Open your program, go to the "Sessions" tab, and click "Schedule a new session".
Option 1 • Let the algorithm do its magic
Select "Automatic session(s)":
Choose a date and hour for sending the opt-in message (if activated in the Settings).
Note that you decide to send it now by clicking "Now" at the bottom of the selection panel.
A little colored card will appear on your planning view:
Card colors are random.
Choose a date and hour for sending the matching message.
Another little colored card will appear on your planning view:
In our example below, the opt-in message will be sent on June 4, and the match message will be sent on June 10. Between June 4 and June 10, the session will be "open".
Choose the timezone for this session (below the match message date)
Select a recurrence between :
One time only
Every week on same days
Every 2 weeks on same days
Every 3 weeks on same days
Every 4 weeks on same days (every month)
Then, click "Save".
✨ Pro tip
Do you want to launch sessions each quarter? Each year? Just select the "One time only" frequency and manually schedule your sessions on the dates you want!
Option 2 • Check/review the matches before they are sent
This feature is available in the Enterprise plan only.
When this option is selected, no opt-in messages are sent (only match messages), even if "Ask for participation" is selected in the "Matchmaking" tab.
Select "Review before sending":
A new chart will appear, and you'll be able to select the option "review your matches":
At this stage, no date has been defined for sending the matches.
When clicking "review your matches", you will be able to review the generated groups, and if necessary, change them.
When you are satisfied with the groups, click "Save & Exit".
Select "Update matching date" to define a date for sending the matches.
Select the date and click "Update".
The date will be update in the chart (you can still review and update the matches before this date).