Define matching rules
You can define matching rules when using the "Cross-groups", "Group composer", "Lottery", "Mystery 1:1" algorithms.
Last updated
You can define matching rules when using the "Cross-groups", "Group composer", "Lottery", "Mystery 1:1" algorithms.
Last updated
Matching rules are based on categories. All category types can be used in matching rules.
You can add simple rules or more complex ones:
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)
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).
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.
Use the categories in the rules that support them:
Dropdown
Multiple Choice
Date
Number
Text
Yes/No
