Welcome to Intros!

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Begin by selecting the Date and Time at which you would like to send matches to your organization.

Matches will begin sending 15 minutes before they are scheduled.

Times are always shown in the timezone you’ve configured for your organization.

Timezones will default to Eastern Time, unless otherwise changed.

After choosing your Date and Time, you can customize scheduling details for your match. You can customize:

The default setting is to include a scheduling link with the Intro.

The scheduling link will allow members to propose and accept proposed times between each other, or allow for one of the members to auto-book with their match if their match has enabled Automatic Bookings on their profile.

Alternatively, you can configure your Intros round to send a Calendar Invite with the Matching email.

This Calendar Invite will be set for the time at which the matching round was scheduled.

Every calendar invite will include a meeting link, a link to reschedule, and a link to cancel if necessary.

If you are sending a Calendar Invite with your match, you can choose to send a Calendar Hold when members sign up. This calendar hold will be for the same time and duration as the matching round is scheduled.

Choosing to send Intros without a scheduling or calendar link is most common when matches are sent out during an in-person event. Members will be matched via Intros, and then meet up with each other however decided by your community.

Recurrence allows you to “set it and leave it” as far as your upcoming matching rounds are concerned.

You can configure matching rounds to occur weekly with up to 4 weeks between matching rounds.

These are great for long-term evergreen communities, where members may want a match every month, or alternatively for cohort-based learning communities where members want to more aggressively meet every week.

Opt-In and Opt-Out are the two ways you can specify how your members sign-up for a matching round.

Opt-In requires a member to choose to participate via an Invite you send to them or via them member profile.

Opt-Out automatically signs all members up for the round, and gives them the ability to choose not to participate via an invite you sent to them, or via their member profile.

After scheduling a matching round, it will be visible under Upcoming Matches.

You can schedule Invites for a match by hitting the 🖊️ Edit icon on any Match Round row, and then hitting “Scheduling Invites”, as shown in the image below:

This will take you to the Invite Scheduler and allow you to customize to who and for what upcoming match you are scheduling invites.

When scheduling an invite, you can choose whether to include All Members or Uninvited Members Uninvited Members is with regard to the matching round for which this invite is sending.

Every invite is associated with a matching round. You can choose to manually set the matching round, which is useful for boosting engagement to off-one or ad-hoc matches.

Alternatively, you can select Any Upcoming Match. This will cause the invite to pick up and associate itself with the next upcoming match in your Intros Club, at the time that it sends.

This is recommended for Recurring Matching rounds.

Similarly to Matching Rounds, you can schedule Invites to occur to send on a recurring schedule.

For email-based Intros, we expose a full invite editor for both Opt-In and Opt-Out.

See Invite customization for a full walkthrough of how to utilize the editor for your needs.

We recommend having an Opt-In style of match for Evergreen or long-running communities.

A weekly or biweekly occurrence seems to operate best for these communities.

We recommend having an Opt-In style of match for Evergreen or long-running communities.

A weekly or biweekly occurrence seems to operate best for these communities.

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