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Introductions Matching Rules

Emily B
Emily B
  • Updated

👥 Audience: Hub Admins

Introductions are a great way to facilitate connections and foster engagement within your community.

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.
⭐ Once you’ve finished, you can test the rules you’ve set by using Validate matching rules.

Access the Introductions configurations tab

  1. Click Introductions.
    Screenshot 2024-02-06 at 12.53.05 PM.png
  2. Click Configurations.

    Screenshot 2024-02-06 at 12.53.12 PM.png

Automation & privacy

These are already set to our best practice defaults and are not recommended to be changed.
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Set rules by Role

All the roles set in the hub configuration will appear. You can determine the possible matches for each role.In order to maximize the members who receive a match, we recommend to toggle on Use the next best match when members do not meet Introduction rules.
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The matching algorithm will optimize matches across the entire community to give members the best match possible. When ideal matches are exhausted, the algorithm will still create a match for the remaining members. If this is turned off, some members will not receive a match, depending on the rules you have set and their individual preferences. To learn how the 10KC matchmaking algorithm works click here

There are three ways to add Introduction matching rules:

Quick actions

Click the Possible matches dropdown and select 1 of the 4 options.

These quick actions will apply to all Roles displayed.

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Set matching rules individually

  1. Click Select roles... 
    Screenshot 2024-02-06 at 1.09.42 PM.png
  2. Click on the each Role to check off the box
    Screenshot 2024-02-06 at 1.12.58 PM.png
  3. Click all the Roles you want the selected Role to match with
    eg. Team Leads will matches with; Team Lead, Manager, Director & Sr. Director
    Screenshot 2024-02-06 at 1.14.20 PM.png

  4. Click out the check list to save these selections
    Screenshot 2024-02-06 at 1.12.24 PM.png

CSV option

  1. Click Upload rules.
    Screenshot 2024-02-06 at 1.31.08 PM.png
  2. Within the Upload rules drawer click Download rules CSV.
    Screenshot 2024-02-06 at 1.31.14 PM.png
  3. Add a new line for each role matching.
    Name Gets introduced to How to fill this out:
    Team Lead Team Lead In Column A enter all the roles in your introductions configuration
    Team Lead Manager In Column B enter all the roles you want to add intro rules for - with respect to the role in Column A
  4. Once you’re finished, upload the CSV file.
    Screenshot 2024-02-06 at 1.40.39 PM.png
  5. Click Add rules.
    Screenshot 2024-02-06 at 1.40.49 PM.png

Set rules by other custom segments

The same functionality available to match by role is available for any other custom segments you’ve created. For example, you can choose to match members within the same Business Unit, or with other Business Units; with the same job function or different job functions; or with the same faculty, or different faculties.

Suggested topics

Introductions include a suggested topic that is displayed in the introduction email and acts as a conversation starter. 

⭐ We recommend updating suggested topic on a quarterly basis to keep the conversations fresh. To view conversation starters click here.

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You can update the suggested topics at any time, to update the suggested topics follow the steps below:

  1. Click Edit suggested topic.
    Screenshot 2024-02-06 at 1.50.00 PM.png
  2. Make the necessary edits.
    Within the editor, you can: bold, Italicize, underline, add numbered or bulleted lists, and hyperlink URLs.
  3. Click Save changes.
    Screenshot 2024-02-06 at 1.50.12 PM.png

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