
Mentorship is all about people—and when you understand how your people are engaging and growing, you can support them even better. That’s why we built Mentorly Intelligence: your all-in-one reporting space to track, learn, and act with confidence.  


Mentorly Intelligence uses AI to surface the most meaningful insights from your program so you can make decisions that drive real impact. It’s broken down into two tabs: Engagement and People Analytics. Let’s take a look at what you’ll find in each.  
  


# Tab 1: Engagement

The Engagement tab offers a clear view of how active your people are in your program.

  
Here’s what’s included:

- **Program Overview:** These program statistics give you an bird's eye view of all the activity in your program.
- **Mentee Adoption Rate:** Track how many mentees are actively engaging with their mentors.
- **Mentor Distribution:** Understand how often participants are having conversations with the same (or different) mentors.
    
    ![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-1.png)
    
- **Sentiment Review:** Dive into how participants feel about their experiences. This AI-powered section analyzes mentorship feedback to show you the sentiment breakdown (positive, neutral, negative) and key themes that are emerging from participant reflections.
    

These insights help you celebrate momentum and course-correct where needed—without guessing.  


# Tab 2: People Analytics

The People Analytics tab is where the heart of your mentorship program comes into focus. This is where we zoom in on what goals people are working towards, where they’re growing, and what’s getting in the way.

It’s broken down into five sections:

## 1\. Goals Analysis

Get a snapshot of the goals mentees are working toward—whether that’s building confidence, improving leadership skills, or navigating career transitions. You’ll also see real quotes from mentees to help bring their goals to life. Use these insights to guide your mentors and shape programming that supports what people truly care about.

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-3.png)

##   
2\. Emerging Themes Analysis

This section uncovers the most common themes and patterns from mentorship conversations. Think of it as a pulse check on what’s top of mind for your participants. You’ll also get actionable recommendations to help your program respond to these insights in meaningful ways.

##   
3\. Knowledge Gaps

This analysis highlights where mentee needs and mentor skills aren’t fully lining up, making it so you can take proactive steps to close the gap. The first thing you’ll see are three easy-to-read graphs:

- Gap Level Radar
- Demand vs. Supply Radar
- Gap Analysis Chart
    

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-4.png)

Alongside the graphs, you'll find a summary of key findings and a detailed breakdown of gaps in key skill areas, paired with recommendations on how to close them.  


Use this data to improve mentor training, recruit new mentors strategically, or adjust matching criteria to better support learning outcomes.

##   
4\. Upskilling Recommendations

Based on what we’ve learned about your participants’ needs, this section provides clear, actionable strategies to help mentees build critical skills. Whether it’s communication, problem-solving, or industry-specific expertise, we’ll show you where to focus your efforts.

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-5.png)

##   
5\. People Skills Breakdown

Get a full view of the top skills surfacing across your program—according to both mentors and mentees. This section also outlines the industries represented, helping you understand the professional context your participants are navigating.  


![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-6.png)

—

With Mentorly Intelligence, you’re no longer operating in the dark. You’re working with rich, meaningful data that helps you build a stronger, more impactful mentorship experience for everyone involved.

**Note:** These smart insights are generated from your program's data: profiles, matching questions, session agendas, etc.

Ready to explore your data? Head to your Mentorly dashboard and click on the Intelligence tab to get started!


Discover how Mentorly Intelligence turns your mentorship data into actionable insights.

Mentorly Intelligence: Understand What’s Really Happening in Your Program


Resources is designed to help Program Managers create a content library in Mentorly that allows them to share valuable materials with participants.

## 2 Key Benefits to using Resources

**All Your Resources in One Easy-Access Place:** No more scattered documents or endless email chains! With Resources, all your training materials, guides, articles, and videos are stored in one easy-to-access location. Both mentors and mentees can find what they need efficiently, whether they are at their desks or on the go.

**Standardized Resources for All:** Providing standardized materials helps maintain consistency across your program. Every participant receives the same high-quality guidance, no matter where they are in the process.

## Creating your Resources library

Begin by identifying the key materials you want to include. Think about the needs and goals of your mentors and mentees or the guidelines you'd like them to abide by. Keep in mind that any materials added will be visible to both Mentors and Mentees.

**How to create Resources as a Program Manager:**  
In your Mentorly Program Dashboard, select the *Account* tab (lower left-hand corner) and click on Programs.  


![](/images/help/articles/resources-hub-for-mentorship-success-1.gif)

When your list of program(s) appears, click on Resources.

