Inquiries sent via the "Get Matched" portal on the website will always appear as pending unless the "Automatching" add-on is enabled on the website:
» Automatic Lead Matching Documentation
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Sort through any "Pending" leads inside the Admin:
To confirm the source, use the 1. Form or 2.Origin Page fields:
*By clicking on the link after "Origin Page" the site will redirect straight to the "Get Matched" section of the website. If this form is embedded on a custom page, then it will redirect to whichever page the website user was on when they filled out this form.*
In order to send this lead to the members click "Match Lead" within the "Actions" drop-down menu:
This will open the "Matching" portal, where a list of suggested matches will appear at the bottom of the screen:
Please note that these members appear according to Membership Level search result priority, and must match the search criteria entered under "Match Lead #X":
The following fields make it easy to search for other members by:
- Top Level Category
- Sub Level Category
- Sub-sub Level Category
- Name/Company
- Location
To send the lead to multiple members, click on the checkboxes of the member to send the lead email to and click on "Match":
** When bulk matching the INDIRECT MATCH email template will be sent out to the members. **
At this time confirm this action:
Followed by a success alert:
The member's will instantly receive the lead in their inbox:
The "Suggested Members" will automatically move over to the "Matched Members" and have a "Pending" status:
