💡

Knowledge Base FAQs

Admin FAQs

This page covers commonly asked admin questions. Visit the Member FAQs page for member-specific questions.

Admin FAQs

General

Question: How do my members join my Intros club?

There are three ways your community can join Intros: (View the “Inviting Your Members” tab for a full rundown of each)

  1. Use Zapier to import existing member data, and craft personalized invitations to invite or auto-upload members. You can also use Zapier to keep member data up to date as members edit their information in your database, or vice-versa when members edit their profile in Intros.
  2. Use the CSV upload feature to create members with pre-existing data
  3. Members can sign up through the matching form. The link to this form can be found on your admin profile, or through the “preview” button on your matching form setup

How does my community join Intros?
How are matches made between members?

Intros makes connections based on an algorithm customized by you. Create matching criteria by adding questions to your matchmaking form. Intros leverages AI to match members based on their responses to build meaningful connections in your community.

On what video platform do members meet?

Members meet on the Intros Video platform. Think Zoom, but cooler.

What happens if I change my matching form after members have joined my community?

When you change your matching form, members will automatically be sent an email to update their profile. Members will still be matched according to the data that they provide!

Do members’ responses need to be the exact same to match?

The Intros algorithm works by making the best possible match. While members don’t need to have the exact same responses*, the more they select in common, the higher probability that they’ll match.

If you choose to match on cross-group, same-group, or a combination of these rules, members MUST MATCH with someone who has (at least) one of the same answers. View the question-type breakdown for more detailed information!

Is random matching an option?

Yes! Go to your settings tab and check “Random”.

Will members be able to see my email when they receive Intros emails?

Standard Intros emails come from hello@intros.ai, with the option to CC yourself on all emails sent in the Settings. You can also make it so if members reply to hello@intros.ai, you’ll receive the messages.

Enterprise clients have the ability to send Intros emails from a non-public email address (ex: yourname@yourcompany.com).

How do I change the brand logo and colors on emails sent to members?

You can change this in settings!

How can I stay up-to-date on improvements to Intros?

You can navigate to our Launch Notes page at https://intros.launchnotes.io/ and "Subscribe" to updates!

Matching Flows

What is the difference between the three Intros flows?

Check out the Intros flows page for in depth explanations

Auto (Weekly) Matching: Members decide if they want a weekly, biweekly, or monthly introduction with someone else in the community. The reason it’s called Auto matching is because once you set it up, Intros takes care of the rest!

Ad-hoc Matching: The admin (you) decides when a round of introductions goes out. You can invite all members to the round with custom Intros invitations, and they’ll receive an introduction at the time you choose.

Event Matching: The admin (you) decides what day(s) and time(s) you’d like a batch of Intros to be sent out. New members will be able to opt-in via the matching form, and existing members will be able to opt-in via their Member profile.

Can I use multiple Intros flows at once?

There can only be one active Intros flow, though you can toggle between flows easily on the “flows” tab if necessary.

What medium are the introductions made over?

Intros are made over email. We also offer a Discord bot.

When are introductions made?

Auto Flow: You can edit the day & time opt-in and introduction emails are sent out in your settings tab.

Ad-hoc Flow: You choose specific days & times for ad-hoc matching rounds to be sent out. You can send invitations for members to join at any point leading up to the round, and the cutoff to join is 15 minutes before the ad-hoc round begins. Members can also opt-in via their member profile.

Event Flow: Introductions are made on the day(s) and time(s) you’ve chosen for your event. Members will opt-into these via the matching form or via their member profile.

Auto Matching Flow

What does it mean to “opt-in”?

Opting in for a recurring Intros club refers to the frequency your members would like to be asked if they want to receive a match in the upcoming matching cycle. The options are weekly, bi-weekly, and monthly.

As the admin, you can control which options are available to your members on the settings tab. Members must opt-in at least 30 minutes before the chosen introduction day & time.

Example choosing weekly: If a member selects a weekly opt-in cadence, they’ll receive a message asking if they’d like to participate in the Intros round. If they click “yes” and opt-in every time, they’ll be eligible to receive a match every week

If a member who selects ‘monthly’ as their match frequency misses an opt-in, do they have to wait another 4 weeks to receive a match?

