Below are common issues encountered when setting up or using MailMatch. This list is regularly updated.
I can't connect to Cinode during configuration
This issue is often related to insufficient access levels in Cinode. For MailMatch integration, your account must have Manager-level access. Additionally, ensure that the required API modules are activated for your Cinode instance. If these modules are not activated, please contact Cinode support for assistance.
Issues connecting Outlook
If you encounter problems when connecting Outlook to MailMatch, this is often due to organizational settings in Microsoft Entra (formerly Azure AD). Your organization may have restricted app authorizations for Outlook. Please contact your IT department to review and adjust these settings as needed.
Problems connecting Teams
Connection issues with Teams may occur for the following reasons:
The MailMatch account attempting authorization does not have a valid license for Teams (e.g., it may only have an Exchange Online license).
Organizational entry permissions may block your account from authorizing external apps with Teams.
In both cases, reach out to your IT administrator for support in verifying your license and permissions.
I added a new customer, but it isn’t appearing in the list
If you added a new customer for use with MailMatch and it doesn’t appear in the list, click the Previous button, then click the Next button to refresh the customer list.
I added a new pipeline or stage, but it isn’t appearing in the list
If you added a new pipeline or stage for use with MailMatch and it doesn’t appear in the list, click the Previous button, then click the Next button to refresh the pipeline stage list.
How do I choose the best Minimum Matching Score?
The Minimum Matching Score defines how many skills a consultant must match from the skills parsed in the email for the email to be considered relevant to the company. If no consultants meet the minimum score, the email will not be added as a project.
To get started, we recommend setting the score at 20% to test the integration and evaluate the types of emails being ingested. If you notice irrelevant projects being added to Cinode, gradually increase the percentage. This process involves trial and error, but starting with a lower score allows you to fine-tune the integration to your needs.
How does MailMatch work with mail filters?
MailMatch processes emails after they reach their final destination. For example, if an email arrives in your inbox and is then routed to a specific folder by a filter, MailMatch will only process it if that folder is set up in MailMatch and is the email's final destination. Ensure the folder you configure in MailMatch is where the filtered emails ultimately reside.
How do I troubleshoot if no emails are being processed?
Verify that MailMatch is set up correctly and that the folder where the emails are located is configured in MailMatch.
Ensure that the API connection to Cinode or other platforms is active and not experiencing any interruptions.
Check if the Minimum Matching Score is set too high, as this might filter out all emails.
Review logs in the integration platform to determine if any executions are failing.
If a consultant’s skills are outdated or incomplete, it may affect matching accuracy. Update the consultant profiles in Cinode regularly for optimal results.
Can MailMatch process emails with attachments?
No, MailMatch does not currently process emails with attachments, but this is a feature we are actively exploring for future updates.
What is the recommended folder structure for MailMatch?
We recommend using a dedicated email address for MailMatch to ensure all processed emails are relevant. For best results, ensure all broker emails and project requests are sent to this account. Your sales team can also use this email to forward leads and opportunities by including details such as roles, dates, required skills, and more, enabling fast and efficient aggregation of potential projects.
How can I tell if MailMatch is working?
When logged into the integration platform, go to Executions to view a list of recent executions. You can filter by date, status, and integration (if you have multiple integrations active).
Can I modify the skill matching parameters?
Currently, the skill matching parameters are customizable by users through the configuration flow on our integration platform. However, if a specific adjustment is required, the internal team can provide support or escalate the issue.
How does MailMatch handle consultants with incomplete profiles?
If a consultant's profile is incomplete, MailMatch may not be able to provide accurate matches. It’s recommended to ensure consultants have a complete profile, including skills, experience, and certifications, to improve match quality.
Can MailMatch match consultants based on location?
Yes, MailMatch can match consultants based on location, but it uses the consultant's team location and the configured teams and location radius in the integration platform. If a team’s location (or multiple teams) is within the radius of the role’s location, MailMatch will look at all consultants within those teams for a match. Consultants outside of the configured teams will not be matched to the role, even if they are geographically close.