How to delete, merge, and export a profile

You will learn

In this article we will show you how to delete, merge, and export profiles in SiteVibes in order to keep your account organized.

Merge 2 profiles

There may be times you need to merge two profiles together combining history, loyalty points, etc. To merge a profile:

  1. Navigate to Data -> Customers and search for the Target profile. The Target profile will be the profile that gets all of the data. 
  2. In the top of the Profile you will see 3 dots. Click that to open the menu and select Merge Profile


     
  3. When the pop-up appears select the Source customer that you want to merge to the Target customer


     
  4. Click Merge. All data will now reside in the Target customer profile. 

Delete a profile

To delete a SiteVibes profile:

  1. In the top of the Profile you will see 3 dots. Click that to open the menu and select Delete profile


     
  2. In the popup that appears, confirm the profile deletion. WARNING: This cannot be undone. 

 


 

 

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