(FOR PROGRAM MANAGERS)


As of now, Mentorly's Cohorts and Tags features enable you to set up your mentorship program(s) in 5 different ways.

Below, we provide use cases and examples of how to organize your members (mentors and mentees) into groups, called Cohorts and further label and filter your members with Tags.

This will enable you to gather and measure data for specific members as well as groups.


Data can always be counted per member, per mentors or per mentees. You can do so in your Dashboard > Reporting > Overview > scroll down to Sessions per User, and filter by viewing Mentors vs. Mentees if you'd like:

Data can also be counted per groups, per cohorts, per tags. You can do so in your Dashboard > Reporting > Activity:

[screenshot here when bug is fixed]

⚠️ Note: You'll only see this data here once sessions begin.

You can also use Cohorts and Tags to limit who can view/book with whom throughout the course of the program; see Use Case 2 and 3 below, and Tags.



① Use case: 1 Program, no Cohorts, no Tags

For client Fruit, we created a program called Apple. Say there are a total of 40 members in the program and of those 40 people, 10 are mentors and 30 are mentees.

Result: All 40 Apple members can see each other and their usage will be counted as a whole.


② Use case: 1 Program with Cohorts only

To create cohorts, go to your Dashboard > Program > Cohorts & Tags, and click on the "+" sign across from Cohorts:

For client Fruit, we created a program called Apple, and within this program we created 3 groups, which are Cohorts called: Fuji, Gala, and Russet:

Result: In this example, there are a total of 35 members. Usage data can be viewed as a whole or exclusively per cohort in your Dashboard > Reporting > Activity.

Per Cohort:
Apple > Fuji > 10 members

Apple > Gala > 20 members

Apple > Russet > 5 members

Total program count = 35

⚠️ Note: Mentees from one cohort cannot view, be matched with or have sessions with mentors from another cohort. For example: Anna, a Fuji mentee, cannot view or book with Bob, a Gala mentor:

⚠️ Note: For now, a member cannot be in multiple cohorts at the same time.


③ Use case: 1 Program with Tags only

To create tags, go to your Dashboard > Program > Cohorts & Tags, and click on the "+" sign across from Tags:

⚠️ Important: When to use tags instead of cohorts.

For client Fruit, we created a program called Apple, and within this program we created 3 tags called: Red, Pink, Yellow.

Result: In this example, there are a total of 6 members in program Apple. Usage data can be viewed as a whole or exclusively per tag in your Dashboard > Reporting > Activity.

Per Tag:
Apple > Red > 1 member

Apple > Pink > 2 members

Apple > Yellow > 3 members

Total program count = 6

⚠️ Note: Similarly to Use Case 2, mentees tagged one way cannot view or be matched with mentors tagged another way. For example, Anna, a mentee tagged Red cannot view or book with mentor Bob, tagged Yellow:

If you want Anna to view and book with Bob, Anna will need to have both the Yellow and Red tags assigned to her. There are no limits to the number of tags a member can have:

Now because Anna and Bob both have the tag Yellow, they can view and book each other:


④ Use case: 1 Program with Cohorts and Tags

This would be your setup in the Dashboard > Program > Cohorts & Tags:

For client Fruit, we created a program called Apple, and within this program we created 3 cohorts (first level filtering) called Fuji, Gala, Russet and within these cohorts, we created 4 filtering tags (second level filtering) called Red, Pink, Yellow, Green:

Result: In this example, there are a total of 23 members in program Apple. Usage data can be viewed as a whole, per cohort or per tag, in your Dashboard > Reporting > Activity.

Per cohort; in this case Fuji:

Apple > Fuji > 1 Red member

Apple > Fuji > 2 Pink members

Apple > Fuji > 3 Yellow members

Total members count = 6

⚠️ Note: Data for same-name tags that span different cohorts can be counted together

  • the tag Pink is the only tag that exists in all 3 cohorts: Fuji, Gala, Russet

  • whereas the tag Red only exists in 2 cohorts: Fuji and Russet; the tag Yellow only exists in 2 cohorts: Fuji and Gala; the tag Green only exists in 2 cohorts: Gala and Russet

Per tag; in this case Pink:

Apple > Fuji > Pink > 2 members

Apple > Gala > Pink > 6 members

Apple > Russet > Pink > 2 members

Total members count = 10

Per tag; in this case Yellow:

Apple > Fuji > Yellow > 3 members

Apple > Gala > Yellow > 2 members

Total members count = 5


⑤ Use case: Multiple programs with Cohorts and Tags

⚠️ Note: A member cannot be in or belong to two programs at the same time. As the Program Manager, you need to go into each program in order to view the data for that program. We do not offer a combined view of all programs at this time.

For client Fruit, we created one program called Apple, and another program called Orange. Within the Apple program, we created 3 cohorts called Fuji, Gala, Russet; and within those cohorts, we created 9 different tags called Black, Grey, White, Brown, Purple, Indigo, Violet, Cherry, Beige; none of the tag names are the same amongst the 3 cohorts.


Within the Orange program, we create 3 cohorts called Clementine, Mandarin, Navel. Within the Orange program, we created 5 same tags called Red, Pink, Yellow, Green; only the tag Pink exists in all 3 cohorts, whereas the other tags exist in some cohorts but not others.

Result: In this example, there are a 2 programs for a total of 171 members, but usage for either program CAN ONLY be counted separately. Data for the Apple program can be counted as a whole, per cohort or per same-name tags (cohort-spanning):

First choose the program you want to view the data for.

In the Apple program, per tag Indigo:

Apple > Gala > Indigo > 6 members

Total members count = 6

⚠️ Note: You CANNOT filter by the tags Red/Pink/Yellow/Green while you're in the Apple program, because those tags exist only in the Orange program. Even if the tags in the Orange program were named the same as the tags in the Apple program (which we do NOT recommend as best practice), you will not be able to view or filter by those tags, because you cannot view data for two programs at the same time.

If you want to view all data for the program Orange, you'll need to exit the Apple program and enter the Orange program in you Dashboard by toggling the program you want to see (in the top left corner):

In the Orange program, per tag Yellow:

Orange > Clementine > Yellow > 12 members

Orange > Mandarin > Yellow > 15 members

Total members count = 27

And there you have it!

If you have questions about how to set up your program, please email your Mentorly Success Advisor or support@mentorly.co.


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