Matchmaking lets attendees select interests when they join your event and shows each attendee a Your matches list of relevant people. You turn it on in Matchmaking in the admin panel: with Re-enable matchmaking if the event already has categories, or with the Start matchmaking wizard for a new setup.
Before you start
You need to be an organization admin or an event admin.
Matchmaking is off for every new event.
Warning: Start matchmaking followed by Proceed on the Matchmaking data step replaces every category and interest the event has and permanently deletes all interest selections attendees have made. Proceed on the Identity data step replaces the event's personas, industries and functions and clears them from attendee profiles. Use Start matchmaking only when the event has no matchmaking data you want to keep.
Where to find it
Matchmaking in the event sidebar of the admin panel.
While matchmaking is off, the page is titled Set-up matchmaking and shows these buttons:
Re-enable matchmaking: shown only when the event already has at least one category. Turns matchmaking on with the existing categories, interests and attendee selections. Deletes nothing.
Start matchmaking: opens the setup wizard. Saving the wizard replaces all existing matchmaking data (see the warning).
Import: imports categories and identity data from another event in your organization (Use an existing event) or from CSV files (Import CSV). See Import matchmaking categories from a CSV file.
Skip for now: leaves matchmaking off and opens Schedule. Hidden once the interests in one category have 8 or more selections in total.
Turn matchmaking back on
If you see Re-enable matchmaking, the event has categories. This happens after matchmaking was turned off, or when the wizard was left after the Matchmaking data step.
Open Matchmaking.
Select Re-enable matchmaking.
The admin panel shows Event updated successfully and opens the Overview tab. Categories, interests, attendee selections and identity data are unchanged. See also Disable matchmaking.
Set up matchmaking for the first time
The wizard has three steps: Choose a template, Matchmaking data and Identity data. Matchmaking switches on only after the third step.
Open Matchmaking and select Start matchmaking.
On Choose a template, select Start from scratch or one of the 17 templates. See Set up matchmaking with Brella templates. Selecting Back here returns to the start page.
On Matchmaking data, add or edit categories, interests and intents. Proceed is unavailable until there is at least 1 category with 1 interest, every interest has at least 1 intent, and no name is empty.
Select Proceed. The categories and interests are saved now. Matchmaking is still off.
On Identity data, review the Persona, Industry and Function lists.
Select Proceed to save the lists and turn identity on. Proceed is unavailable while all three lists are empty. To leave identity off, select Skip Identity and, in Are you sure?, select Skip Identity (the other button, Go back, returns to the step).
Matchmaking is on. The admin panel opens Schedule. Open Matchmaking again to see the Overview, Statistics and Settings tabs, and Identity if you turned identity on.
Nothing is saved before step 4. If you leave the wizard after step 4, the categories stay saved and the start page then shows Re-enable matchmaking.
Settings
Open Matchmaking > Settings, section General. The tab exists only while matchmaking is on. Each change shows Matchmaking settings updated successfully.
Setting | What it does | Default |
Enable matchmaking | Turns matchmaking on or off. Turning it off keeps all data. | Off |
Enable identity | Adds the Personalize your profile step to joining and the Identity tab to Matchmaking. An attendee in the same industry as the viewer ranks higher in the viewer's matches. | Off |
Mandatory identity data | Personas, Industries, Functions: attendees must answer each checked list during joining. Shown only while identity is on. | All three checked |
What attendees see
With Networking-Oriented onboarding (set in Details, the default), attendees get a Select your interests step when they join. They must select at least 1 interest; otherwise the app shows Please select at least one interest to continue. With Fast onboarding, joining skips the step and attendees set up their interests later in the app.
If identity is on, a Personalize your profile step comes before the interests step.
If Networking is the interest's only intent, selecting the interest selects it. Every other intent (Trading, Investment, Recruitment, Mentoring) has 2 goals, for example Explore getting or buying and Offer or sell this for Trading. For those interests, and for interests with several intents, a list opens and attendees choose one or more goals.
People gets a Your matches tab for attendees who can send meeting requests and did not skip networking.
Attendees change their selections later in their profile settings under Edit my interests.
Limits
Every event needs at least 1 category, every category at least 1 interest, and every interest at least 1 intent.
Deleting a category or interest, or unticking an intent, deletes the attendee selections made with it. See Remove categories, interests and intents.
The wizard never loads the event's existing categories or identity data. A template can't be merged into an existing setup.
Troubleshooting
Matchmaking is still off after the Matchmaking data step
The wizard turns matchmaking on only after Proceed or Skip Identity on the Identity data step. Open Matchmaking and select Re-enable matchmaking. The saved categories are kept.
Re-enable matchmaking is not shown
The event has no categories. In this case Start matchmaking deletes nothing.