How to Pair: Admin-Led Pairing (New Launch Process)

Turning on Pairing:

Once you're ready to start pairing, you can click the Turn on Pairing button at the bottom of this list:

• Note: don't worry, emails will not be sent out yet! You will have a chance to invite your users to pair, we will cover this step next.

Note: the Admin-Led pairing process is currently only available in Cohort programs.

Pairing Users:

With pairing enabled, the next step is to invite your users to pair. Once you turn pairing on, you should be automatically taken to your Unpaired Mentees table. If you need to access this later on, you can always do so by clicking on the Unpaired Mentees tab under your Pairing Funnel:

From the unpaired mentee's table, you can select the mentee you would like to pair.

For example, I'm going to pair Joey with a mentor. To do so, click the Pair with Mentor button beside the mentees' name:

Once you click the button, a page will pop up with a list of potential mentors that you could pair the mentee with. Once you find the right mentor, click on their profile. From here, you can either Assign the pairing to Staged Pairings or to Active Pairings. 

• Staged Pairings: these are pairings that you have created between a mentor and mentee, but haven't sent to be live/active yet. When you assign a staged pairing here, no emails are sent yet, you will still need to send this pairing to Active after Staging it.
• Active Pairings: these are pairings that you have created and are now live. Once you do this, both the mentee and mentor will be notified via email that you have paired them together. 

To demonstrate, I will set this pairing to Staged first, then to Active after. First, I click the Assign to Staged Pairings button. Now, under the Staged by Admin tab, you will see this new pairing:

Here you can either Approve or Discard the pairing. If you have staged multiple pairings, you can quickly click the Discard All or Approve All button at the top of the table to apply the same action to all staged pairings.

If you would like to approve or discard individually staged pairings, click the or  to approve or discard the pairing respectively:

Once you click Approve, you will see a pop-up to confirm this action before the pairing notification is sent to the mentee and mentor:

Once I approve this pairing, you will see it listed under the Active Pairings tab here:

Auto-Pairing:

For administrators who would like our algorithm to create pairings automatically, we suggest you take advantage of our Auto-Pairing feature. To use Auto-Pairing, click on the Run Auto Pairing button under either the Unpaired Mentees or Available Mentees tab(s):

Once you click this button, you will see a prompt informing you that the system will Stage optimal pairings based on the pairing algorithm you created.

Important: none of these pairings will be live once you run Auto-Pairing, you will have to go into the Active Pairings tab and approve these pairings before any of the pairings go live, similar to how you would if you manually staged pairings yourself:

Pro Tip: Click the Export button to download the pairings. You can share this with others in your organization to get approval or feedback before you activate pairings.

Monitoring Pairing:

The last step in your pairing launch is to periodically monitor how pairing is going. To do so, you can check in on the Active Pairings section:

You may also end pairings at any time by clicking on the 3 dots beside the pairing, and clicking End Pairing. If you ever need to view the data in this table in another program, try leveraging our Export feature where you can download a full list of your active pairings. 

• We highly recommend you check out our Monitor Health guide once you have launched pairing. Here you will be able to see a number of important things, such as the number of sessions completed, active pairings, and what pairings might need a check-in among others:

Have more questions? Submit a request here and let us know how we can help!