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Preventing Duplicate Membership Records

Learn about Join It's tools and features for preventing duplicate membership records

Mitch Colleran avatar
Written by Mitch Colleran
Updated over 4 months ago

Duplicate memberships can be a hassle when managing a database. Join It has streamlined this process by implementing preventive measures and providing a tool to merge duplicate records.

Overview on Preventing Duplicates:

Most often, duplicates occur when members try to renew existing memberships. Join It takes proactive steps to prevent this:

Renewal Emails: Members receive system-generated emails with unique renewal links. Clicking these links takes them directly to their existing membership checkout, avoiding duplicate records.

Renewal 'Call To Actions': Within an organization's member area, Join It includes prompts for members to renew. Clicking these prompts renews their existing membership without creating a new record.

Duplicate Warnings: Join It alerts users when it detects an attempt to purchase a new membership with an existing email address, preventing duplicates. For an example, see Note #1 below.

Merge Duplicate Records:

Automatic Duplicate Merging

There are cases where Join It will automatically merge two membership records. The default Automatic Merge Rule will happen when two membership records have a matching email address AND one membership carries a 'Prospective' status and another membership record carries an 'Active' status.

You can learn more about each Automatic Merge rule Here.

Manual Duplicate Merging

In cases where a duplicate membership record wasn't prevented and the system does not automatically merge the records -- we've created a simple tool that allows for merging of these membership records. 

You can learn more about how to Manually Merge duplicate records here.

Additional Notes

Note #1 - See below for an example of when Join It recognizes someone trying to buy a new membership when they already have an existing membership (note: the notification will be different depending on the account status of the attached email -- with regards to whether a password has been set). 

Frequently Asked Questions

Will Join It create duplicate memberships for the same email address?

Yes, if a Member has created a new Membership record rather than renewing their current Membership, and if they've 'bypassed' the notification prompting them to login into their existing account, then it will create a duplicate Membership for the same email address.

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