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.

  1. Click on your name, at the top right corner of your screen.
  2. Click on Data matching.
  3. Click on New Data Matching.
  4. Drag your file or click on browse your files to upload your list in Kimoby.
  5. Wait until your file is green.
  6. Then, click on Create match.
  7. Select the value you want to match to the customers.
  8. Select the corresponding value.
  9. Click whether you want the value in Kimoby to correspond exactly to you file or to contain it partially.
  10. Click on Match.
  11. 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.