Match Categories are the fields that provide more details about your advocates such as position, product and industry. For example, using Match Categories, you can make challenges available to any advocates whose position is listed as "Manager".
In the screenshot below, you will see where on the Advocate record you can find the Match Categories data - this can be found under the Match Criteria tab:
You can add additional Match Categories if you wish. Go to Settings > System > Match Categories and add your new Match Category here. Match Categories are not visible to the Advocate - only to the administrator.
Note that the terms Match Categories and Match Criteria are used interchangeably in the hub and mean the same thing.
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Match Categories have the following features:
- You can set the visibility of Challenges based on the Match Criteria of an Advocate..
- You can set the visibility of Rewards based on the Match Criteria of an Advocate.
- When you export advocate data, you will see the Match Criteria of an Advocate.
- Match Categories can be updated from data in Salesforce.com
When setting the visibility of Challenges based on multiple Match Criteria, you can choose that advocates satisfy any or all of the Match Criteria selected.
For example, in the example below, the challenge will be targeted at advocates whose Position is "Tester" and whose Industry is "Hospitality":
However, in the example below, the challenge would be targeted at advocates whose Position is either "Tester" or whose Industry is "Hospitality":
How do I update Match Categories?
There are two ways to update an advocate's Match Categories:
1. Manually update by editing their profile - this method is most suited when you only need to update a few advocates' profiles.
To do this, navigate to the advocate's profile, click on the blue Edit button, and then click on the Match Criteria tab.
Don't forget to Save Profile when complete.
2. Bulk Update using a CSV Import - if you would like to update several advocates all at once, this is the ideal solution.
To do this, you will simply need to include the advocate's email address and the match category data that you wish to update in the CSV file. You can leave the rest of the columns blank. Importing blank values does not overwrite or erase previously existing data.
For full instructions on this process, see here.
When should I use Groups and not Match Categories?
It's recommended that Groups be used to segment major sections of advocates while Match Categories be used for more granular segmentation. For example, a Group may be used when you want your advocates to identify themselves as references but if you wanted to know which advocates are C level executives that are part of certain industries, Match Categories are better.
Another example demonstrating best segmentation practices is targeting certain social media challenges. It's recommended to ask advocates if they want to be part of a Group that uses Twitter but then using Match Criteria to identify which competitive solution they may have used in the past to narrow down the advocates that you need for a certain challenge.