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.
Note: At this time, Matcha programs are created in Slack communities. It's easy to set up a program, but you'll need to do so after you already have the community created on Slack.
Your First Program
To create your first Matcha program for a Slack community, start on www.matcha.social and click 'Get Started' in the upper menu. Then select 'Get started with Slack-Create an account.'
This will take you to the Slack marketplace. On this page, you'll choose the Slack community for which you want to create the program. This is located in the upper right, if it doesn't automatically populate.
Give permissions to Matcha to enable installing the bot, as prompted.
You will be automatically re-routed to a web page where you can be guided through four simple steps of program creation. (Each is listed in more detail below.)
Once you have completed the program creation, go to Slack and refresh your community. You should see the Matcha app appear in the Slack Apps, listed in the left-hand menu.
Next Step: 4 Steps of Program Creation (here below π )
Next Step: Invite members to join your program.
Next Step: Create another program!
Program Details
In the first step of Program setup, you'll set the basic details for your program. These include:
The Slack Channel associated with your program
Program Title/Name and Description
When the first connections will be sent - and how often they should repeat, if at all.
The expected duration for each meeting. Note: We never kick anyone out of a great conversation, so this time is mainly used to get meetings on the calendar.
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) β 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 β which might be used to inform or improve your program and group.
Program Launch
After reviewing the setup of your networking program, click Complete (or Update, if you've made changes) to finalize your program.
What's Next?
--> Invite your members to join.***
--> Promote your program publicly, as a value for existing and new community members.***