This article explains how to handle duplicate user accounts in Learnybox.
Use it when a customer has placed an order with the wrong email address and needs their transaction reassigned to the correct user account, so they can access their content from a single login.
When to merge duplicate user accounts
You may need to merge two user accounts when a customer:
Places a second order with a different email address.
Misspells their email address during checkout (typo).
ends up with multiple user accounts and requests one login to access their content.
Learnybox creates one user record per email address. This means each unique email generates a separate account. To resolve this, you can merge accounts by transferring the transaction data, and user details if needed, to the correct user record.
Steps to Merge Two User Accounts
1. Identify the Correct Account
Find the original user account that completed the first transaction using the correct email address.
Confirm that this user record contains the correct email.
2. Open the Transaction Linked to the Incorrect Account
Go to Sales → Orders & invoices
Open the Transactions tab
Locate the transaction associated with the incorrect email address and click the view icon to access the transaction details.
3. Edit the Transaction Record
From the transaction details page, click Edit (top right).
In the Customer's email address field, replace the incorrect email with the correct email address.
Click Confirm (bottom right) to save your changes.
4. Update the User Profile Email
Still on the transaction details page, locate the Customer information section.
Click the Edit icon.
In the Email address field, enter the customer’s email address so it matches the correct one.
Click Confirm (bottom right) to save your changes.
5. Check the Results
Return to the original user account with the correct email address.
Open the Transactions tab in the user's profile and refresh the page.
You should now see both the original and the newly reassigned transaction listed.
The customer will be able to access all of their content, such as multiple courses, from a single login.
6. Deactivate or Delete the Incorrect User Account
From the CRM, perform a user search using the incorrect email address.
Since the user record will no longer be linked to any transactions, you can safely deactivate or delete the incorrect user record.
7. Inform the Customer
Confirm to the customer that all their courses are now accessible from a single member area using the correct email address.
⚠️ Important: email sequences are not transferred automatically
This process does not transfer email sequences, automations, or emails linked to the second account. If needed, manually reassign the relevant sequences to the correct user account.
This method ensures your customer has seamless access to all their purchases from a single account, while keeping your database clean and consistent.