How email matching works
Suggestions come from comparing names, with company and project tags as extra evidence. The HIGH, MEDIUM and LOW badges tell you how much checking a match needs.
What we compare
We compare the author's details with each contact in your connected source and combine them into a score. The last name counts most, then the first name. Two extra signals raise the score:
Company or email domain. The companies are similar, or the contact's email is on a domain containing the author's company or full name. Free providers such as gmail.com do not count.
Project tag. The contact has a tag containing the name of the testimonial's project. This works with ActiveCampaign and Kit only.
How names are compared
Names do not have to match exactly.
We allow for: capital letters, accents and small typos. Jose matches José, and Jonathon is close to Jonathan.
We do not recognize: nicknames. Bob and Robert are treated as different names.
We cannot separate: different people with similar names. Jon Smith and Jan Smith look almost the same. That is why you review.
What the badges mean
Badge | What it usually means | What to do |
|---|---|---|
HIGH | Both names match closely, and a company, email domain or project tag backs it up | Glance at the company, then accept |
MEDIUM | The names match well with nothing to back it up, or the names are close, or there is only one name | Check the company or email first |
LOW | The names are only partly alike | Confirm with another detail before you accept |
A perfect name match on its own is MEDIUM, not HIGH, because two people can share a name. Contacts that score too low are not shown at all.
Authors with one name
Run sync skips them, because one name is too little to go on.
Find Email searches for them, but the result can never be HIGH.
What a match does not tell you
That it is the same person. HIGH means very similar, not certain.
That the email works. We show what your source has on file.
Good habits
Add the company to testimonials. It does more for match quality than anything else.
If you use ActiveCampaign or Kit, tag contacts with the project name.
Check the company before you accept, even on HIGH.
If something goes wrong
Someone I know is in my CRM did not come up
Their name may be recorded differently, or the testimonial may have only one name. Try Find Email, or add the email with Edit.
Two contacts are both HIGH
See Email conflicts.
A match is LOW, but I am sure it is right
Check one more detail, then accept it. LOW means check first, not wrong.
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