Скачать или смотреть SmartMatchApp Webinar #3: How to Match Clients, Automate Intros & Track Results

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Welcome to the latest episode of our SmartMatchApp Weekly Webinar series!
In this session, we dive into the full client matchmaking workflow—from generating suggestions to sending automated introductions and scheduling follow-up events.

💡 Whether you're new to SmartMatchApp or want a refresher, this webinar is packed with practical tips and real use cases to help you get more out of the platform.

🎥 What you'll learn in this video:

How to use matching suggestions and match details effectively

How to create matches and send one-way or mutual intros

Tips for collecting and automating match feedback with surveys

How to use the event scheduling and availability feature

How to track performance with matchmaking schedules and reports

👥 Hosted by:
Mykola Uskov – Senior Customer Success & Product Wizard
Petar Rejman – Marketing & Operations Lead

Chapters:
Chapters:
00:00 – Start
01:18 – Using suggestions & match details
03:45 – Creating a match & workflow stages
05:50 – One-way and mutual introductions
08:15 – Collecting feedback with surveys
10:00 – Automating follow-ups based on survey completion
12:35 – Creating events using availability
15:25 – Sending date reminders via email
17:15 – Using surveys after events
18:40 – Match groups: active, past, successful
20:10 – How to use the Matchmaking Schedule
24:10 – Tracking matches: completed vs. required
26:00 – Bulk match visibility from the database
27:30 – Sending surveys manually and in bulk
30:00 – Mutual surveys for matches
33:00 – Automating matchmaking (set it and forget it)
35:30 – Who should use automated matching
37:00 – Avoiding spam with custom SMTP
39:00 – Creating onboarding sequences with automations
42:00 – Workaround for organizing email templates

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👇 Drop your questions in the comments — we might cover yours in our next webinar!