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How do you set-up and action Identity Matching?

By the end of this guide, you will have: Understood how to set-up and manage Identity Matching within MirrorWeb Insight. Prerequisites Bef...

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Written by Evie Lynch
Updated this week

By the end of this guide, you will have:

Understood how to set-up and manage Identity Matching within MirrorWeb Insight.

Prerequisites

Before starting this guide, please ensure that you have the following information:

  • Log-in credentials to MirrorWeb Insight;

  • Details of the Domains you'd like to monitor for Identities

Steps - Set-up Identity Matching

1. From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.

From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.

2. Click on Identities.

Click on Identities

3. In the dropdown menu that appears, click on Settings.

In the dropdown menu that appears, click on Settings

4. Click on Add domain.

Click on Add domain

5. In the Name field, type the domain name.

In the Name field, type the domain name

6. Input the domain.

Input the domain

7. Select the domain type. You can select Staff, Client, Prospect, Uncategorized, Personal.

Select the domain type. You can select Staff, Client, Prospect, Uncategorized, Personal.

8. Click on Add domain.

Click on Add domain

Steps - Action Identity Matching

1. From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.

From the Insight dashboard (my.mirrorweb.com), navigate to the Communications module.

2. Click on Identities.

Click on Identities

3. In the dropdown menu that appears, click on Matching.

Click on Matching

4. The domain is then used to monitor ingest for the associated platforms. You can view details and action new Identities under Matching.

The domain is then used to monitor ingest for the associated platforms. You can view details and action new Identities under Matching

5. You can action each Identity Match here. There are three options:

  • Create New Identity

  • Assign to Existing Identity

  • Ignore Match

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