No! Regardless of frequency, if a member doesn’t respond to an opt-in email they’ll receive another one every week until they match. Once they match, Intros will wait 4 weeks before sending another opt-in email to their inbox.

What’s the difference between “opting in” for a matching round, and getting introduced to my match?

“Opting in” is when members let our system know that they’re available for / open to a match in the current cycle. The introduction email is sent a few days after the opt-in email, and is when matches are paired together & sent a scheduling link.

When are the opt-in and Introduction emails sent out?

The day and time these two emails are sent are decided by you, the admin, in the settings tab!

Where can I view the opt-in message?

You can click into the opt-in email editor on the Auto matching flow tab

How do members schedule a meeting with someone?
  1. Using the scheduling link on the Introduction email
  2. Member directory request (if your group has the member directory enabled)
Do members have to schedule through the Intros scheduling link?

No, they don't have to use the intros scheduling link.

However, this is how you, the admin, will be able to track whether or not members joined the meeting through the Intros platform. Check out the Insights tab to see what else you can track in your community.

The feedback form will also pop up directly after the video chat ends if you use our video link.

Matching Form

Can I reorder answers in a single or multiple select question?

The answer choices for single and multiple select questions are sorted alphabetically. This was a switch we made after product feedback was overwhelmingly in favor of alphabetical rather than manual sort.

A workaround that some groups utilize when ordering certain questions is creating a list: A. one answer B. second answer C. third answer D. fourth answer etc.

Analytics

Over what periods can I view analytics on my Intros Club?

You can view analytics over the past week, 30 days, 90 days, or all time. You can also filter by specific Intros round.

Members

How can I moderate the members in my Intros?

You can manually accept members to your Intros Club after they fill out the match-making form by navigating to your settings and turning on “Manual Acceptance.”

Can I edit member responses?

Only members can update their own profiles and responses.

How can I remove a member from my Intros?

Remove members by selecting a profile and clicking “Remove.” Note that when you remove a member as an admin, that email address will not be able to re-join the Intros club.

Members can leave and rejoin the club at any time on their member profile.

What do you do with members’ data? Where is it stored?

Rest assured that your members’ data is safe on Intros AI – we’ll never sell your data to third parties and we only use member data in so far as to enrich your community’s experience via fruitful matchmaking. You can read more about this in our Terms & Conditions (and it’s in plain English too 🙂). https://app.termly.io/document/privacy-policy/28e4208b-90a2-48a9-9865-c2513ebc5a36

Can members match with the same person twice?

No, our algorithm will not match the same people together twice (in the same Intros club).

How do members fill out the feedback form?

Members have three separate ways to fill out feedback:

  1. Directly after connecting with their match on the Intros video link (the feedback form will automatically pop up)
  2. In the “unreviewed matches” section of their member profile
  3. If members don’t fill out the feedback form after their Intros video chat or through their member profile, then they will receive the feedback form email 2 weeks after their match occurs.
Where can I view member feedback?

You can view individual member feedback on the “feedback” section of the Insights page

How do members access the member profile?

Via magic link sign-in through our Intros AI Website, or through clicking “already a member?” and entering their email on the bottom of your club’s matching form.

Either way, no passwords required!

General

How do I join my organization’s Intros club?

There are two ways you can join an Intros club:

  1. Your admin may choose to utilize our member upload feature, which will auto-create your profile with the email you’ve provided them. You will then receive an individualized invitation to join your club
  2. Through filling out the matchmaking form that your admin will send you. You’ll fill this out like a survey, and join the club once you submit your answers!

**In both cases, you will receive a welcome email indicating you have signed up for the Intros club.

How do I access my member profile?

Via magic link sign-in through our Intros AI Website, or through clicking “already a member?” and entering your email on the bottom of your club’s matching form.

Either way, no passwords required!

How do I fill out the feedback form after my match?

Members have three separate ways to fill out feedback:

  1. Directly after connecting with your match on the Intros video link (the feedback form will automatically pop up)
  2. In the “unreviewed matches” section of your member profile
  3. Members will receive the feedback form email 2 weeks after their match occurs if the form hasn’t been filled out yet.
How do I know which type of matching my community is using?

