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Matching & Advice
Define the advice logic: when are which products advised?
Match products
Which products match which answers?
Determine the advice logic in MatchingOnce you've added your product catalog, you can start drafting the advice. Here you will learn the basics.
Match multiple products faster with rulesDo you want to set up rules that do the matching for you? Then read on quickly!
Match multiple products at once with bulk matchFor when you want to match multiple products at the same time but can't use rules.
Match a single productMatch answers to questions per product
Test & improve
Give the best advice possible
Check the contents of your product finderHave you finished your product finder? Check whether you have processed the points below before publishing it.
Test & Tweak your adviceWe recommend thoroughly testing your product finder before publishing it. Read how to do that and what to look out for here.
Empty advices in my product finder: what do I do with this?Here you can read what an empty advice is and in what situations it occurs. And what you can do to solve it.
10 tips for good adviceHave you finished matching your product finder? Check the quality of your advice with these 10 tips before hitting the Publish button.
Adjust your Result settingsHere you can read which settings you can use to optimize your advice.
Set a question as a filterWhere appropriate, exclude products with a poor match from your advice by setting a question as a filter.
Advise multiple products with Package adviceCreate an advice with different products that together solve your customer's problem.
Use your Product finder as a Product checkA product check displays specific advice about whether the product the customer is looking at is the best decision.
Sort equal-scoring advice based on marginWe are often asked whether you can influence the order of advice based on the margin. The answer is: yes! Below we explain how.