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

By default, matching is enabled for every program.

By default, Mentorly generates compatibility scores between mentors and mentees based on their answers to our matching questions. When designing their program, Program Managers can choose between two types of matching:

Automatic matching allows the Program Manager to automatically generate several matches at once with the click of a button by pairing up mentors and mentees with the highest compatibility scores.

Manual matching allows for the Program Manager to create specific matches one at a time, 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.

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.

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

The Matching tab is very easy to navigate. For easy viewing, you can sort the first column by either mentors or mentees, and the second column is where you can create matches or view current ones.

To manually create a Match, select the mentor or mentee that you'd like to create a match for and click on 'add mentee/mentor'.
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You can choose from a list of the top suggestions based on compatibility, or search for a specific user. Once selected, hit "Draft 1 Match". When you're ready to activate, simply press the activate button in the purple banner at the top! It’s that simple.

To automatically generate multiple matches based on compatibility scores, simply click on the Automatic Matching button in the top right-hand corner of the Matching page.
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You will then need to select the number of matches allowed per mentor/mentee. Once done, you will be notified that Matching is running. The more users in your program, the longer it will take for matching to be completed.
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Once complete, the page will automatically refresh and you will now have multiple drafted matches that you can choose to activate whenever you're ready.

All drafts are indicated by a pencil icon in place of the user's profile picture.

​Note: Activating a Match triggers a notification email for both the Mentor and Mentee, introducing them and giving them access to their full profile.
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An activated Match enables Mentor & Mentee to communicate with each other via Mentorly's messaging tool, and mentees 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.

At any point in the program, you can always deactivate any matches.
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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. If you delete an activated match, it will remain visible with a stop sign, indicating the Match was deactivated. Check the Last Updated column to see the Start and End date of every Match.

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

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

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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