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Creating Your Matching Program

Key steps and best practices for building a 1:1 matching program for any community, group, or team.

Cole Zerr avatar
Written by Cole Zerr
Updated over a week ago

A 1:1 matching program on Matcha can create meaningful connections among the members of your group or community. This guide walks you through the four key steps of creating a program: details, logic, prompts, and surveys.

Details

  1. Navigate to your group's main page and click Admin Tools to begin.

  2. Select "Networking Programs" and click on "Create Program." You'll start with the section called Program Details.

  3. Title & Description: Provide a clear title and description for your networking program. This helps members understand the type of connections they can expect.

  4. Matching Program Details: First, choose when the first round of matches will be sent out to program participants. You'll also be prompted to choose the cadence for recurring match programs - every week/2 weeks/4 weeks. And you'll choose if you want the program to run for a set number of cycles - or indefinitely.

  5. Meeting Duration: The length of time you select here will determine the calendar hold for each meeting. Don't worry - if people are having fun chatting, we don't kick them out of the Matcha video chat experience at any time.

Logic

In the second step of Program setup, you'll decide the logic for how your networking program will match up participants.

There are a few formats to choose from:

  • Random Matching: The most simple to set up, in this format all participants in the program will be matched randomly. This method respects any predetermined connections (e.g., Mentors <> Mentees), but ensures random connections within those parameters.

  • Question-Based Matching: This format allows you to take advantage of Matcha's unique algorithm for smart matching, based on member responses to program-specific questions.

  • Advanced Matching: Our Growth plan offers advanced feature that can be used to match members from within designated groups (e.g., Mentors, Mentees, Junior Employees, and Senior Employees). This means you can create targeted matching rules, such as exclusively connecting Mentors with Mentees. This format also allows for matching based on dynamic tags.

With any of the above, you can edit your logic and questions at any time.

When designing program questions to guide your matching preferences, you'll start by writing a question. Next, you'll provide suggested answers. Then you'll choose if that question is just for your information, as an Admin (set as Ignored) – or if you'd like to create matches based upon the answers given (set as Preferred). Finally, you'll decide if an answer is required and how many answers may be given.

Prompts

In the third step of program setup, you're able to create custom prompts that will appear within every Matcha video chat. These prompts should be considered like icebreakers or discussion guides for participants. These are optional, but recommended, because they help provide smoother and more enjoyable interaction between chat participants.

Survey

Finally, each networking program comes with three standard post-meeting survey questions, designed to gather insights on the outcomes of the meetings.

Growth plan subscribers are able to customize the survey by adding more questions – which might be used to inform or improve your program and group.

Program Launch

After reviewing the setup of your networking program, inviting members is the next step. It's easy to distribute the shareable sign-up link, add members via CSV upload, or send invitations directly to individual emails through Matcha.

What's Next?

--> Launching your program with a group, community, or team

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