The Customer Success Team can help you clean up program enrollment data on contacts in your system.
To request a contact's program data to be fixed/deleted, please fill out the Duplicate Contact Merge Request Form.
Please be ready to provide:
The primary contact's Unique ID
The program name that needs to be edited/deleted
The start and end date of the enrollment period
When filling out the Duplicate Contact Merge Request Form please select "Fixing/Deleting incorrect program enrollments" on the "Type of Request" section. Below is a breakdown of the information that we need and how the process of cleaning your contact's program enrollment data works.
Information Required to Clean Program Enrollments
Unique ID: Every contact is assigned a unique ID - a way of identifying the individual or group without using personal information.
For security, it is important that you never send us a name or other personally identifiable information. In the request form, we ask that you only give us the Unique ID of the primary and duplicate contact.
Programs and Program Categories that the contact is enrolled in.
Please specify the full name of the program that needs adjustments.
Enrollment period, date when the contact initially enrolled in the program, as well as the date of disenrollment.
If you have any other questions, please reach out to a member of the Customer Success team via chat or email!