At a glance
The audience builder has an Identity match rule. It groups contacts by what the Matches block on a contact page shows: possible duplicates in this brand, recent merges, and the same person in other brands of your organization. Open it from Reports → Audiences → New audience, then Add rule → Identity match.Identity match rules need contacts. If your brand is not on contacts yet, the builder tells you so and the rule is not offered.
The conditions
Each rule reads Is or Is not, followed by one of these:
Hover the help icon next to the rule to read the same explanation in the app.
Is not works for every condition except “merged in the last N days” and a rule that names one specific brand.
Which brands you can pick
The brand list holds only the other brands of your organization that you can open yourself. A brand you are locked out of, or a brand from another organization, cannot be named in a rule: the preview, validation and save all refuse it. “Any brand of this organization” counts every other brand of the organization, including ones you cannot open, but it never shows you anything from them except that the person is there.Examples
- Clean up duplicates before a send. “Identity match is a possible duplicate in this brand”, then open each contact and merge or dismiss the suggestion.
- Cross-sell to existing buyers of a sister brand. “Identity match is also a contact in another brand”, with that brand picked.
- Your best repeat customers across the group. “Identity match is a contact in at least 3 other brands”.