The community type will be clear in your community’s welcome email that you receive after signing up for the Intros club. This email will detail the steps your group will follow in order to receive matches!

How do I get matched with someone in my community?

That depends on which community flow your admin has chosen.

  1. Weekly/recurring: Let Intros know you’re available that week to receive a match on the “opt-in” email. After that, you’ll receive an introduction email a few days later between you and your match. This email will come with a scheduling link to get a time on the calendar with your match.
  2. Ad-hoc: Your admin will send a specific day & time that introductions will be occurring. If you select “I’m in” before the date & time the matching round is set for, then you’ll receive your match once our Intros algorithm is completed. You can also opt-into specific ad-hoc matching rounds through the “Upcoming” tab on your member profile.
  3. Back-to-back: You will select which day(s) & time(s) you’re available for matching on the event’s join form. Then, you’ll receive your introductions (along with a video link) via email ~5-10 minutes prior to each matching round. You can also opt-into specific back-to-back matching rounds through the “Upcoming” tab on your member profile.
Can I change answers on my matching form?

Head to your member profile and select the “preferences” tab

Make sure to click “save” in the upper right after editing!

How can I contact my match?

Both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media.

Where can I review my match?

Members have three separate ways to fill out feedback:

  1. Directly after connecting with their match on the Intros video link (the feedback form will automatically pop up)
  2. In the “unreviewed matches” section of their member profile
  3. If members don’t fill out the feedback form after their Intros video chat or through their member profile, then they will receive the feedback form email 2 weeks after their match occurs.
How do I reschedule my match?

We don't currently offer a way to reschedule with your match through the Intros platform.

However, both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like through social media.

The Intros calendar invite that is sent out after using the Intros scheduler is editable by both you and your match, so you can also simply move that invitation, and use the same Intros video link. :)

What if I’m no longer available for my match?

For ad-hoc/back-to-back: Head to the “Upcoming” tab on your member profile, and change your availability.

For auto: There isn’t a way to change your availability after opting in.

When do opt-in & introduction emails send out?

Weekly: The day and time these two emails are sent are decided by your admin. Once they are set, you will receive opt-in and introduction emails at the same time every week.

Ad-hoc: Admins control when opt-in emails are sent out, how far in advance they’re sent out, and how many times they’re sent out (to serve as reminders for some folks). The date & time of the next introduction will be listed on the opt-in email. You can see all upcoming ad-hoc rounds on the ‘Upcoming’ page of your member profile.

Back-to-back: Opt-in emails are not sent out for events. All members must fill out the matchmaking form and choose their available times. Existing group members can see all upcoming ad-hoc rounds on the ‘Upcoming’ page of your member profile, and opt-into any of them.

You’ll receive each Introduction 5-10 minutes before each matching round begins.

Weekly (Recurring) Matching

What does it mean to “opt-in”?

Opting in for your recurring (weekly) Intros club refers to the frequency you’d like to be asked if you want to receive a match for the upcoming matching cycle.

  • Choosing weekly: Every week you’ll receive a message asking if you’d like to participate in the Intros round. If you click “yes” and opt-in every week, you’ll be eligible to receive a match every week
  • Choosing bi-weekly: Every other week you’ll receive a message asking if you’d like to participate in the Intros round. If you click “yes” and opt-in every time, you’ll be eligible to receive a match every other week
  • Choosing monthly: Every month you’ll receive a message asking if you’d like to participate in the Intros round. If you click “yes” and opt-in every time, you’ll be eligible to receive a match once a month
What’s the difference between “opting in” for a matching round, and getting introduced to my match?

“Opting in” is letting our system know that you are available for & open to a match in the current cycle. The introduction email is sent a few days after the opt-in email, and is when you are connected with your match & sent an Intros scheduling link.

When are the opt-in and Introduction emails sent out?

The day and time these two emails are sent are decided by your admin. Once they are set, you will receive opt-in and introduction emails at the same time every week.

Opt-in and introduction emails are sent at least 48 hours apart, to give members time to see & respond to the opt-in request.

What happens if I don’t opt-in for the week?

Nothing. :)

You simply won’t receive a match for that cycle, and you’ll continue receiving opt-in emails as usual.

