One of the most important steps to consider after you have launched your program is to understand how it is performing. There are two main ways to get a better idea of the status of your program:
1. Through your Reports section: check out our article here on how to view and customize your own reporting!
2. In the Monitor Health tab of your program: this is the section that we will focus on more here.
Finding your monitor health section is easy: first, you will want to start by selecting your program from your admin home page. Then, along the left-hand side, you can click the Monitor Health tab:
Once you are on the Monitor Health page, you will see 4 different sets of information:
- Sessions Completed
- Sessions Upcoming
- Email Delivery Analytics
- Matching Health Score
We will break down each of these individually for you below:
- Sessions Completed: this metric is just as you would expect, it provides you with a total count of the number of sessions that your users have completed. Each time users meet for a session and it is updated in Together, this value increases.
- Sessions Upcoming: this metric provides you with a total count of the number of sessions your users have booked in Together but have not yet attended/completed. These sessions are a representation of all future sessions planned for your matches. This value will go up and down depending on new sessions booked, and booked sessions that have since been completed.
- Email Delivery Analytics: here we show you a table that outlines some of the important session-related emails that have been sent to your users, along with delivery metrics such as how many may have failed to be delivered, how many users opened them, as well as when the most recent email has been sent.
- Matching Health Score: here you can see 5 different views of your current matches at a glance. For more detailed information across each category, simply click on the arrow or surrounding box:
Once you select one of these options, you will be taken to a table with more details about each of the relevant matches:
In my case, two of my matches are considered On Track, and it looks like they've had a couple previous sessions:
Sometimes though matches will need to be examined a bit further, these matches will be placed in the Needs Check-in tab. Matches can be placed in this tab for a number of various reasons, which include not booking their first session, haven't booked a session in over 30 days, having low session feedback scores or indicating poor matching fit.
Criteria for Needs Check-in:
Haven't booked first session: Matching has not booked their first session within 14 days
Haven't booked in over X days: Matching has not booked a session for X days. This value is based on the Session Frequency for your program.
Submitted low feedback score: If a user in the matching submits feedback less than or equal to 2
Indicated poor fit: If a user in the matching answered their post-session feedback question indicating that the matching is a poor fit
For new matches where we might not have enough data to decide yet, they will be placed in the Too Early to Tell tab until they can be sorted into On Track or Needs Check-in:
If you notice any of your matches noted as needing a check-in, there are two good ways to take action on them:
1. End the matching and leave a note for the users, and decide whether you would like to disqualify the matching between the two in the future:
- To do so, select the matching you would like to end, scroll to the end of the table, click the option icon and then Stop Matching. You will then see a modal pop up where you can enter a note, decide to disqualify the matching or not, choose whether to notify the users, and then end the matching:
2. Email your users to follow up on what might be going wrong or preventing them from having a successful matching:
- To email these users, select the matching from the table, click Send Emails then Draft Custom Email:
- Now you will be presented with our email editor. Here you can tailor your email however you would like and send yourself a test email to confirm how it will look. Once you're ready to send it out, click Preview, and then Send:
You may also see the record of Past Matches by clicking on that tab near the bottom, here you will see a few key details about them:
- The users in the matching
- When it started
- When it ended
- How long it lasted
If you have any mentees/mentors request a repair, those requests will appear in the Repairing Requests below the Past Matches tab:
At the very bottom of the page, we have the Unsuccessful Matches tab. Here you will be able to see two different views of unsuccessful matches, those that were declined for whatever reason, as well as those that have been disqualified from future matches (i.e. a user selected to not be matched with another user in the future):
Have more questions? Submit a request here and let us know how we can help!