The next step in your program setup is to configure your Profiles & Algorithm. From your Registration page, click on the Configure button next to Configure and Preview Questionnaire and Algorithm.
This will take you to the Profile & Algorithm page, where you can review each of the different questions and fields that your Users will provide information on when they register for your Program:
There are two types of fields: Admin Imported Fields and Participant Populated fields:
Some of the questions you see here are mandatory and must be answered by Users; a DEFAULT tag accompanies these questions. The group of Users these questions are asked is indicated along the left-hand side of the question. For example, the Role question must be answered by all Users (All Participants), whereas the Capacity question needs only to be answered by your Group Facilitators/Mentors:
Clicking on each of these questions will expand them to provide more information on what will be asked, along with some settings you can configure further.
Note: Some settings will vary depending on the type of question being asked.
Adding Questions
Sometimes you might want to ask your Users a specific question or collect a relevant piece of data to use to inform the matching process. To facilitate this, you will need to add a question by clicking on the blue Add Question button near the top of this page:
This will open a menu where you will see a variety of options including: Reuse a question from another Program, browse Question Templates, create a question from scratch, and Import User Data.
For more information on how questions are organized, you can check out Profiles & Algorithm.
Selecting your question type:
First, you'll need to decide what kind of field you will want to add. Your options will be broken down into two different categories: Identity and Personal Development.
For this example, we are going to select the Hard Skills template
At the bottom select Add Template to begin configuring your question.
Configuring your questions:
There are several key steps to creating and configuring your new questions. We will run through each step below:
Select what kind of question you are creating:
The first step for configuring your question is to choose the type of question you are asking. In the last step, we selected Hard Skills in the Personal Development section. You can also change this to Identity or Custom based on your needs.
Identity Question:
This question is used to identify and match Users with certain traits and is asked to All Participants.
Personal Development Question:
This question is used to match Users based on their development needs such as their goals, skills, and aspirations. This will be phrased differently for each type of participant.
Note: The matching logic for Personal Development Questions can either be set to Let users indicate their preference in match or No question logic. Let users indicate their preference in match allows Users to set their own match strength and update their matching preferences to create a more personalized mentorship experience, while No question logic prevents responses from having an effect on matching.
Custom Question: This question can be tailored to fit your Program's needs.
Select who will be asked this question:
The next step is to select who will be asked this question separated by the Question for teaching role field and the Question for learning role field.
Select your question format:
For the Personal Development question, you can choose between 3 options to arrange your response options:
Multiple Choice
Dropdown
Multiple Choice with Categories
Each method of organizing has its pros and cons. Depending on the type of question you're asking and the number of options you intend on providing, you may find that a Dropdown or Multiple Choice with Categories is clearer for your Users. Generally, we recommend that for long lists of response options, it can help to display them as a searchable dropdown. When there is some hierarchy (e.g. cities by country) it may help Users think through their answers better when they are broken out into categories.
Note: For Identity and Custom questions, you will have 4 additional options to choose from: Numeric, Short text input, Long text input, and PDF Upload.
Select your matching logic:
If you have selected to create an Identity or a Custom question, you will need to determine the matching rule for this field. Here you have a few different options available based on the question type you have selected previously:
No question logic: Responses will not have any effect on matching.
Matches: Look for overlap in responses between Users.
Does not match: Avoid overlap in responses between Users.
Matches in certain cases: Look for overlap in certain combinations of responses.
Let users indicate their preference in match: Adds the ability for Users to indicate their desired match attributes.
Each matching rule will work slightly differently depending on how you would like Users to match. We will run through a few examples for you to better understand the various types:
Matches: Use this when you want your Users to have the same hard skills.
For example, select the Matches rule when you want Users to share the same type of coding language skills.
Does not Match: Use this when you want your Users to have different hard skills.
For example, you might want Users to have skills in two different coding languages to match together.
Matches in certain cases: Use this when you want Users with a specific hard skill to only match with Users who have a set of specific hard skills.
For example, mentees with "Marketing Placeholder 1" should only match with mentors with "Sales Placeholder 1" skills:
Let users indicate their preference in match: Use this when you want mentors and mentees to be asked slightly different questions to understand what they prefer in a match.
For example, ask mentees "What hard skills do you want a mentor to help you with?" and ask mentors "What hard skills can you mentor someone on?"
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For this example, select a regular Matches rule (i.e. both the mentee and mentor's hard skills should match):
Making changes to your question text:
First, determine if you need to make any changes to your question. For example, the question "What are your hard skills" works well for both mentees and mentors. If you want to add any clarification or instructions, you can add an optional description by clicking the blue text. This will create a description textbox for you to populate:
Configuring your response options:
Depending on the Question Type you selected in Step 1, you will see a few different options here.
For example, you can organize your response options by Category, with individual response options included in each category. You can break down your options into categories based on the business units relevant to your program:
To add response options, enter them in the textbox that states + Add new option:
To add additional categories, click the Add Category button:
Next, you can configure the number of responses a User can select. If you would like your Users to be able to select multiple options, you can set that value here. Otherwise, if you only want them to be able to choose one option, you can set this value to 1.
For example, to give your Users a few different options to select, set this value to 3 responses:
Additionally, you can give your Users the ability to add their own responses to the question by toggling the button located under the Can add custom options section:
Lastly, you can select whether or not a response is required for this question by toggling the button located under the Response Required section:
Selecting your question's visibility:
When creating a new question, you can determine who will be able to see this information on other Users' profiles. Here you have two options:
Visible to everyone: Participants and Admins can see this field on their profiles.
Visible to admins and mentors: Only Admins and mentors can see and use this information.
Visible to admins only: This is typically used for more sensitive information that you would like to collect, but not made available to other users to see on a person's profile. Examples could include: pay grade, address, etc.
For example, to make this information visible to everyone, select Visible to everyone:
Once you have successfully configured your question, click the Next button to proceed:
Note: If you have created a Personal Development question or have set your Matching Logic to No question logic you can click the Save button to create your question!
Setting the Match Strength:
The final step in this process is to decide how much you want to prioritize matching Users based on this field. You can always edit a field's match strength later on even after registration launches, however, it is best to decide before matching begins.
When deciding on your matching strength, you have two main options:
A must: If this rule is not met, Users will be prevented from being able to match.
Priority levels: Depending on the priority of this field, you can choose how to weigh this matching field relative to other matchmaking fields. Options include:
High priority
Medium priority
Low priority
Custom priority: With a custom priority, you can enter a specific value (ex: 5). Values above 5 will be treated as a step above High priority, and values less than 1 will act as a step below Low priority.
For example, setting this field as a must means users will only be matched if this rule is met.
Once you have decided on your matching strength, be sure to click the blue Finish button in the bottom right-hand corner to finalize your new field!
Once you have completed the setup for your question, you will see it appear alongside your other fields back on the Questions & Algorithm page:
To continue building your program, head over to Step 4 - Matching Process
Have more questions? Submit a request here and let us know how we can help!