Meeting Matching is the technology in EventsAir to allow attendees and exhibitors to request appointments with each other. This Express Action is where you actually run the Meeting Matching technology to process all of the meeting preferences and requests that have been entered by attendees and/or exhibitors and create the diaries, or schedules of meetings for all of your attendees and exhibitors.
Running the Meeting Matching Express Action
When you have finished collected meeting preferences from your attendees and exhibitors (as applicable to your event), and you have reviewed all requests, you are ready to run this Express Action.
You can choose to run Meeting Matching across all contact records at the same time, or you may wish to run Meeting Matching in waves, against specific meeting schedules, registration categories or exhibitor categories.
Filter
Press the Filter button next to Target Group to select the group of people you want to work with. If you want everybody, simply hit Apply without entering any selections.
Scheduled Meetings Options
You have two options prior to running your Meeting Matching process:
- Delete ALL existing Scheduled Meetings before running - select this option ONLY if you wish to remove all existing matches and completely start from scratch.
- Attempt to move meetings to another timeslot after initial matching process - select this if you wish to retain all current matches, but wish to move them in order to accommodate new Platinum or Gold preferences.
Advanced Options
Within the advanced options you have the ability to boost Exhibitor, Attendee or Mutual preferences allowing you to adjust how the meeting matching process will assign meetings from the preferences made. If Attendee Preference Boost was higher than Exhibitor Preference Boost, the process would favor preferences made by attendees over those made by Exhibitors.
There are also options to exclude non-mutual preferences for both attendees and exhibitors so only attendees and exhibitors that have a mutual preference will be matched.
Selected Records Tab
After you use the filter to make your selection, you can view a complete list of Selected Records. You are able to use all selected records (by default) or select specific records that you want to include in Meeting Matching.
Save as Data Snapshot Option
Selecting the Save as Data Snapshot option lets you save the current set of Selected Records. You can then later re-use that Snapshot in a future filter operation. For example, if you made a set of changes to a specific selection of records, you can recall that same set of records in order to send an email communication, or run a report specific to the selection.
Running the Process
Press Start to create meetings. You will see a progress thermometer at the bottom of the screen while the matching is underway. Once complete, a pop-up message will tell you how many meetings were created.
For Detailed Guides
- There is a document on this topic in White Papers (Detailed Guides)