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Merging user accounts for a consolidated customer profile
Merging user accounts for a consolidated customer profile
Chiayee avatar
Written by Chiayee
Updated over a week ago

Introduction

User Merge in Eber enables businesses to combine two user accounts into one, transferring all existing spending, points and available rewards to a single account. This feature streamlines account management for customers who have multiple accounts and wish to consolidate them into one. For businesses, this results in improved customer service efficiency and better account organization.

Key Benefits

  • Simplifies account management for customers with multiple accounts

  • Reduces manual effort required for points and rewards transfer calculations

  • Improves customer service efficiency

  • Maintains customer loyalty by preserving earned rewards during account consolidation

Step by Step Guide

  1. Navigate to the People section in your Eber dashboard

  2. Select the user profile you want to merge into

  3. Click Edit to access the user profile settings

  4. Scroll down to the Merge Member section

  5. Click the Add button to initiate the merge process

  6. Enter the User ID of the account you want to merge into

  7. Check the Transfer Rewards box if you want to transfer available rewards

  8. Save and confirm the merge operation

  9. If merged records are relatively large, a job queue will be scheduled instead, system will be prompting “Merge User in Progress”

  10. A system email notification will be triggered to the admin user when merging is done.

Tips

  • Double-check the User ID before confirming the merge

  • Verify that all points and rewards are successfully transferred

What's Next?

  • Perform a test merge with sample accounts

  • Create a standard operating procedure for account merges

  • Train team members on the merge process

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