Matching a value with customers

Data matching allows you to match customers with information you might have on them.

For example, if you have a list of VIN numbers, you can match that VIN numbers list to the according customer.

This can be useful to create a group and to send them a campaign.

  • Click on your name, at the top right corner of your screen.
  • Click on Data matching.
  • Click on New Data Matching.
  • Drag your file or click on browse your files to upload your list in Kimoby.
  • Wait until your file is green.
  • Then, click on Create match.
  • Select the value you want to match to the customers.
  • Select the corresponding value.
  • Click whether you want the value in Kimoby to correspond exactly to you file or to contain it partially.
  • Click on Match.
  • Then, you will see the complete list of customers that were matched with your list.

You can create a group from that list, unmatch a value and a customer that was linked, manually match a value with a customer, export your list, etc.

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