![](/images/help/articles/resources-hub-for-mentorship-success-2.gif)

**Note:** To ensure findability and keep things organized, we highly recommend creating Categories first and adding resources second. This will make it easier to organize the content as you go.

To add a resource, click on Add Resource in the top right-hand corner. Secondly , select a file to upload or add a custom URL if the file is hosted online.

![](/images/help/articles/resources-hub-for-mentorship-success-3.gif)

Next, add a title and a brief and clear-cut description of the file and when to consult it.

If you've created categories, you will need to select one next. If no categories have been created, it will simply stay "uncategorized" by default.  
  
Lastly, select whether the document is in French or English or Both and then click Save. You'll be redirected to the Files page and notified that "Your resource has been updated successfully.". Your newly created Resource will appear in the list, under the chosen category.  
  


## Mentor / Mentee experience

To access Resources, Mentors and Mentees simply need to log in to their Mentorly account and click on Resources in the left-hand side menu. The list of available resources will appear, along with icons to identify the type of file each resource is.

![](/images/help/articles/resources-hub-for-mentorship-success-4.gif)


Ensure the success of your Mentoring program with Resources

Resources: Hub for Mentorship Success


Integrating Mentorly with Zoho allows you to seamlessly synchronize user data between these two powerful platforms. This guide will walk you through the process and requirements for setting up and maintaining this synchronization. Let's get started!

## Prerequisites

Before you begin, make sure you have the following:

\- An active Mentorly account with administrative access.

\- A Zoho account with permissions to manage contacts and integrations.

## Setup

**Step 1:** Reach out to Mentorly Support  
If you would like to use the Zoho integration, a member of the Mentorly team will need to enable the Zoho integration option in your dashboard.

**Step 2:** Configure Zoho Integration in Mentorly Account Dashboard

Once the Zoho integration option has enabled in your dashboard, you can:

1\. Log in to Mentorly: Access the Account tab in the bottom of the menu on the left-hand side of the screen.

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-1.png)

2\. Head to the Integrations tab and Click on "Connect Zoho Account." You will be redirected to Zoho. Follow the prompts to complete the setup.

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-2.png)

## Synchronization Triggers

Once the integration is set up, synchronization will occur under the following conditions:

\- When a new Mentorly user is added, their profile will also be created in Zoho

\- When a changes are made to a user's profile in Mentorly, they will be reflected in Zoho

\- When an existing user profile is updated.  


Program Managers are excluded from this sync as they need to be manually added to Zoho.

**Note:** User deletion must be done in Zoho separately from user deletion in Mentorly.

## Viewing the User Profile in Zoho

After the integration is properly set up, you can view user profiles in Zoho. An external user URL will be present in each member profile in Mentorly, allowing you to easily access and manage your user data within Zoho.


Integrating Mentorly with Zoho: A Step-by-Step Guide


Turn Mentorship into Revenue - Meet Monetization! 🎉

  
You can now seamlessly charge mentees for their participation directly through your program dashboard, enabling you to monetize, and run profitable mentorship programs effortlessly.

➡️ Monetization is currently in beta. If you're interested in being a beta user, email support@mentorly.co so we can enable it for you. We'd love to hear your feedback as you use it.

# **Setting Up Monetization 💰**

**1\.** Log in to Mentorly and click on the **“Monetization”** in the menu on the left-hand side.  


![](/images/help/articles/monetization-beta-1.png)

**2\. Configure Stripe for Payments**: [Stripe](https://stripe.com/en-ca/privacy) will be your partner in managing the billing process. Click **"Set up your Stripe Account"** to provide essential information including your email, phone number, business type, website URL, product descriptions, account details for earnings, and personal identification details for account verification.

![](/images/help/articles/monetization-beta-2.png)

**3\. Define your Monetization modalities:** You can charge for mentorship in a way that makes sense for your program. Want a one-time fee? Done. Prefer a monthly or yearly subscription model? Easy. Basically, we’re giving you options—because financial sustainability shouldn’t be a guessing game.

![](/images/help/articles/monetization-beta-3.png)

  


# Processing Payments 💸

To view a specific member's payment history, locate the mentee in the 'Members' section of your dashboard and click on 'View Payment'.  


![](/images/help/articles/monetization-beta-4.png)

  
💳 Note: now that you have Monetization activated, your mentees will be asked to set up a Credit Card as part of their sign-up process.  


# Viewing Transaction History

You can easily track and manage transactions in our Stripe Dashboard. Gain insights into charged fees categorized by type (one-time or recurring), empowering you to keep a clear record of your program's financials.

