Launching Matching

Final Steps:

Before you launch matching, there are a few tasks we recommend you review on the Matching () page:

• Verify match type and labels
• Review agendas
• Review match end settings

First, navigate to the match type you want to launch, and click on the match type tile.

Next, review each task one by one. Mark as Done once everything looks good to go!

Turning on Matching:

Once you're ready to start matching, you can click the Turn on Matching 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 match, we will cover this step next.

Now that matching has been turned on, your mentees/mentors/peers will be able to begin matching. If you need to turn off/pause matching, you can do so from the Match Type Home page that you are on now by clicking the Close matching button. 

 From this page, you can also monitor your active matches, match health, and match activity. 

Invite Users to Match:

With matching enabled, the next step is to invite your users to match. Depending on the Matching Process you chose earlier in this guide, your steps to invite or match your users will vary slightly. We will detail these processes for you below:

• Roulette 
• User-led with one-sided approval
• User-led with 2-sided approval
• Admin-led only

Read more about each match process here.

Monitoring Matching:

The last step in the process of launching a successful program is to periodically monitor how matching is going. To do so, you can check in on your matches in the Match Health section:

Here you can review active matches (on track, needs check-in, etc), past matches, unmatched users, etc. 

You may also end matches at any time by clicking on the 3 dots beside the match, and clicking Stop Matching. 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 match data. 

Congratulations! You have officially finished building and launching your 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 Customer Success Representative or by submitting a request here!