Create & Publish Groups:

The next step in launching a successful Group Program is creating the groups themselves. 

With Group programs, you will use the Admin Led Matching process. With this process, you must stage and create all of the groups on behalf of the users, as opposed to mentees selecting their groups. To begin, click on the Matching section followed by Staged Groups under the Matching Funnel.

Here you will want to begin by Creating Groups to add your mentors/facilitators and mentees into. Click + Create Group:

Enter a name for the group and click the Create Group button. Do this for as many groups as you might want to create, in my case, I will be creating 3 groups here.

After creating each group, you will be taken to the Edit Groups prompt. Here you can add any mentee(s) and mentor(s) to the group that you would like. To do so, click either the Add Mentee or Add Mentor button near the top right:

Choose from the list which users you would like to add to the group by clicking on their names. After clicking on each user's name, click the Confirm Action button.

Note: adding these users to a Staged Group will not send any emails out yet.

Once you have added all of your mentees and mentors to each group, you can now Publish the groups to begin the program. 

Publishing Groups:

To publish a group and provide access to its members, you need to click the Publish All button which would publish all of your staged groups in the table. Alternatively, if you would like to publish groups one at a time, you may click the Publish button within the Action column next to each group name. If you would like to delete the group and re-stage it, you can do so by clicking the Discard button in this column as well.

Doing so will bring up this prompt confirming that you would like to publish the Group(s):

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!