Introducing Data Matching

Data matching allows you to leverage data you already have on your customers to send personalized messages. For example, you can match a customer to their VIN, which can be useful for creating a group for an Instant Marketing Campaign. 

Quick Links

• Automatically Matching a Value With Customers
• Manually Matching a Value With a Customer
• Getting Multiple Matches With Customers
• Unmatching Values and Customers
• Rematching a Value and a Customer
• Creating a Group From a Match List
  • From a Selection
  • From a Match List
• Exporting a Match List

Automatically Matching a Value With Customers

1. Select the Campaigns tab.
2. Select the Data matching sub-tab. 
3. Select New Data Matching.
4. Drag your file or select browse your files to upload your list in Kimoby.
5. Wait until your file is green.
6. Select Create match.
7. Select the value you want to match to the customers.
8. Select the corresponding value.
9. Select whether you want the value in Kimoby to correspond exactly to your file or to contain it partially.
10. Select Match. You will see the complete list of customers who matched your list. 
    
    

Manually Matching a Value and a Customer

You can manually match customers with values. You can do this in case a customer and a value were previously unmatched or if a value didn’t have a matching customer.

1. Select the Campaigns tab.
2. Select the Data matching sub-tab.
3. Click on the list where you wish to match a value and a customer manually.
4. Select Match next to the value you want to match to a customer.
5. Enter the name of the customer you wish to match with your value.
6. Select Match customer.

Getting Multiple Matches With Your Customers

After a match, you might have multiple matches on your list.  

This happens when your values match more than one customer. For example, if a vehicle was sold or transferred to a new customer, it may be associated with more than one customer.

You can then unmatch the customers who no longer fit with your value.

1. Select the filter Multiples.
2. Unmatch the customer who no longer fits with your value.

Unmatching Values and Customers

In a data-matched list, you can always unmatch values from a customer. For example, if a customer changes their vehicle, they may no longer need to be on that list. 

1. Select the Campaigns tab.
2. Select the Data matching sub-tab.
3. Select the list where you wish to unmatch a value and a customer.
4. By going over your customer's name with your mouse, an Unmatch button will appear on the right of your customer's name.
5. Select Unmatch.

You can always rematch the customer or match a value to a new customer.

Rematching a Value and a Customer

If you unmatch a value and a customer, you can always rematch them.

In fact, after unmatching a customer with a value, Kimoby will leave them together until you match the value with a new customer or rematch the value and the customer. 

1. Select the Campaigns tab.
2. Select the Data matching sub-tab. 
3. Select the list where you wish to rematch a value and a customer.
4. Next to the unmatched customer, select Rematch. 

Creating a Group From a Match List

After matching values and customers together, you can create a group directly from your match list by choosing whom you wish to include in your group or include all the matches in a group.

This can be useful if you send an Instant Marketing Campaign to those customers.

Creating a Group From a Selection

1. Select the Campaigns tab.
2. Select the Data matching sub-tab.
3. Select the list you want to create a group from.
4. Select the checkbox near the customers you wish to include in your group.
5. Select Create group from selection. 
6. Enter the name of your group.
7. Select Create.

Creating a Group From a Match List

1. Select the Campaigns tab.
2. Select the Data matching sub-tab.
3. Select the list you want to create a group from.
4. Select Create group from matching.
5. Enter the name of your group.
6. Select Create.

Exporting a Match List

After matching customers with data, you can export your results with or without your original document that you uploaded in a .csv or Excel document.

1. Select the Campaigns tab.
2. Select the Data matching sub-tab. 
3. Select the data match you wish to export.
4. Select Export list on the left side of your screen.
5. You can choose a .csv or Excel document and if you wish to export your data match list only or export your data match list with your original document that you uploaded earlier for your match.
6. A green bubble will appear saying You'll receive an email with a link to download your file.
7. In your email inbox, you will receive the link to download your results.
8. Select Download and you will have the full report.