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Joey

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Articles

Votes on activity by Joey

  • Registration Report

    Video: How to use the Registration Report Article: How to use the Registration Report Navigate to Reports > Registration Report. The Registration report provides an overview of the number of regi...

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  • Add Participants Table

    Log in to the platform > select your program > Users.   Bulk Upload Click Upload Users. This is typically used to create a larger number of participant accounts in one go.      You can upload any ...

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  • Program Settings

    Log in to the platform and navigate to Programs > (select your program) > Program Settings.      General Program Information In this section, you can make changes to the program's name, descriptio...

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  • Customize Pairing Emails

    Navigate to Programs > Pairing > Edit Pairing Setup > Customize Pairing Emails   In this section, you can preview and edit the emails that are sent during registration. You can also access these ...

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  • Adjust your pairing algorithm

    Navigate to Programs > Pairing > Edit Pairing Setup > Adjust Your Pairing Algorithm   In this section,  you can tweak your rules to adjust how the pairing algorithm works. Pairing Requirement Rules...

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  • Assess Pairing Readiness

    Navigate to Programs > Pairing > Edit Pairing Setup >  Assess Pairing Readiness.     Pairing Readiness Report In this section, you can check if you're ready to start your pairing process based on ...

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  • Choose Pairing Process

    Navigate to Programs > Pairing > Edit Pairing Setup > Choose Pairing Process.  How will users be paired in your program? You can run the pairing process one of two ways:   Admin led Only admins ca...

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  • Pairing Overview

    Once you've created a program and people have registered for it, you'll have a pool of participants you can pair. Navigate to Programs > Pairing > Start Pairing Setup.       Follow the Pairing...

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  • Getting Started: Video

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  • Monitoring Registration

    Once you have launched your mentorship program, you will want to monitor and keep and eye on registration. As an admin, there are a few ways to do this.   Monitor Registration Go to Registration Se...

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