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Guided Matching
What is Guided Matching?

Rule types

Guided Matching rule types
Constant
Create Campaign Member
Create Record
Find Duplicate
Fixed Width Extract
Guided Review
Keyword Search
Manage Source
Normalize
Process Installment
Query
Regular Expression
Update Record
Managed and suggested rules
Configuring Guided Matching
Using Guided Matching
Guided Matching FAQs
Bulk processing
Installment batches
Failed inbound reports
ProcessingHub Manager
Introduction
Retry data loads
Manual Review (deprecated)
  • Guided Matching
  • โ€บ
  • Rule types

Guided Matching rule types

When creating custom Guiding Matching rules, you need to first choose a rule type. The available types depend on the field to which the new rule applies. The rule editor automatically limits the types depending on the selected field.

  • Constant
  • Create Campaign Member
  • Create Record
  • Find Duplicate
  • Fixed Width Extract
  • Guided Review
  • Keyword Search
  • Manage Source
  • Normalize
  • Process Installment
  • Query
  • Regular Expression
  • Update Record

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