How to create a Matching Rule?

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

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Navigate to Matching Rule

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

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

6. 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”.

7. If you choose Account, 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”.

8. Next, you need to decide who should be assigned meetings for this particular matching rule.
   For the primary participant, choose which property you want to match the CRM object with. When a match is found, the prospect will be assigned to the owner of the selected property.
   You can also choose if you always want to assign it to a specific member. If yes, choose the team and the member from the team. Click “Continue”.

9. 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.

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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.

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Steps to create a Matching Rule for Campaign Routers and Relays

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Navigate to Matching Rule

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 Relays, use the side nav bar and click on Relays → Matching Rules.

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

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

Assign Meetings

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

2. Choose the CRM object you want to match with - either Contact or Account. And click “Proceed”.

3. Choose the property you want to match the CRM object with from the drop-down. When a match is found, the prospect will be assigned to the owner from the selected property.
4. 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.

5. Click “Continue”.

Set Conditions to Check

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

2. Some conditions you can check are if a prospect belongs to your ABM list or skip records with empty account owner fields. Our recommendation is to have a chat with your team internally about when you’d like contacts to get matched before setting this up.

Understanding Meeting Settings

1. Here 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.
2. Next, you have to choose if you want to update the account owner along with the owner property that needs to be updated in the CRM.

3. Click on the Advanced Settings button to enable fuzzy matching along with the CRM property that needs to be used for it.
4. 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. 🎉