How Does Auto-Matching Work? (Lead Settings » General Settings)

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000009581

The following documentation is exclusively for the "Auto-Matching or Advanced Leads Package". 


Auto-matching relies on the auto-matching settings and the search inputs submitted by the users of the website. Here are some of the core concepts of how auto-matching works:


  • The engine will only match members that match the criteria. If the member is allowed to select a location, say San Francisco, and only 2 members are located in San Francisco, only those two candidates will be matched (assuming they match the additional criteria set by the user such as categories). 

  • Membership Level Sort Order is taken into consideration. This means if there are three premium members in San Francisco, these three premium members will always be auto-matched ahead of the free members that are also located in San Francisco. 

  • For accurate auto-matching, allowing for category inputs and location inputs is key. Not requiring a location or specialty to be entered limits the engine. 

  • Essentially the auto-matching functionality is the same as the member search functionality on the website. The system runs a search just like the users would, and starts to auto-match leads always going from top to bottom.


Auto-Matching Lead Settings


Edit the auto-matching lead settings by going to Leads » Manage Lead » General Settings:



Or within the "Auto-Match Workflows" screen:



Data Flows Settings

There are 5 additional settings for the automatic matching functionality.



  • Search Radius: Members within this radius are eligible to be automatically matched to leads.

  • Maximum Matches: This setting controls how many members can be matched to a single lead. Set this to "3", and a maximum of 3 members will be matched. If no one meets the search criteria, no one will be matched and the lead will be flagged as "Pending".

  • Maximum Acceptances: This controls how many members can accept a lead. This is particularly helpful if the maximum matches is set to 5+ members, but don't want the website users to be bombarded with emails from the visitors. Once the maximum lead acceptance is reached, the lead status will change to "Sold Out".

  • Notify Admin If Member Email Invalid: Select "Yes" if you would like to send an email notification to the Admin when a lead has been matched to a member that does not have a valid email address.

  • Admin Notification Email Template: Select the email template to send to the Admin if a lead is matched to a member that does not have a valid email address.