Altru Ideas

Constituent Matching Algorithim

We are having the issue where we are getting a lot of duplicate records created because the constituent matching algorithm (when someone signs in online and creates an account) is set to 93%. Problem is, if we change that we increase the risk of two separate people who have similar information (names, etc.) merging. The biggest issue that comes out of this is that our members who try and create an account or sign in don't get their membership discounts when registering for programs or after hour events. This can create an extra nightmare for our accounting department who then has to merge the records and refund them the difference. This happens a lot.

  • Savannah Stalker
  • Mar 5 2019
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  • Guest commented
    March 05, 2019 20:56

    They should match on email address to increase likelihood of correct match.