Matching Engine Overview

Platinum Feature: The Matching Engine feature is available with the Cloze Business Platinum Plan.

The Cloze Matching Engine is designed for a “broker” model where you need to match “products” to prospects (and vice-versa).

Industry applicability:

Real-Estate: Match properties to customers based on their features
Recruiting: Match positions to potential candidates based on their profile
Non-Profit: Match list of potential donors to a current campaign based on their expressed interests.
And others like cars, yachts, antiques and art.

You can create Pick List Custom Fields to show which People are a match to the "Product" (Property, Job, Car, Yacht, Campaign, etc.) and vice-versa.

GETTING STARTED

Create Matching Custom Fields

Pick List Custom Fields are used to show which People are a match to a Listing (Property, Job, Car, Yacht, Campaign, etc.) and vice-versa.

LEARN MORE ➜ Here are step-by-step instructions on how to create Matching Custom Fields.

Rename your Projects/Deals section (optional)

This is optional, but you may want to change the default section label to the name of "product" you are brokering (for example: Property, Listing, Job, Car, Yacht, Campaign etc.).

LEARN MORE ➜ Here are step-by-step instructions on how to rename the section label for your Projects/Deals to match the product you are brokering.

Set the matching values for your contacts

When you create contacts in Cloze you can set your new Matching Fields. The profile criteria you set will be used to create matches to Property, Job, Car, Yacht, Campaign, etc in which they may be interested.

There are three ways you can add your People into Cloze:

Create it in Cloze - tap on the compose icon in the upper right and create a Person and set your Matching Custom Fields.
Import via CSV - Import your Property, Job, Car, Yacht, Campaign, etc into Cloze via a CSV file.
- Learn more about importing CSV files into Cloze.
- Export a customized template you can use to import your Job/Properties/Deals etc
Create via API
- Cloze API - Using Cloze's API you can create your Property, Job, Car, Yacht, Campaign, etc automatically.
  Learn more about Cloze's API.
- Zapier - Using Zapier you can create Property, Job, Car, Yacht, Campaign, etc via Zaps you create.
  Learn more about Cloze and Zapier.

Set the matching values for the "product" you are brokering (e.g. Property, Job, Car, Yacht, Campaign, etc)

There are three ways you can add your "Product":

Create it in Cloze - tap on the compose icon in the upper right and create a Property, Job, Car, Yacht, Campaign, etc and set your Matching Custom Fields.
- Learn more about Creating Deals/Projects/Properties/Jobs in Cloze.
Import via CSV - Import your Property, Job, Car, Yacht, Campaign, etc into Cloze via a CSV file.
- Learn more about importing CSV files into Cloze.
- Export a customized template you can use to import your Job/Properties/Deals etc
Create via API
- Cloze API - Using Cloze's API you can create your Property, Job, Car, Yacht, Campaign, etc automatically.
  Learn more about Cloze's API.
- Zapier - Using Zapier you can create Property, Job, Car, Yacht, Campaign, etc via Zaps you create.
  Learn more about Cloze and Zapier.

Find clients that match criteria for Properties, Jobs and Campaigns

Once your clients and Properties, Listings, Jobs, Cars, Yachts, Campaigns, etc are loaded into Cloze you will start to see matches.

LEARN MORE ➜ Here is an example that shows people matching to Properties.

Find Properties, Jobs and Campaigns that match criteria for clients

Similarly when you view people you will see matches to Properties, Listings, Jobs, Cars, Yachts, Campaigns, etc.

LEARN MORE ➜ Here is an example that shows Properties matching to a person.

Turn summaries into emails automatically

When matches are available you can easily send them to the person in a formatted email that includes off the details you set.

LEARN MORE ➜ Here are step-by-step instruction on how to send Properties, Listings, Jobs, Cars, Yachts, Campaigns, etc. matches to a specific Person based on their profile preferences.

Create mail-merge emails containing Properties, Jobs and Campaigns to send to matching clients

When matches are available on a Property, Listing, Job, Car, Yacht, Campaign, etc. you can send a Mail Merge email to each matching person.

LEARN MORE ➜ Here are step-by-step instruction on how to send a Mail Merge to matching clients.