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How does Contextual's matching work?

Matching Intelligence

Once the Contextual SDK is integrated, it sends screen visits and clicks to the cloud. The SDK does not send personal data to the cloud unless you include it in your tagging. This is done by your developer either inside the SDK or from your backend applications.

Setting up

  1. You create an Guide here.
  2. You create your filters to match your users
  3. You design your Tips and let save the Guide.
  4. Enable your Guide

What the matching engine does

Once enabled, the engine will continuously test for matches. The Contextual platform will only match one Guide to one device - this ensures you are not spamming your users. Of course you can run multiple Guides at one time. The Guide will run CONTINUOUSLY until it expires.


If you make a change to a running Guide, it will ONLY affect the matches and installs that occur AFTER the change. (However you can't edit any Guide that is part of an A/B Guide because it will pollute the results).


You can re-target users with an updated Guide by using the "re-run" option. HOWEVER users who have previously matched may have seen your Guides content previously AND will see it again.

We encourage using "re-run" while you are creating your Guide and testing on just a few users.

We discourage using "re-run" on production users for the reasons above.

Please refer the video below.

Matching Example

Here is an example, we will consider iOS only just to keep it simple.

Scenario: Assume there is a total of 20 devices/installs (all iOS) that have matched and then 10 additional devices/installs after we created the Guide. Assuming we created our filters to match all of these installs (e.g "user's who just installed on iOS")

  1. The first 20 devices will match when the Guide is started. Matching is fairly real-time.
  2. For each of the 10 additional devices, they will be matched when they are created (or qualify for the match)

All Contextual Guides (campaigns) will trigger real-time for the selected audience until it expired. See Timing tab on your Guide.

So you can have a new user qualify for a tip by selecting a target audience that is filtering with a Tag value/condition without having to re-run or schedule the Guide.

Last update: 2022-02-14