Group Matching

STEP 1

From Qooper Admin Dashboard, select Groups. Click "create" to create a new group. The image we've used for groups is White HBA logo purple background no text.jpg


STEP 2

From Qooper Admin Dashboard, select matching

 


STEP 3

Click Bulk Suggest

 


STEP 4

Select "group" and which member role you're matching (mentee or mentor)

 


STEP 5

Select group in which you'd like to match from the Group drop-down

 


STEP 6

Select previously matched groups to exclude those that have already been placed within a group; this is a multi-select field

 


STEP 7

Set minimum match rate %


 

STEP 8

Edit answers on which you'd like to match


STEP 9

Click on Proceed to see bulk suggestions


STEP 10

Select "details" to see applicant's survey responses, confirm to add to group, or skip to skip the suggestion.

Note: once confirmed, the participant will be notified via email


To match manually, from Groups on Admin Dashboard, click the three dots in the upper right corner of the group you'd like to match to and select add mentee or mentor