Configure a Decision Tree

The SourceMatch Admin portal allows you to configure a decision tree for a client organization.
Note:
You must have the 'Admin' permission on your SourceMatch account to configure a decision tree.

You can start from a template, or configure the tree if you have all of the steps mapped beforehand. If the client organization does not currently have a configured decision tree, the initial page displays a 'currently unavailable for your account message'. After you publish the client's decision tree, this page is replaced by the Initial Step or first Option question that you configure.

  1. Navigate to the MSP view.
  2. Click SourceMatch.
    The SourceMatch application opens in a separate bowser tab.
  3. Click the user name icon, and click Admin.
  4. Add questions and answers to the main display using the available options.
  5. To save your progress and return later, click .
  6. Click .