Matching rules in RevenueHero help ensure that any new contact who fills up a form gets meetings scheduled with the same account owner in the CRM.

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Different Matching Rules

Matching rules can be set up to:

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Steps to create a Matching Rule for Inbound Routers

  1. To create a Matching Rule, use the side nav bar and click on Inbound → Matching Rules.

  2. Now, click the ”Create New Rule” button on the top-right corner of your screen.

  3. The pop-up for Matching Rule Setup requires you to first choose ​​who should the meetings be assigned to.

This can be a single member from a matched criteria where the meeting is assigned if the prospect is matched to an owner in CRM. Or it can be multiple members from multiple Round Robin lists, which works great if you need multiple people on the meeting like Sales Engineers, and CSMs to make the meeting more meaningful for your prospects.

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Assign Meetings To Single Member

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Assign Meetings

  1. Click on “Assign to Single” in the pop-up for Matching Rule Setup.

  2. Choose the CRM object you want to match with - either Contact or Company. Based on the property you select you can set up rules.

  3. If you choose Contact, you’ll be required to select “What should be used to check if there’s a match?”. The options are between Prospect Email, Prospect Phone, or a custom CRM property of your choice. Once you make your selection, click “Proceed”.

  4. If you choose Company, you can click “Proceed” directly.

  5. Next, you need to decide how you want meetings to be distributed for this particular matching rule. You can choose between assigning the meeting to the existing owner by matching the existing CRM object with the owner property or you can choose to assign the meeting to a specific user by selecting the Team and User.

  6. Click “Continue”.

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Set Conditions to Check

You can set additional conditions here based on CRM property values or Form Inputs that need to be checked.

Some conditions that you can check are if a prospect belongs to your ABM list or to skip records with empty account owner fields.

OUR RECOMMENDATION

Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.

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Understanding Meeting Settings

  1. Lastly, you have the Meeting Settings where you’ll need to give your Matching Rule a name.

For example, if you’re creating a Matching Rule to assign meetings to an existing company’s owner, you can name it Match to the existing company owner. You’ll also have to choose if you want to update the account owner along with the owner property that needs to be updated in the CRM.

You also have an Advanced Settings button that you can click to enable fuzzy matching along with the CRM property that needs to be used for it.

  1. Hit the ”Save” button to finish creating your Matching Rule.

You’ll now be able to use this matching rule when you create an Inbound Router! 🎉

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Assign Meetings To Multiple Members From Multiple Groups

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Assign Meetings

  1. Click on “Assign to Multiple” in the pop-up for Matching Rule Setup.

  2. Choose the CRM object you want to match with - either Contact or Company. Based on the property you select you can set up rules.

  3. If you choose Contact, you’ll be required to select “What should be used to check if there’s a match?”. The options are between Prospect Email, Prospect Phone, or a custom CRM property of your choice. Once you make your selection, click “Proceed”.

  4. If you choose Company, you can click “Proceed” directly.

  5. Next, you need to decide how you want meetings to be distributed for this particular matching rule. Start by choosing the team whose members should get assigned meetings via round-robin. This member will be the primary participant. Select the Owner Property for the existing CRM object.

  6. Once you do this, you’ll see a box to add additional participants to the meeting from other groups and Teams. Choose the group to see the members and adjust weightage. You can choose to add 2 additional participants to meetings over here.

In case you don’t have any Groups yet, you can click on Create New Group which will take you to Team Settings in a new page. You can create Groups within your Teams here.

  1. Click “Continue”.

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Set Conditions to Check

Next, you need to set additional conditions here based on CRM property values or Form Inputs that need to be checked.

Some conditions that you can check are if a prospect belongs to your ABM list or to skip records with empty account owner fields.

OUR RECOMMENDATION

Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.

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Understanding Meeting Settings

  1. Lastly, you have the Meeting Settings where you’ll need to give your Matching Rule a name.

For example, if you’re creating a Matching Rule to assign meetings to an existing company’s owner, you can name it Match to the existing company owner. You’ll also have to choose if you want to update the account owner along with the owner property that needs to be updated in the CRM.

  1. You also have an Advanced Settings button that you can click to enable fuzzy matching along with the CRM property that needs to be used for it.

  2. Hit the ”Save” button to finish creating your Matching Rule.

You’ll now be able to use this matching rule when you create an Inbound Router! 🎉

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Steps to create a Matching Rule for Campaign Routers and Relays

  1. a. To create a Matching Rule for Campaign Routers, use the side nav bar and click on Campaign → Matching Rules.

    b. To create a Matching Rule for Campaign Routers, use the side nav bar and click on Relays → Matching Rules.

The following steps are the same for both Campaign Router and Relays.

  1. Now, click the ”Create New Rule” button on the top-right corner of your screen.

  2. Give your Matching Rule a name.

For example, if you’re creating a Matching Rule to assign meetings to an existing company’s owner, you can name it Match to the existing company owner.

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Set Matching Conditions to check

  1. The first thing you’ll have to decide is whether you want to match based on:

a. existing lead owner(available only for Salesforce & Zoho CRM), or b. existing contact owner, or c. existing company owner

Refer to this section to learn more about the different matching rules.

  1. Once you’ve decided how you want to match, you can set additional conditions based on CRM property values that need to be checked.

  2. Some conditions that you can check are if a prospect belongs to your ABM list or to skip records with empty account owner fields.

OUR RECOMMENDATION

Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.

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Assign Meetings

  1. Now that we’ve set up which conditions to check and how the matching should happen, let’s decide how meetings should be assigned.

  2. Under the ”Assign Meeting” section, you can choose between:

a. To an existing owner b. To a specific user

If you select ”To existing owner”, select the ”Owner property” that you use to assign the ownership in your CRM.

If you select ”To a specific user”, select the ”Team” and the specific user in RevenueHero to whom you’d like to assign for the meeting.

  1. Use the checkbox to choose if you’d like to set the meeting owner as the lead/contact owner in your CRM.

  2. Hit the ”Save” button to finish creating your Matching Rule.

You’ll now be able to use this matching rule when you create a Campaign Router or Relays. 🎉

Within Any ToolCreate Distribution Rule