How do I schedule a meeting with someone in my community?
  1. Using the scheduling link on the Introduction email
  2. Member directory request (if your group has member directory)
Do I have to schedule through the Intros scheduling link?

No, you don't have to use the intros scheduling link.

However, this is how your community admins will be able to track whether or not you've joined the meeting through the Intros platform. We offer easy scheduling through our intro scheduling link at the top of every introduction email for recurring matching clubs.

The feedback form will also pop up directly after your chat if you use our video link.

How can I tell if I’ve already opted-in for this week’s matching round?

You can sign into your member profile and check out the banner at the top - if it says “opt-in for a match!” that means you haven’t opted in yet. You can opt-in by clicking on the banner, or through the opt-in email that was sent.

If the banner says “expect a match this __!” then you’ve opted in, and will receive a match!

How do I reschedule my match?

We don't currently offer a way to reschedule with your match through the Intros platform.

However, both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media

The Intros calendar invite that is sent out after using the Intros scheduler is editable by both you and your match, so you can also simply move that invitation, and use the same Intros video link. :)

How can I contact my match?

Both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media

Ad-hoc Matching

How do I reschedule my match?

We don't currently offer a way to reschedule with your match through the iIntros platform.

However, both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media

The Intros calendar invite that is sent out after using the Intros scheduler is editable by both you and your match, so you can also simply move that invitation, and use the same Intros video link. :)

How can I contact my match?

Both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media

How can I tell if I’ve opted into future matching rounds?

There currently isn’t a way to view this on your member profile, however we will be updating the product to send a calendar hold for ad-hoc rounds you’ve opted into within the next few weeks (as of January 26th)!

Event Matching

How can I contact my match?

Both you and your match are CC’d on the introduction email, so you can find their email & communicate that way.

If your club has a number directory, you can also view their profile to find other contacting methods, like social media

How do I reschedule my match?

This depends on the type of event your admin is hosting. If you’ve opted in to receive introductions at the various event times, you will not be able to reschedule (ex: virtual speed dating). You & your match are both CC’d on the introduction emails, so it would be best to reach out to them directly!

How long before an Intros event will I receive my match?

You’ll receive each Introduction 5-10 minutes before each matching round begins.

How can I tell which event day(s) and time(s) I selected on the form?

Connecting your data using Zapier

Zapier is our recommended method, as any data source compatible with Zapier can be used (AirTable, Typeform, Google Sheets, Hubspot, etc. - check out all Zapier apps here).

Head to our Zapier page for more examples on how you can connect your data with Zapier (ie: updating existing member data)

Note: import limitation

Both methods of importing data are not compatible with our “Similarity Scale” type question, so avoid adding this question type to your Intros club if you plan on integrating with Zapier OR uploading data using a CSV

It is also important to note that members will sign into their member profile via magic link sign-in using their email. With that, make sure to upload an email members will want to utilize for Intros matching.

Sign up for Zapier

Head to Zapier.com & choose the plan that best fits your organization‣

Create your Zap

Add a new Zap named “[organization]’s Intros connection” (or whatever’s best for you, of course!)

Add your data trigger

In this example, I use a Typeform connection. In Zapier, simply search for the name of your app in the “trigger” block. Connect your Typeform account, and select “New Entry” so that the flow runs each time a new Typeform submission is sent in

Add your data action (Intros)

Connect your Intros AI account to Zapier, and select “create new member”

Match each question from Typeform to its corresponding Intros AI matchmaking form question

Test & Publish your Zap

Upon a successful test, you will see a sample member appear in your Intros club (this member is only temporary, and used to make sure you’ve properly connected your data)

Once your data is properly flowing, select “Publish Zap. You will then see the option to transfer any existing data, which is the perfect way to seamlessly transfer any members who have already filled out the Typeform

Upload your data using our CSV Upload Feature

With a few simple steps, you can upload any existing member data to your Club.

Note: import limitation

Both methods of importing data are not compatible with our “Similarity Scale” type question, so avoid adding this question type to your Intros club if you plan on integrating with Zapier OR uploading data using a CSV

It is also important to note that members will sign into their member profile via magic link sign-in using their email. With that, make sure to upload an email members will want to utilize for Intros matching.