Monetization makes managing payments for your mentorship programs easier than ever.. Say goodbye to manual invoicing and tracking payments separately—experience seamless billing integration and elevate your program's profitability today!

Ready to get started? Head over to your Account Dashboard now and unlock the full potential of your mentorship programs with Billing! 🚀


Monetization (beta)

We understand the importance of clear and organized communication between mentors and mentees.

That's why we've introduced the ability to format text in the portal using basic HTML codes. This feature allows you to make your messages more engaging and structured. Below, we'll walk you through how to format text with HTML codes and provide examples:

- **Bold Text:** 
 You can make your text bold by enclosing it in **``** or **``** tags. Here's an example:
 
 
 `bold text`
 

- **Italic Text:**
 
 To italicize your text, use **``** or **``** tags. Here's an example: 
 
 `italic text`
 

- **Underlined Text:** 
 You can underline text by using the **``** tag. Here's an example: 
 
 `underlined text`
 

- **Hyperlinks:** 
 To add a hyperlink, use the **`<a></a>`** tag with the **`href`** attribute to specify the URL. Here's an example: 
 
 `Visit our website <a href="https://www.mentorly.co">Mentorly</a>.`
 
- **Bullet Points:** 
 To create a list with bullet points, use the <ul></ul> (unordered list) and <li></li> (list item) tags. Here's an example: 
 
 `<ul> <li>First item</li> <li>Second item</li> <li>Third item</li> </ul>`
 

Incorporate these HTML formatting options to elevate your communication and create an even more enriching mentoring experience.

Enhance Your "About US" section  with HTML Formatting

Formatting Using Basic HTML Codes


This feature simplifies the onboarding process for mentors, and mentees, making it easier than ever to get them started with Mentorly. In this guide, we'll walk you through the steps to utilize this updated feature.

## Prerequisites

Before you get started, head to the [Import page](https://demo-pro.mentorly.co/en/dashboard/members/import) in your Mentorly dashboard (Members section) to download our CSV template.

To get started, you will need to fill out the CSV template with the following parameters for each member:

1.  **Email:** The email address of the member.
    
2.  **Full Name:** The full name of the member.
    
3.  **Is Mentor (Y/N):** Specify 'Y' if the member is a mentor or 'N' if they are not.
    

You can choose if you want to use the remaining parameters included in the field. These are optional and can be filled in by participants when they sign up to Mentorly after receiving your invitation.

**NOTE:** Column AC to AI represent the Mentorly Matching questions. Although you can upload responses to these questions in bulk with a CSV file, we recommended having participants answer these questions themselves during onboarding.

#### Steps to invite members can be found [here](/en/help/program-manager-guides/inviting-members-to-your-program)

Inviting members via CSV is an efficient method that saves you time and ensures that your members can easily join your program.


Inviting members via CSV


While managing your program, you're likely familiar with creating new conversations. These messages become an ongoing thread sent to all members in the conversation, and each member can reply in this thread - which is great for group discussions!

We're introducing a new feature, called **announcements**, which allows Program Managers to send read-only messages to a group of users.

This is a great way to keep your members engaged in the program, offer mentorship tips or session-conversation prompts. You can send attachments or any resource material you may have for your program, too!

* * *

1.  [Here's how to send an announcement](#here-s-how-to-send-an-announcement)
    
2.  [Selecting recipients](#selecting-recipients)
    
3.  [Sending an announcement](#sending-an-announcement)
    

* * *

## Here's how to send an announcement:

Go to your **Messaging** tab from the Program Dashboard and click on the pencil icon.

This will open the new message screen, where you can choose between a new conversation or a new announcement.

![](/images/help/articles/announcements-1.jpg)

By selecting a new announcement, if a member chooses to reply, their message will only be sent to and seen by you, the program manager.

## Selecting recipients:

Choosing your group of members to start a conversation or send an announcement to just got a lot easier.

You can either choose to individually enter each member's name in the 'To:' field, or filter and bulk-select from the Members tab.

![](/images/help/articles/announcements-2.png)

From the members tab, you're able to sort and combine filters by each mentor/mentee, cohorts, tags, status and more.

![](/images/help/articles/announcements-3.png)

You can also use the checkboxes to select certain individuals from a given group of results. This way, you can easily curate the list of members that you need to communicate with.

Once you've selected your targeted audience, click on the drop-down menu of the number of selected members, and click 'send new message'.

