# Review duplicate guest contact rules

A planning worksheet for handling repeated addresses and records without overstating unique customers.

Source: https://www.voqadowifi.com/field-notes/guest-contact-deduplication-review

## Your working brief

### Purpose of rule

Your notes: 

### Duplicate pattern

Your notes: 

### Proposed handling

Your notes: 

### Preference preservation

Your notes: 

### Test and approval

Your notes: 

## Practical steps

1. Choose the purpose
State whether the rule is for campaign recipients, analytics or operational records. A rule suitable for one purpose may remove useful context for another.

2. Inspect a bounded sample
Use authorized, minimized data to understand the types of duplication present. Keep a record of the patterns without copying a full guest list into a planning document.

3. Review before applying
Have the data owner approve merge or exclusion behavior and test it on a safe sample. Check how the process preserves current contact preferences.

## Review before acting

Compare before and after counts and inspect a sample of outcomes. Stop if the process loses information needed for its intended purpose.

Watch for: Do not merge records based solely on a similar name or use deduplication to override an unsubscribe.

This worksheet is a planning aid. Confirm product availability and the approvals needed for your specific environment.