Lead Matching

When someone interacts with your content on social media, Oktopost will store their engagement (comment, like, link click, etc.) and profile information, and try to match it to an existing record inside your marketing database. Once a match is found, Oktopost will automatically sync this person's social activities with the external record, allowing for better nurturing, scoring, and attribution.

There are two prerequisites to matching leads:

  1. Enabling Lead Tracking in Settings > People Database > Data Retention.
  2. Integrating Oktopost and at least one of the following systems: Salesforce, Marketo, Pardot, HubSpot, or Eloqua.

Once connected, the matching engine will start working and will either match leads automatically and show them under People Database > Synced or will ask you to review and confirm a match under People Database > New and Saved.

How we calculate the matching score

Oktopost uses various strategies to calculate the matching score, taking into account leads' contact information, cookies, existing leads inside your marketing database, and additional information that we get from sub-processors.

Matching leads automatically

By default, Oktopost matches automatically only when there's a 100% probability that it’s the same record. You can change the matching threshold under Settings > People Database > Matching.

Note that in some cases, Oktopost can find more than one possible matching records for a lead. In that case, if you choose to change the threshold, it will automatically select the most recently modified record with the highest match score.

Why some leads don't have a matching score

No matching score means that this lead is either completely new or that Oktopost doesn't have enough data to match it with your marketing database. If this lead is relevant, we recommend adding them to your Saved list, and Oktopost will continue to track their engagements until it has enough information to match by. Alternatively, you can manually add this lead to your marketing automation or CRM, and Oktopost will save the match for future syncing.

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