![](/images/help/articles/announcements-4.jpg)

## Sending an announcement:

Choose between a new conversation or new announcement, compose your message and hit enter to send!  


![](/images/help/articles/announcements-5.png)

**Good to know:** You can change the title of the announcement at anytime, by clicking on the pencil icon beside the title.

**Good to know:** You can check the list of recipients by clicking on the cluster of icons in the top right corner of the message.

* * *

# Have any questions or need any assistance?

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Introducing 'Announcements', a new way to communicate with the members of your program!

Announcements


Matching is at the heart of your program, as it's where you can match mentors and mentees. Smart matching helps you create direct connections for your members to easily provide and access mentorship!

By default, matching is enabled for every program.

1.  [What types of matching does Mentorly offer?](#what-types-of-matching-does-mentorly-offer)
    
2.  [How to prepare](#how-to-prepare)
    
3.  [Ready, set match!](#ready-set-match)
    
4.  [Creating matches](#creating-matches)
    
5.  [Removing matches](#removing-matches)
    
6.  [A mentors/mentees perspective](#a-mentors-mentees-perspective)
    

* * *

# What types of matching does Mentorly offer?

Mentorly generates compatibility scores between mentors and mentees based on their answers to our program Matching questions.When designing their program, Program Managers can choose between two types of matching:

**Automatic matching** allows the Program Manager to automatically generate several matches at once with the click of a button by pairing up mentors and mentees with the highest compatibility scores.

**Manual matching** allows for the Program Manager to create specific matches one at a time, regardless of a compatibility score.

Before inviting members to your program, be sure to review the Matching Questions, as they provide the data that feeds Mentorly's matching algorithm.

⭐ Only **Enterprise** programs allow for new questions to be added to the algorithm, and **Pro** programs can add questions, however **Teams** programs can only remove questions or modify possible answers. Please reach out to your MSA or Mentorly support team for any modifications.

* * *

# Ready, set, match!

When you're ready to start matching members of your program, head on over to your **Matching** tab in your program dashboard. For best results, we strongly recommend you start matching when the majority of your mentors and mentees are onboarded, as this means they will have completed their matching questionnaire.

  
You can check on the status of your members by verifying the **User Progress** chart on the **Home** tab.

![](/images/help/articles/smart-matching-1.png)

The Matching tab is very easy to navigate. For easy viewing, you can sort the first column by either mentors or mentees, and the second column is where you can create matches or view current ones.

![](/images/help/articles/smart-matching-2.gif)

* * *

# Creating matches

To manually create a Match, select the mentor or mentee that you'd like to create a match for and click on 'add mentee/mentor'.  


You can choose from a list of the top suggestions based on compatibility, or search for a specific user. Once selected, hit "Draft 1 Match". When you're ready to activate, simply press the activate button in the purple banner at the top! It’s that simple.

![](/images/help/articles/smart-matching-3.gif)

To automatically generate multiple matches based on compatibility scores, simply click on the Automatic Matching button in the top right-hand corner of the Matching page.  
  
You will then need to select the number of matches allowed per mentor/mentee. Once done, you will be notified that Matching is running. The more users in your program, the longer it will take for matching to be completed.  
  
Once complete, the page will automatically refresh and you will now have multiple drafted matches that you can choose to activate whenever you're ready.

![](/images/help/articles/smart-matching-4.gif)

  
All drafts are indicated by a pencil icon in place of the user's profile picture.

![](/images/help/articles/smart-matching-5.png)

  
Activating a Match triggers a notification email for both the Mentor and Mentee, introducing them and giving them access to their full profile.  


An activated Match enables Mentor & Mentee to communicate with each other via Mentorly's messaging tool, and mentees will be able to book with their mentor.

**Want to review a mentor's or mentee's answers to their program questions?** Head over to the Members tab, type in their name, and go to the Program Questions tab.

![](/images/help/articles/smart-matching-6.jpg)

* * *

# Removing matches

At any point in the program, you can always **deactivate** any matches.  
  
To do so, just click on the row of the selected mentor/mentee that you want to deactivate matches for and the list of their matches will appear.

Select the matches to delete by clicking on the minus sign - you can select more than one - then click **delete match(es)** in the upper right corner.

![](/images/help/articles/smart-matching-7.jpg)

When a match is deleted, neither the mentor or the mentee will see it appear in their Matches tab. If you delete an activated match, it will remain visible with a stop sign, indicating the Match was deactivated. Check the Last Updated column to see the Start and End date of every Match.

* * *

# Matching insights:

Once a match has been activated, you can view and compare the answers of a match to see what they have in common that generated their compatibility score.  


