How to Master Introductions, Presets & Match Automation in Your Matchmaking Software

Tips • April 27, 2026

By Kair Mourtazov, SmartMatchApp Product Specialist

Reading time: 6 minutes

30-Second Summary (TL;DR)

Mastering Introductions, Presets, and Automation in your matchmaking platform turns a manual process into a scalable, self-running system.

Send branded, privacy-controlled introductions without leaving your CRM
Use Presets to save search criteria and reuse them across every function
Automate the full matching cycle — from surfacing suggestions to sending introductions and collecting feedback
Control daily match volume with configurable limits to protect client experience
Chain multiple automation steps into one workflow that runs without any manual input

When configured correctly, advanced matchmaking software doesn't just support your business — it runs it.

What Are Introductions in a Matchmaking CRM?
Key Features of the Introductions Module
What Are Presets and Why Do They Matter?
Key Features of the Presets Module
How Match Automation Takes Over Your Routine Work
Key Features of the Automations Module
Key Benefits for Your Matchmaking Business
Putting It All Together: A Real-World Workflow Example
Next Step

Running a successful matchmaking business means doing more with less — less manual work, less repetition, and less time spent on tasks that should happen automatically. This article is based on a podcast from the team behind one of the leading matchmaking CRM platforms, which walks through three of the most impactful capabilities in modern matchmaking software: Introductions, Presets, and Match Automation. Whether you're a solo matchmaker managing a growing database or a team running hundreds of client profiles, mastering these tools will transform the way you work.

1. What Are Introductions in a Matchmaking CRM?

An Introduction is the formal step where you connect two matched clients by sharing each other's profiles — selectively and professionally. It is one of the most important moments in the matchmaking process, and modern matchmaking platforms give you full control over exactly how it happens.

When sending an Introduction, you can choose exactly which profile fields, photos, and media files each client sees. This protects client privacy while still delivering a compelling first impression.

2. Key Features of the Introductions Module

Advanced matchmaking software handles the entire introduction process from within a single system — no third-party tools required. Key capabilities typically include:

Select which fields are visible on each side of the introduction (e.g., hide contact info until both clients accept)
Attach photos, videos, and documents to personalize each introduction
Track the status of every introduction: sent, viewed, accepted, or declined
Allow clients to view introductions and provide feedback through their member portal

Once an introduction is sent, the platform automatically logs it in both client profiles so your team always has a complete history at a glance. Industry-leading platforms such as SmartMatchApp demonstrate how this module can be fully branded and customized to match any agency's workflow.

‘Mutual Introductions’ istatus interface highlighting the ’section for tracking member introductions and automated client feedback. Courtesy SmartMatchApp.

3. What Are Presets and Why Do They Matter?

Presets are saved search configurations that allow you to quickly filter and match clients based on predefined criteria. Instead of rebuilding your search filters from scratch every time, you create a Preset once and reuse it across your entire workflow.

This is especially powerful for agencies that work with different client segments — for example, one preset for clients seeking long-term relationships and another for professional networking events.

‘Email Settings’ interface highlighting the ‘Email templates’ section for creating one-click professional member introduction messages and automated client communications. Courtesy SmartMatchApp.

4. Key Features of the Presets Module

A well-built matchmaking platform allows agencies to manage multiple preset configurations from a centralized view, making it easy to scale operations without sacrificing consistency. Core features to look for include:

Create multiple Preset groups tailored to different functions: Introductions, Profile Update Requests, Search Suggestions, and more
Assign a Default Search Preset Group for one-click access to your most-used filters
Reuse a single preset group across multiple functions to eliminate redundant setup
Organize and reorder preset groups so your most-used configurations are always front and center
Share preset logic across your team for standardized, consistent matching

5. How Match Automation Takes Over Your Routine Work

Automation is where modern matchmaking software delivers its greatest operational value. An advanced automation engine lets you build intelligent workflows triggered by specific events — so the system works in the background while you focus on your clients.

As demonstrated in this webinar by the team at SmartMatchApp — an industry reference for matchmaking CRM platforms — end-to-end automated workflows can handle everything from searching for match suggestions to sending introductions and collecting feedback, all without manual intervention.

6. Key Features of the Automations Module

Modern matchmaking platforms support multi-step workflow automation across the entire client lifecycle. Core automation capabilities include:

Trigger workflows from dozens of events: a match moving to a new group, a client completing a profile update, a contract being signed, and more
Use a Search Suggestions action to automatically find and surface new matches based on preset criteria
Control how many matches are moved from Suggestions to active Matches per day with a configurable Limit setting
Auto-send introductions via email and SMS text message for maximum client engagement
Use a Change Client Profile action to automatically update match preferences, location, types, and custom fields based on any trigger
Chain multiple actions in a single workflow: search → match → introduce → notify → collect feedback

7. Key Benefits for Your Matchmaking Business

Dramatically reduce the time spent on manual, repetitive matching tasks
Ensure no client falls through the cracks with automated follow-ups and reminders
Deliver a more consistent, professional experience to every client
Scale your business without scaling your workload
Generate more revenue by keeping clients engaged and moving through your pipeline

‘Introduction Feedback’ interface highlighting feeback and custom introduction communications. Courtesy SmartMatchApp.

8. Putting It All Together: A Real-World Workflow Example

Here is how Introductions, Presets, and Automations work together in a single, seamless workflow — as illustrated in the webinar using a leading matchmaking platform as reference:

A new client completes their profile via a custom web form
An automation triggers the Search Suggestions action using a saved Preset
The best matches are moved to the client's Match Group (with a daily limit you control)
Another automation fires and sends a branded Introduction email — and optionally an SMS
The client logs into their member portal, reviews the introduction, and submits feedback
A final automation adds the client to a follow-up list and sends a survey three days later

This entire sequence runs without any manual steps from your team.

Summary

Introductions, Presets, and Automations aren't standalone features — they are three layers of the same system working together.

When your introductions are configured to show the right information, your presets are saving the right search logic, and your automations are triggering the right actions, your matchmaking platform stops being a database and starts being a fully operational matching engine.

Key principles:

Introductions give clients a professional, privacy-first first impression
Presets eliminate repetitive search setup and standardize your team's workflow
Automations chain the entire matching cycle — from suggestion to feedback — without manual work
Daily match limits and SMS delivery keep client engagement high without overwhelming them

Continue Reading

This guide is part of a series on how communities increase engagement using AI matchmaking software. The full framework covers five proven steps — from building a structured member database, to automating introductions and feedback collection, scaling with automation, and capturing member data with seamless intake forms.

👉 👉 Start with the full framework: How Communities Increase Engagement Using AI Matchmaking Software — 5 Proven Steps

Next Step

If you want to explore how AI matchmaking can be tailored to your community, modern platforms like SmartMatchApp provide end-to-end solutions for managing data, automating introductions, and scaling engagement.

👉Book a demo to see how it works in your specific use case.