How do I configure doublet detection?

Modified on Tue, 6 Jan at 11:07 AM

How do I configure doublet detection?

Doublet detection helps you identify and manage duplicate leads automatically. This guide explains how to configure which fields identify doublets, set automatic actions, and control warnings.

On this page

Jump to any section using the links below

What are doublets?

Doublets (also called duplicates) are leads that have matching field values with existing leads in your campaign. For example, if a customer submits a booking form twice with the same email address, Hubhus can detect this as a doublet and take automatic actions.


Where to access doublet settings

Navigate to Campaign settings → Doublets to configure doublet detection rules.


Identifying doublets

Fields used to identify doublets

Select which fields Hubhus should compare to identify doublets. Common choices include:

  • Email – Identify leads with the same email address
  • Telefon (Phone) – Identify leads with the same phone number
  • Name + Address – Identify leads with matching names and addresses
  • Custom fields – Use any custom field relevant to your business

You can select multiple fields. For example, selecting both Email and Telefon means Hubhus will check both fields.


Matching logic

Choose how strictly fields must match:

Just one of the fields must match for doublets

A new lead is considered a doublet if any one of the selected fields matches an existing lead. This is less strict and catches more potential doublets.

Example

Fields selected: Email, Phone

New lead: john@example.com, 12345678
Existing lead: john@example.com, 87654321

Result: Doublet detected (email matches, even though phone differs)


All the fields must match for doublets

A new lead is only considered a doublet if all selected fields match an existing lead. This is stricter and reduces false positives.

Example

Fields selected: Email, Phone

New lead: john@example.com, 12345678
Existing lead: john@example.com, 87654321

Result: Not a doublet (email matches but phone differs)


Select fields used to identify doublets

Additionally specify select fields (dropdown fields) that must also match. Doublets must have the same value in these fields AND match the criteria above.

For example, if you select a "Campaign Source" select field, two leads are only doublets if they match the identification fields AND have the same campaign source value.


Do not warn about doublets with these statuses

Choose statuses where doublet warnings should be suppressed. This is useful for completed or inactive leads.

For example, select statuses like:

  • "Ikke aktuelt" (Not relevant)
  • "Møde afholdt" (Meeting held)
  • "Vundet" (Won)

If an existing lead has one of these statuses, Hubhus won't warn about new doublets matching it.


Doublets must be created within

Set a time window for doublet detection. Only leads created within this timeframe are compared.

Options:

  • No requirement – Compare with all leads regardless of age
  • 1 minute apart – Catch immediate re-submissions
  • 5 minutes apart – Catch quick duplicates
  • 60 minutes apart – Catch same-hour submissions
  • 24 hours apart – Catch same-day duplicates
  • 7 days apart – Catch duplicates within a week
  • 30 days apart – Catch duplicates within a month
  • 3 / 6 / 12 months apart – Longer-term doublet detection

Important

Setting a time restriction improves performance for large campaigns. If you don't need to check older leads, use a reasonable time window like 30 days.


Automatically set status/select-option on new doublet leads

Configure automatic actions when doublets are detected. This helps you process duplicates consistently without manual intervention.

Set status to new leads that are identified as doublets

Automatically assign a status to incoming leads that are identified as doublets.

Options:

  • Do not set status – No automatic status change
  • Choose a status – Select from your campaign statuses (e.g., "I dialog" or a custom "Doublet" status)

This helps you quickly identify and review doublet leads in your pipeline.


Set select field on new leads that are identified as doublets

Automatically set a value in a select field (dropdown) for doublet leads.

Options:

  • Do not set value of any select field – No automatic field update
  • Set value of: [Field name] – Choose a select field and value (e.g., set "Opkald" field to "Ja")

Set status of existing leads that is being duplicated by a new lead

Update the status of the original lead when a new doublet is detected.

This is useful if you want to flag existing leads that are receiving duplicate submissions. For example, set the existing lead's status to "Follow up needed" to prompt your team to contact the customer.


Set select field of existing leads that is being duplicated by a new lead

Update a select field on the original lead when a new doublet is detected.

For example, you could set a "Duplicate attempts" counter or flag field on the existing lead.


Show doublet warnings

Warn about doublets on the lead profile page

When enabled, Hubhus displays a warning banner on the lead detail page if doublets are detected. This visual indicator helps users quickly identify duplicate leads.

The warning shows:

  • That the lead is a potential doublet
  • Which fields matched
  • Links to related doublet leads

Common doublet detection strategies

Email-based detection (recommended)

Use email as the primary identifier. Most customers use a single email address, making this highly reliable.

Configuration:

  • Fields: Email
  • Logic: Just one field must match
  • Time window: 30 days apart
  • Action: Set status to "Possible doublet"

Phone-based detection

Use phone number for businesses where customers might use multiple emails.

Configuration:

  • Fields: Telefon
  • Logic: Just one field must match
  • Time window: 7 days apart
  • Action: Set status to "Review needed"

Combined email and phone (strict)

Require both email AND phone to match. This reduces false positives but might miss some doublets.

Configuration:

  • Fields: Email, Telefon
  • Logic: All fields must match
  • Time window: 24 hours apart
  • Action: Set status to "Definite doublet"

Name and address matching

Useful for businesses where the same person might book from different devices.

Configuration:

  • Fields: Name, Address, Postal code
  • Logic: All fields must match
  • Time window: 60 minutes apart
  • Action: Set status to "Immediate re-submission"

Best practices

Start with lenient rules

Begin with loose matching (just one field) and adjust based on your false positive rate. It's better to flag potential doublets than miss real duplicates.


Use appropriate time windows

Set realistic time restrictions based on your customer journey. For booking-heavy campaigns, use shorter windows (7-30 days). For long sales cycles, consider longer windows (6-12 months).


Review regularly

Periodically review leads marked as doublets to ensure your rules are working correctly. Adjust field selection and logic as needed.


Exclude completed statuses

Always exclude won, lost, or completed statuses from doublet detection. These leads are closed and shouldn't generate warnings.


Communicate with customers

If doublets are frequent, consider adding messaging to your forms: "Already submitted? Check your email for confirmation."


Combine with automation

Use automation rules to handle doublets automatically. For example, send a "We received your request" email immediately to reduce re-submissions.


Troubleshooting

Too many false positives

If unrelated leads are flagged as doublets:

  • Switch to "All fields must match" logic
  • Add more identifying fields
  • Shorten the time window
  • Review field data quality (e.g., inconsistent phone number formats)

Missing real doublets

If actual duplicates aren't being caught:

  • Ensure the right fields are selected
  • Check if fields contain data (empty fields don't match)
  • Verify the time window is appropriate
  • Confirm doublet warnings are enabled

Performance issues

If doublet detection slows down lead processing:

  • Reduce the time window
  • Limit the number of comparison fields
  • Exclude more statuses from detection

Summary

Doublet detection helps maintain data quality by identifying duplicate leads automatically. Configure which fields to compare, set matching logic, and define automatic actions for both new and existing leads. Use appropriate time windows and exclude completed statuses to optimize performance. Start with lenient rules and adjust based on your false positive rate. Enable warnings to help your team quickly identify and handle doublets.

? Common searches

doublet detection • duplicate leads • prevent duplicates • lead deduplication • data quality • duplicate prevention

? Also known as

duplicates • duplicate detection • deduplication • duplicate prevention • duplicate management

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article