**Here's how:**

1\. Click on the **Matching tab** from your Program Dashboard.

2\. Filter by Status: Matched

3\. Select a row by clicking on the drop down arrow beside the mentor or mentee's name.

4\. Click on the ℹ️ beside the compatibility score (%).  


![](/images/help/articles/smart-matching-8.jpg)

5\. Review both the mentor's and mentee's responses: You'll see green check marks for the answers they share in common.

* * *

# A mentor/mentee's perspective

Members will have a **Matches** tab that will appear on their personal dashboard, and they will have access to the matching questions during the onboarding process.  
  
For more information on the mentor or mentee's experience, check out [this article](/en/help/for-mentees/finding-a-mentor-and-booking-a-session) that outlines each step on how to explore their Matches.


Here's everything you need to know about Mentorly's smart matching!

Smart Matching


Once your members have either been invited or signed up, it's time to start looking at ways you can manage your program while it's ongoing.

* * *

# **Matching:**

When you're ready to start matching members of your program, head on over to your **Matching** tab in your program dashboard and [click here for more information](/en/help/program-manager-guides/smart-matching) on how to use Smart Matching.

* * *

# **Sessions:**

Whether your members have been matched up or you're allowing them to book 'a la carte', let the sessions begin!

To generate enthusiasm, we recommend communicating to your program members when sessions are set to begin.

As a Program Manager, you can track all sessions that are taking place in your program, via a calendar overview on your **Sessions** tab.

![](/images/help/articles/managing-your-program-1.png)

The types of sessions are colour-coded:

- Yellow: 1:1 sessions between a mentee and mentor
- Green: Masterclasses hosted by a mentor
- Purple: Private group sessions
    

## **Create a session:**

As a program manager, you have the ability to create either a private group session or public masterclass for your members.

![](/images/help/articles/managing-your-program-2.png)

By clicking the **create a session** button, it will prompt you to select a group session or masterclass, then fill out the form. Once saved, invited members will receive an email notification.

* * *

# **Tracking Engagement & People Analytics:**

Once sessions are underway, you can track Program Engagement as well as participant sentiment, mentee goals, conversation themes, skill gaps, and growth opportunities in the [Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) tab.  


![](/images/help/articles/managing-your-program-3.png)

There are various different ways of determining engagement levels: mentee adoption rate, repeated sessions per mentor, session reviews and sentiment, or monthly sessions overview. Find what works for you and your program's needs!

**Noticing low engagement?** No worries, there are a lot of different strategies that you can take to help boost these levels.

If you have an MSA, reach out to them for an engagement strategy call. If you don't have an MSA, reach out to Mentorly's support team for some friendly advice and tips. We're here for your success!

* * *

# **Ratings and Reviews:**

When participants have completed a session in Mentorly, they're prompted with a Ratings and Reviews survey at the end of their call. While these reviews are not shared with the other mentor/mentee being reviewed, Program Managers have full access.  


![](/images/help/articles/managing-your-program-4.png)

As long as Mentors and mentees synced their calendar with Mentorly, they can leave a review no matter where or how their session took place—in Mentorly, other virtual means or in person. We're meeting them where they are, so sharing feedback fits into their flow, not the other way around.

![](/images/help/articles/managing-your-program-5.png)

To view, just head over to your **Home** tab and scroll down to **view more** on Ratings & Reviews. You can view an in-dept sentiment analysis of all accumulated reviews in the Engagement section of the [Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) tab.

At first glance, you'll see an overview of total reviews and average rating at the top of the page. You can also filter reviews by rating, user name/email, or content, and sort them by date or name.  


![](/images/help/articles/managing-your-program-6.png)

  
Mentorly's **satisfaction rating** reflects user contentment with their mentoring program. It's a crucial metric indicating your program's success facilitating meaningful connections and delivering value. A high rating boosts reputation, attracts more users, and fosters growth.

* * *

# **What's next?**

If you're thinking about expanding your program, reach out to your MSA or Mentorly's support team for assistance!

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's how to manage your program once members have been onboarded.

Managing your program


1.  [How to invite members to your program](#how-to-invite-members-to-your-program)
    
2.  [General Sign up](#general-sign-up)
    
3.  [Know your limits](#know-your-limits)
    
4.  [Onboarding progress chart](#onboarding-progress-chart)
    
5.  [Mentors page](#mentors-page)
    
6.  [Cohorts and tags](#cohorts-and-tags)
    

After setting up your program, it's time to start inviting members.

