This article will walk you through how to merge member profiles together from the Members page.
Member Account Types
Member profiles will be designated as Registered, No Account, Unclaimed, or InActive.
Members: Registered, No Account, and Unclaimed
When looking at member profiles on the Members page, you can see the different account types by looking at the label that displays under the Account column. Here's a description below of what the different account types mean:
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Registered - These profiles were created by the member with an associated email and password. If the profile belongs to multiple organizations, the information can only be edited by the member and SecureGive.
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No Account - This designation means either 1) The individual donated only as a guest using this email. Or 2) An administrator added the member profile to the system.
- Unclaimed - This designation means that the profile was originally registered by the donor, but it has not been accessed by the individual since our last major software update in 2019.
- Inactive - The account has been deactivated either by the request of the individual or by our automated fraud detection systems.
Rules for merging:
- You cannot merge a "Registered" profile into a "No Account" profile.
-You can merge two "No Account" profiles.
-You can merge two "Registered" profiles.
- You cannot merge a profile that is registered under multiple organizations.
-You cannot merge an Inactive profile.
-All transaction history and recurring transactions will transfer when merged.
Note: If you need to merge into a profile that is registered under multiple organizations, then let us know, and we can merge the profiles for you.
How to merge member profiles:
- Go to Users > Members
- Search for the profiles that need to be merged together. In this example we have two profiles with the same first and last name but one email is spelled incorrectly (giver@securegove.com). We are going to merge them together so that we keep the giver@securegive.com email.
- Copy or record the email address from the profile you do not want to keep. (giver@securegove.com).
- Click on the profile that you want to keep (giver@securegive.com).
- Click the Merge Member button
at the top right.
- Enter the email address of the member you would like to merge into the current profile. Once you enter an email address, wait a couple of seconds, and then a list of possible profiles will appear in a dropdown below that match the email address entered.
- Then click on an email address from the dropdown.
- Check the "Yes, I want to merge this member" box.
- Click the Merge Member button.
Note: this action cannot be undone! All transactions made by the member being merged from will be reassigned to the current profile. All other information relating to the member being merged from will be lost.