Define matching rules

You can define matching rules when using the "Cross-groups", "Group composer", "Lottery", "Mystery 1:1" algorithms.

3 types of matching rules

Matching rules are based on categories. All category types except "Text" can be used in matching rules.

You can add simple rules or more complex ones:

Cross-category rule

It's a simple rule based on a particular category, where you have to specify whether you want to:

• match people with the same category values (e.g., members who have the same favorite sport)

• match people with different category values (e.g., members who belong to different departments)

Cross-groups rule

It's a more sophisticated rule in which you could allow or prohibit matches by playing with category values (within the same category or across different categories).

Optimization rule

This rule enables you to leverage the "multiple choice", "date" and "number" categories.

• For "multiple choice" -> the most in common / the least in common

• For "date" -> the closest / the farthest

• For "number" -> the closest / the farthest

You can add as many rules as you like. The higher a rule is on the list, the more the algorithm will prioritize it. Feel free to drag and drop the different rules to rank them appropriately.

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Categories & matching rules

Use the categories in the rules that support them:

Category	Cross category rule	Cross groups rule	Optimization rule
Dropdown
Multiple Choice
Date
Number
Text
Yes/No