Welcome to the Customization page, where you can tailor Matching Rules, and customize the Onboarding and Feedback Forms.

In the Matching Rules section, you can set up the rules you use and implement when scheduling an Intro Round.

Pro Tip: Visit Intro Rounds for a deeper dive into Matching and Tag Rules.

You can apply various rules, such as matching members based on similarities, within sub-groups or across them, and assign specific weights to each rule.

You can also add custom tag rules, for example: “New York members must match with other New York members” and “VIP members must match with other VIP members.”

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Customization FAQs

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Matching Rules

  • Question: “Which Matching Rules should I use?”
    • Answer: “We recommend using ‘Matching on Similarity’ for most questions, but you can explore different options under ‘Matching Rules’ on the Intro Rounds page to understand the benefits of each.”
  • Question: “Can you add location to Matching Rules?”
    • Answer: “Yes! Using Tags, you can create location-specific tags, apply them to members, and then use ‘Tag Rules’ to match members based on their location in an Intro Round.”
  • Question: “Is there a way to create custom matching criteria?”
    • Answer: “While we are working on more advanced matching capabilities, at present, the platform supports native options for matching. More customization options are planned for future releases.”

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Onboarding Form

  1. Question: “Does someone need to fill out the onboarding form to be searchable? Can others request a match if a member hasn’t completed the form?”
    • Answer: “No, a member doesn’t need to fill out the onboarding form to be searchable. Other members can request a match even if the form isn’t filled out. If you prefer members to be searchable without filling out information themselves, admins can upload their details via CSV or CRM integration instead.”
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