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Open Advocacy → Match Review. The tabs are Needs review, Unmatched, Skipped, and Linked.

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Review a supporter

  1. Search by name or email and open the relevant tab.
  2. Compare the incoming supporter with the suggested individuals, including email and household information.
  3. Choose Link for the correct candidate. If none is correct, use Link to another individual — search by name or email.
  4. If the supporter is genuinely new, choose Create new contact and read the confirmation that a household contact will be created.
  5. Use Skip when the record should not be linked or imported.
  6. Confirm the resulting record is in the expected tab and inspect its contact link.
Open Linked, find the supporter, and choose Unlink if the match is wrong. Read the confirmation, then review and link the appropriate individual. Use Skipped to revisit records you previously set aside.

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Troubleshooting

Do not accept a match on name alone when multiple people share that name. Open the candidates’ contact records and compare other information. If no action is available or an action is denied, ask your Owner or Super Admin to review your access. A match connects activity to a person; it is not a payment, gift, or permission to send marketing messages.