In order to determine constituent matches, you are able to set up lookup criteria sets. We supply default values but if you want to fine-tune the look up process you can do so at this point. You can change the default values (this will affect all templates created after your changes are made) or you can change the criteria for a specific template.
Default Criteria Sets can be changed on the data source selection screen (see screenshot below). You can watch a video regarding Defalut Criteria Sets here.
Criteria Sets specific to a template only affect the record matches for that template. You may find that specific adjustments for your templates will help you increase the accuracy of your matches. You can watch a video specifically regarding Criteria Sets connected to a template here.
Below, you can see a sample of Individual Criteria Sets.
For each criteria set you create, you can specify how good a match it is. This is useful when you review the data, as you are able to tell whether or not a match was exact, good or poor. For example in line 2 above, we have specified that an email match is an exact match. However if you know that you have duplicate emails in RE you may want to make this a good match instead. Exact and Good criteria set matches will result in rows being labeled as “Update” in the Review screen. Poor matches will prompts users to “Decide” if the match is valid.
To create your own press the plus symbol. To edit an existing criteria set double click the row or press the pen symbol
The screen above appears and gives you many different options to choose from.