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Managing 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.
  2. Click Configurations.

Automation & privacy

These are already set to our best practice defaults and are not recommended to be changed.

  • Match members automatically, notifying them of their introduction
    When off, members must manually come to the platform for a match
  • Share private email addresses between your members when they are introduced
    When off, members may still reply directly to system emails to converse
  • Recommend members to add "" to their Introduction calendar invite.
    This is useful for tracking who's booking meetings with their match when calendar integration is not enabled.

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.
When off, members with low matching score with others may not meet anyone.
Strongly recommended.

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.

  • Match with all options
  • Match with all other options
  • Match all with itself 
  • Clear all options

These quick actions will apply to all Roles displayed.

Set matching rules individually

  1. Click Select roles... 
  2. Click on the each Role to check off the box
  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
  4. Click out the check list to save these selections

CSV option

  1. Click Upload rules.
  2. Within the Upload rules drawer click Download rules CSV.
  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, to upload CSV file click Browse for file & upload.
  5. Click Add rules.

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.

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

  1. Click Edit suggested topic.
  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.

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