4.11, 4.12, 4.13. Customize > Matching Rules, >Manual Rules, >Tags

Customize > Matching Rules

This location is reserved for adding custom matching rules.  Due to the various settings and rules required to work seamlessly and in combination, features such as this should only be used under the guidance of MME support staff.  Custom matching rules can provide flexibility and precision in how MME matches email beyond email addresses in the email header or event invitee list.  Custom rules will apply to both emails and events.  Some Users with Standard User profile in Salesforce may need modification to their profile permissions for custom objects in order to have custom matching strategies apply.

Examples of custom strategies that can be part of automatic matching are:

• Using up to three words in the subject
• Using a unique value in the body of an email
• Matching to a Contact and following a lookup relationship to a custom object
• Matching to Accounts only when an Account picklist value contains one or more specific values
• Matching only to a Contact when a Boolean Contact field is checked (true) or unchecked (false).

Customize > Manual Rules

Similarly to custom automatic matching rules, manual rules establish custom rules that operate in conjunction with a User’s actions to manually match an email from the MME Activity Dashboard accessed from the MME website.  Due to the various settings and rules required to work seamlessly and in combination, features such as this should only be used under the guidance of MME support staff.

Customize > Tags

This feature works in combination with custom matching rules and features within the MME Control Panel (Company > Precision Matching) as well as the MME email composer.  If the MME Send Email button is placed on an object’s page layout that is listed here, then when the MME email composer is used to send an email, a unique tag is added in white to the bottom of the email body.  The tag will be comprised of the prefix mme + the 18-digit record ID from which the email is being sent.  This essentially places a unique value in the body of the email that can then be utilized in custom rules to ensure precise matching of a message to a particular record.

Due to the various settings and rules required to work seamlessly and in combination, features such as this should only be used under the guidance of MME support staff.