Create & Publish Groups:

After finalizing your Matching Setup, the next step in launching a successful Group Program is creating the groups themselves. With the Automatically Create Groups function, you can leave the heavy lifting to our amazing matching algorithm! 

To get started, head over to your Matching page, and click on the Unmatched Participants button under Matching Funnel


From here, select Unmatched Participants and select the users you wish to automatically create groups for. In this case, we will be selecting all users and click the Automatically Create Groups button: 


You will see a pop-up appear, asking you to confirm if you would like to automatically create groups for your participants: 


Once the process has been completed, you will be able to see the created groups under the Staged Groups section for your review before publishing the groups to an active state:


Now you can go ahead and Publish your groups where they will become active: 


Once you publish these groups, each group participant will receive an email that looks something like this: 


Your Groups are now officially Active! To manage or edit your Groups once they have been published, head over to the Active Groups tab here and click the Edit Group button next to the group you'd like to make any changes to:


Program Maintenance:

The last step in the process of launching a successful Group Program is to continuously monitor how groups are doing. To do so, you can check in on the Active Groups  section:


You may also end active groups at any time by clicking on the 3 dots beside the group at the end of the table, and clicking End Group. 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 matches. 

Lastly, I would also highly recommend you check out our Monitor Health section once you have launched the groups. Here you will be able to see a number of important things, such as the number of sessions completed, the number of sessions upcoming and email delivery analytics:


Congratulations! You have officially finished building and launching your Group program.

Now it's time to let your program run! If you have any questions throughout this process or during your program please do not hesitate to reach out to your CSM or submit a request to us here!



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