> For the complete documentation index, see [llms.txt](https://docs.crobox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.crobox.com/how-to-guides/product-finders/matching-rules.md).

# Matching Rules

Choose which products your Product Finder shows, in which order, and the benefits that tell visitors why a product fits, with Matching Rules on the Matching tab.

The **Matching** tab is where you choose your Finder's products. Its **Matching Rules** decide which products the Finder shows, in which order, and the benefits that tell visitors why a product fits them.

Matching Rules replace the filters on answers in the Flow tab, and the **Results Filtering Rules**, **Product Benefits** and **Product Ranking** settings in **Setup → Data**.

The Matching tab has two sub-tabs:

| Sub-tab     | Its rules apply                                |
| ----------- | ---------------------------------------------- |
| **Answers** | When a visitor picks that answer               |
| **Finder**  | To every result, whatever the visitor answered |

Click **Save** to save the rules on both sub-tabs together.

{% hint style="info" %}
The first time you open the Matching tab, a short tour shows you around. To take it again, click the **?** icon next to **Save**.
{% endhint %}

## How a Matching Rule works

Each rule reads as a sentence:

* **When** - The condition a product must match, for example *Waterproof \[equal to] Yes*.
* **Then** - What happens to the products that match.
* **And say** - An optional benefit shown on matching products in the results, for example "Keeps you dry in heavy rain".

Beside each rule, a chart shows how many of the Finder's products the rule affects, and **Visitor sees** previews what a matching product shows.

## Add rules to an answer

{% stepper %}
{% step %}

#### Pick a question and an answer

Open **Matching → Answers**, then select a question and one of its answers. Answers that already have Matching Rules are checked, with an icon for each thing their rules do.
{% endstep %}

{% step %}

#### Add a Matching Rule

Click **+ Matching Rule**. New rules are added to the top of the list.
{% endstep %}

{% step %}

#### Set the condition

Under **When**, set the condition for the products the rule applies to.
{% endstep %}

{% step %}

#### Choose what happens

Under **Then**, choose one:

| Choice                       | What it does                                                             |
| ---------------------------- | ------------------------------------------------------------------------ |
| **Only show a benefit**      | The results stay as they are. Matching products show the rule's benefit. |
| **Only show these products** | Products that don't match are hidden when this answer is picked.         |
| **Move these up or down**    | Matching products gain or lose points. All products stay visible.        |

For **Move these up or down**, choose how many points matching products get:

* **Mismatch** (-10), **Good match** (+5) or **Perfect match** (+10).
* **Custom points** - Enter any number. A negative number moves products down.
* **Points from a property** - Multiply a numeric product property by a number of points, so products with higher values score more. The property needs a minimum and maximum in its validation range.

For **Only show these products**, select **Also order them by a property** to rank the remaining products by a numeric property.
{% endstep %}

{% step %}

#### Add a benefit (optional)

Under **And say**, enter the benefit text. Click the thumbs-up icon to show it as a disadvantage instead.

Use **#** to set where the benefit is listed on a product. Lower numbers come first, and benefits without a number come after them.
{% endstep %}

{% step %}

#### Save

Click **Save**.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
A rule that shows no benefit and neither hides nor moves products does nothing. The rule says so until you choose what it does.
{% endhint %}

### Question Weight

Each question has a **Question Weight**: how much its answers' rules count towards a product's **Match score**, compared with the other questions. A weight of 2 makes every Matching Rule of its answers count double, 0.5 makes them count half, and 0 leaves the question out of the score.

You'll find it above the answer's rules, next to the question and answer name.

## Add rules for the whole Finder

Open **Matching → Finder** to add rules that apply to every result, whatever the visitor answered. Click **+ Matching Rule**, set the condition under **When**, then choose under **Then**:

| Choice                       | What it does                                                                                 |
| ---------------------------- | -------------------------------------------------------------------------------------------- |
| **Only show a benefit**      | The results stay as they are. Matching products show the rule's benefit.                     |
| **Only show these products** | Products that don't match are never shown. The rule shows how many products this leaves out. |
| **Boost or bury**            | Moves matching products up (**Boost**) or down (**Bury**) in the results.                    |

A Boost or Bury is a percentage of the best score a product can get from the visitor's answers, from 0% to 200%. Select **Scale the push by a property** to scale it by a numeric product property.

A Boost or Bury changes only the order of the results. Products keep the same Match score, and the rule shows no benefit.

{% hint style="info" %}
If your Finder still ranks by absolute weights from the old Product Ranking setting, the Finder sub-tab shows a note. Those weights keep working.
{% endhint %}

## Check the results

Open the **Products** tab and answer the questions to see the products your rules return. The **Match** column shows each product's Match score. Hover the info icon next to it to see the benefits the product matched and what each rule added. See [Product Quality Assurance](/how-to-guides/product-finders/product-quality-assurance.md).

## Frequently asked questions

<details>

<summary>Where did the answer filters and the Setup data rules go?</summary>

They are Matching Rules now. An answer's existing filters and benefits appear as Matching Rules on that answer in **Matching → Answers**. The answer settings in the Flow tab and **Setup → Data** both show a banner. Click **Open Matching** to go straight to the rules.

</details>

<details>

<summary>What's the difference between Only show these products and Move these up or down?</summary>

**Only show these products** hides every product that doesn't match. **Move these up or down** keeps every product and changes their order. Use it when a product that doesn't match can still be a good result.

</details>

<details>

<summary>Why doesn't a Boost or Bury show a benefit?</summary>

A Boost or Bury changes only the order of the results, not how well a product matches the visitor's answers, so there is no benefit to explain.

</details>

<details>

<summary>Do I need to publish after changing Matching Rules?</summary>

Yes. Saving updates your draft. Publish a new version in the Versions tab to make the changes live. See [Publishing & Versions](/how-to-guides/product-finders/publishing-and-versions.md).

</details>


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