Inquiries sent via the "Get Matched" portal on your website will always appear as pending unless you've purchased the "Automatching" package:
To confirm the source, use the Form or Origin Page fields:
* By clicking on the link after "Origin Page" you can be taken straight to the "Get Matched" section of your website. If you've embedded this on a custom page, then you will be taken to whichever page the website user was on when they filled out this form. *
In order to send this lead to your members click "Match Lead" within the "Actions" drop-down menu:
This will take you to your "Matching" portal, where a list of suggested business' will appear at the bottom of your screen:
Please note that these members appear according to Membership Level search result priority, and must match the search criteria entered under "Match Lead #0":
The following fields allow you to search for other members by:
1. Name
2. Top Level Category
3. Sub Level Category
4. Sub-sub Level Category
5. Location
To send the lead to multiple members you'll only have to check the boxes of the member you with to send to and click on "Match":
** When bulk matching the INDIRECT MATCH email template will be sent out to the members. **
At this time you will be prompted by an alert to confirm this action:
Followed by a success alert:
Your member's will instantly receive the lead in their inboxes:
The Suggested Members will automatically move over to the Matched Members and have a "Pending" status:
