Smart Matching

Here's everything you need to know about Mentorly's smart matching!

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Written by Mentorly
Updated over a week ago

Matching is the heart of your program, as it's where you can match mentors and mentees. By matching members, you create direct connections for your members to easily provide and access mentorship!

By default, matching is enabled for every program.

What types of matching does Mentorly offer?

Smart matching generates compatibility scores between a mentor and a mentee.

Manual matching allows for the Program Manager to create specific matches, regardless of a compatibility score.

Good to know: Members will have a Matches tab that will appear on their personal dashboard, and they will have access to the matching questionnaire during the onboarding process.

How to prepare:

Before inviting members to your program, be sure to review the Matching Questionnaire, as this is what members answer and where the algorithm get its data.

⭐ Only Enterprise programs allow for new questions to be added to the algorithm, and Pro programs can add questions, however Teams programs can only remove questions or modify possible answers. Please reach out to your MSA or Mentorly support team for any modifications.

Ready, set, match!

When you're ready to start matching members of your program, head on over to your Matching tab in your program dashboard.

Good to know: You can organize the first column by either mentors or mentees, and the second column is where you can create matches.

Good to know: For best results, we strongly recommend you start matching when the majority of your mentors and mentees are onboarded, as this means they will have completed their matching questionnaire.

You can check on the status of your members by verifying the User Progress chart on the Home tab.

Creating matches

From the first column, select the mentor or mentee that you'd like to create a match for. In the second column, click on 'add mentee/mentor'.

You can choose from a list of the top suggestions based on compatibility, or search for a specific user. Once selected, hit "Activate match(s)" and you're good to go!

Repeat this step as necessary for your program.

Good to know: When a mentor or mentee has been matched with another, they will receive an email notification and the match will appear in their Matches tab.

From here, they will have full access to the member's profile and be able to send them a message directly, and for mentees, they will be able to book with their mentor.

Want to review a mentor's or mentee's answers to their program questions? Head over to the Members tab, type in their name, and go to the Program Questions tab.

Removing matches

At any point in the program, you can always deactivate any matches.

To do so, just click on the row of the selected mentor/mentee that you want to deactivate matches for and the list of their matches will appear.

Select the matches to delete by clicking on the minus sign - you can select more than one - then click delete match(es) in the upper right corner.

When a match is deleted, neither the mentor or the mentee will see it appear in their Matches tab.

Matching insights:

Once a match has been activated, you can view and compare the answers of a match to see what they have in common that generated their compatibility score.

Here's how:

1. Click on the Matching tab from your Program Dashboard.

2. Filter by Status: Matched

3. Select a row by clicking on the drop down arrow beside the mentor or mentee's name.

4. Click on the ℹ️ beside the compatibility score (%).

5. Review both the mentor's and mentee's responses: You'll see green check marks for the answers they share in common.

A mentor/mentee's perspective

For more information on the mentor or mentee's experience, check out this article that outlines each step on how to explore their Matches.

Have any questions or need any assistance?

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the Help tab found on your personal dashboard and clicking Go to Live Chat.

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