👤 This article is for Hub or Tenant Administrators.
Before configuring Introductions, configure the hub with your desired Roles & Custom Segments. Follow these steps to configure introductions criteria that controls how members are matched with one another in your community.
Before configuring Introduction Matching Rules...
... make sure Introductions are enabled
... configure Profile Segments
... review your Program Objectives
... take a moment to understand how 10KC's Matching Algorithm works
Edit Introductions Matching Rules
To edit Introductions Matching Rules, follow these steps:
In the left navigation menu of the Hub, select Introductions > Configurations
Under the Automation & Privacy Settings, you will see a box for each Profile Segment that you may set up Matching Rules based on
Configure Match Criteria for each Segment that you would like to match based on
Click Possible matches to view Quick Actions
Configure the Match Criteria for each Profile Segment Value by selecting Values that each can be matched with
Bulk upload Match Rules by clicking Upload rules and following the on-screen instructions
Ensure you are creating Matching Rules that will connect members in a way that will create value for the members and the organization
Confirm whether rules should be Required or Preferred by enabling or disabling Use the next best match when members do not meet Introduction rules
If disabled, members will not match with members who do not meet the specific rule
If enabled, members the matching algorithm will attempt to match within the rule but will still generate a match if one cannot be found
Click Validate matching rules to simulate the match based on a particular individual
10KC's Best Practices
Limit your use of Required rules (disabling Use the next best match when members do not meet Introduction rules) to only the most critical match criteria to service your objectives. Required rules must be respected by the algorithm, so if a match cannot be made with this rule then the member(s) will not receive a match.
Revisit your Introductions Matching rules any time your Program Objectives may change to ensure your Introductions are creating meaningful connections
Tip: set a calendar reminder right now to refresh the Matching Rules in 6 - 12 months!
Frequently Asked Questions (FAQs)
Q: How do I bulk upload Introductions Matching Rules?
A: Follow these steps:
In the left navigation menu of the Hub, select Introductions > Configurations
Navigate to a Profile Segment and click Upload rules
Download a template by clicking Download rules CSV
Add a row for each match rule, where Column A is the Profile Segment Value of the group you want to match, and Column B is the Profile Segment Value you want to match them to
Save the file on your computer
Click Browse for file & upload
Review the rules
Click Add rules