Matchups automatically connect members of your community — pairing or grouping them based on the pools you define. Members opt in on their own, and Heartbeat handles the rest.
In this guide
- Manage opt-ins
- Configure matchmaking settings
- Review messaging
- Confirm and send
- Stop matchups
- Frequently Asked Questions
Manage opt-ins
Before running matchups, make sure the right members are opted in. Adding a group to your matchmaking pool doesn't automatically opt those members in — it gives them the option to opt in themselves. Each member must individually opt in to participate.
On mobile, members will see a prompt to join automated matchups. On desktop or browser, we recommend setting up a workflow to send a pop-up, DM, or notification to the members you'd like to invite.
Configure matchmaking settings
Group size: Choose groups of two or three. If you select three, Heartbeat will create as many groups of three as possible, with any remaining members placed into groups of two.
Allow repeats: Choose whether members can be matched with someone they've already met in a previous round. Toggle on Disable Repeats to prevent this.
Matchmaking pools: Pools define which members get matched together. Build a pool by combining any Heartbeat groups you choose — Heartbeat will automatically connect everyone within that pool.
Review messaging
Review and adjust the messages members will receive about their matchups. Make sure the tone and content fit your community before moving on.
You can also click on "Use Template" to fill in your Match-up email or ask Pulse to create one for you!
Confirm and send
Once you're happy with your settings, confirm and send. If you have a recurring schedule toggled on, matchups will go out on the date you selected. If recurring is toggled off, they'll send immediately.
Stop matchups
To stop matchups, go to Matchups in your left sidebar, open Matchmaking Settings, and delete your pools.
Frequently asked questions
When are matchup emails sent to members? If recurring is toggled on, matchups send on the date you selected at the confirm step. If recurring is toggled off and you click confirm, they send immediately.
How will I know the matchups have been sent? All admins are copied on matchup emails automatically.
What do the green icons next to matchups mean? A green icon indicates that those two members have met and completed their matchup.