As the program coordinator, you have full control over the matching process, with matches being driven by you! Manual matching gives you the ability to find information about your participants and manually match them together within the Loops page.
Simply head to the Loops page on the left sidebar, click Create and select the type of match you want.
Types of Manual Matching
-
Loop - 1:1 mentoring relationship between a mentee and mentor.
Create a 1:1 Loop
-
The default view is set to available participants with no loops. To access all participants, both matched and unmatched, remove the pre-existing filters. We would recommend that you leave the availability filter on so that you do not match a participant who may have marked themselves as unavailable due to capacity.
-
Select a participant you'd like to match, either from the list or by searching for their name. Their profile will appear and, to create a short list of suitable matches, click on the areas of their profile that you wish to match them on.
-
You will see these filters appear at the top of the screen. All potential matches who meet the criteria you have filtered by will remain on the list.
-
You can select any participant to view their profiles side by side. All the information highlighted in red is what they have in common. Once you have decided on the loop, select Create or save a draft Loops
New Match Email Notification
When you create a new Loop for two participants, they will be sent an email notifying them that they have been matched and introducing them to their partner. You can set the default email subject and message content in your Program settings.