👤 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: 

1. In the left navigation menu of the Hub, select Introductions > Configurations
2. Under the Automation & Privacy Settings, you will see a box for each Profile Segment that you may set up Matching Rules based on 
3. 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 
4. 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  
5. 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: 

1. In the left navigation menu of the Hub, select Introductions > Configurations
2. Navigate to a Profile Segment and click Upload rules 
3. Download a template by clicking Download rules CSV 
4. 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 
5. Save the file on your computer 
6. Click Browse for file & upload 
7. Review the rules
8. Click Add rules