Upload your CSV

Click into ‘Import Member Data (Optional)’ on the community checklist

Select “Import Members” and upload your CSV

Map your CSV data

In this step, you’ll map the data columns in your CSV to the corresponding data property in Intros

Note: Not all columns must be uploaded - the only necessary properties to include are First Name, Last Name, and Email. Otherwise, the CSV upload will not succeed.

Preview member profiles

Review member profiles to ensure your CSV data has mapped properly.

You can click in and review individual member profiles:

Upload members

Scroll to the bottom of your previewed data, and select “Upload Members”. This upload your members to the Intros platform, it will not automatically enroll or invite them. View step two below for more information.

Enroll (or invite) your members [preferred invitation method]

Once your members are imported, they will show up in the “uploaded tab” on the Members page in your admin account.

With this method, members will receive personalized emails.

Note: Member data must be uploaded before these invitations can be sent out.

Enrolling and inviting members follow the same steps:

Navigate to the “Kick-off!” step of your community checklist

Select “Customize & Send email invitations”

Decide enrollment method

Intros will provide you the number of profiles eligible for auto-enrollment. In order for members to auto-enroll, enough member data must be available for our matching algorithm to properly connect members together.

If you select “auto-enroll”, eligible members will receive the “auto-enroll” email, while all other members will receive the “invitation” email (both emails are customizable in the next step).

Customize email invitations

Edit the email text for the auto-enrollment email on the left, and the text for the invitation email on the right. If you are auto-enrolling all members OR inviting all members, there is no need to edit both emails; only the one your members will be receiving.

Test and send out email invitations

Send yourself test emails to confirm your emails are formatted properly. Once you’re satisfied with the end result, click “Invite”, and your members will receive the invitations!

Check member statuses

Members who receive the auto-enrolled email will automatically become active members of the Intros Club, and will show up in the “active” tab.

Members who receive the invitation email will show up in the “invited” tab on the “Members” page until they select “Join the community!” and complete the rest of their onboarding.

CSV Upload FAQs

  1. What is the CSV Upload Feature? The CSV Upload Feature is a tool in the Intros platform that allows you to upload existing member data to your club using a CSV file.
  2. What is the "Similarity Scale" type question and why is it incompatible with the CSV Upload Feature? The "Similarity Scale" is a type of question used in Intros. However, it's not compatible with the CSV Upload Feature or Zapier integration due to potential technical limitations or differences in data format.
  3. How do members sign into their member profile? Members sign into their member profile via a magic link sign-in using their email.
  4. What should I keep in mind regarding members' email when uploading data for Intros matching? You should make sure to upload an email that members will want to use for Intros matching, as they will sign in to their profiles using this email.
  5. How do I upload my CSV? You can upload your CSV by clicking into 'Import Member Data (Optional)' on the community checklist and selecting "Import Members".
  6. How do I map my CSV data to Intros? You map your CSV data by matching the data columns in your CSV to the corresponding data property in Intros during the upload process.
  7. What are the necessary properties to include in my CSV upload? The necessary properties to include in your CSV upload are First Name, Last Name, and Email. Without these, the CSV upload will not succeed.
  8. How can I review member profiles to ensure my CSV data has mapped properly? After uploading, you can review member profiles by clicking on individual members to ensure your CSV data has been correctly mapped.
  9. How do I upload members to the Intros platform? After previewing your data, scroll to the bottom and select “Upload Members”. This will upload your members to the Intros platform.
  10. How do I enroll or invite my members after uploading them? Once your members are imported, they will appear in the “uploaded tab” on the Members page in your admin account. From there, you can customize and send email invitations for enrollment.
  11. What do I need to know about the enrollment method? Intros will show you the number of profiles eligible for auto-enrollment. For members to auto-enroll, enough member data must be available for the matching algorithm to properly connect members together.
  12. How do I customize email invitations? You can customize the text for the auto-enrollment email and the invitation email during the invitation process.
  13. How do I send out email invitations? After customizing and testing your emails, click “Invite” to send out the invitations to your members.
  14. How can I check member statuses after sending out invitations? Members who receive the auto-enrolled email will become active members and show up in the “active” tab. Members who receive the invitation email will appear in the “invited” tab until they select “Join the community!” and complete their onboarding.