Mentorly gives you the key tools to add members to your program and how to best manage their onboarding process.

⭐ For **all** plans with an MSA, we offer a one-hour live demo that helps introduce the platform to your members. Alternatively, we can provide a demo recording instead. Speak with your MSA or Mentorly Support Team to find what works best for you.

Let's begin! 🎉

* * *

# **How to invite members to your program**

There are two ways you can invite or recruit members to your program.

## **Manually upload:**

This method is ideal if you already have a set list of members you want to have in your mentorship program. You can either add a new member individually, or multiples at a time.

Head over to the **Members** tab of your Program Dashboard.

## **To add a new member individually:**

Click the + button, enter their name and email. If the member is a mentor, just click the box that says 'Mentor'. Hit save, and send them an invitation email, where they can sign up and start filling out their profile.

![](/images/help/articles/inviting-members-to-your-program-1.jpg)

## **Adding multiple members at once:**

From the **Members** tab, click the upload icon (beside the + button). The instructions will prompt you to download our [CSV template](https://docs.google.com/spreadsheets/d/1OCxDr8DeKbLHjXK5ajrGghLPFb1mS05bJzaaVxlgSgg/edit?gid=1043438006#gid=1043438006) so you can import multiple users at once.

The mandatory information required for the CSV upload is the member's name, email and if they are a mentor. Once the template has been filled out, you can import it.  
  
If your program is using tags, you can include the tag in this template as well - however, it's important that the tag is created *before* you upload this list.

After importing the list of members, you'll see (on your Members tab) a notice that you have users pending an invitation. Simply click **send invitation emails** and you're good to go!

  


![](/images/help/articles/inviting-members-to-your-program-2.png)

**Good to know:** By manually uploading your users (either individually or multi-upload), mentors are automatically approved, which means they will be featured on your program's Mentors page once they've completed onboarding. For more information on what this means, continue reading this article!

# **General sign up:**

If you're not sure who you want to take part in your program and want to allow for general sign up, then the good news is that you can!

Anyone visiting your program's landing page will have the option to sign up themselves, either as a mentee or a mentor. Once they sign up, they'll be prompted to follow the onboarding steps - the same as when members are specifically invited.

![](/images/help/articles/inviting-members-to-your-program-3.gif)

**Good to know:** With general sign up, mentors will need to be approved by the Program Manager in order to be visible on the Mentors page. More information about this is provided below!

**Good to know:** The general sign up page is always available on your landing page to visitors. Please speak with your MSA or Mentorly support team to see about removing it if need be.

* * *

# **Know your limits:**

The amount of members you're able to have in your program is designated by the plan you've purchased with Mentorly.

**Teams:** Up to 100 users

**Pro:** 100 - 500 users

**Enterprise:** 500 + users

If you have any questions surrounding your user limits, please don't hesitate to reach out to your dedicated MSA or Mentorly's support team.

* * *

# **Onboarding progress chart:**

Once your members have started signing up, you can track their onboarding progress via the **Home** tab with the **Onboarding Progress** chart**.**

Each of these statuses can be considered as steps in a user's mentorship journey in your program. In order to be booked, mentors and mentees must have been invited, signed up and completed their onboarding (fulfilling their profile requirements and answering the matching questionnaire).

![](/images/help/articles/inviting-members-to-your-program-4.png)

**Good to know:** Your program may not require mentors and mentees to be matched, and that's okay! You can simply disregard that progress bar if this is the case.

**Good to know:** These progress statuses are also featured on the Members tab, where you can filter by status.

**Good to know:** These progress statuses are visible to Program Managers only, so members won't be able to see what progress status they are at.

* * *

# **Mentors page:**

Along with a landing page, your program also has a **Mentors** page that is accessible at the top of every member's Personal Dashboard.

This **Mentors** page is designed to not only display mentors available in your program, but allow mentees and other mentors to browse the available mentors.

![](/images/help/articles/inviting-members-to-your-program-5.jpg)

As a program manager, you have control over how this page is viewed by the members in your program.  
  
If your program is using matching, and you only want your members to meet with their specific matches, then you may not want mentors to appear on this page.

In order to appear on this page, a Mentor's profile must be marked as **Approved.** There are two ways this happens:

- When a mentor is manually uploaded by a Program Manager, they are automatically marked as **Approved.**
- When a mentor signs up themselves, they will not be marked as **Approved**. To do so, you will need to access the mentor's profile via the Members tab, scroll down and click **Approved**.
    

![](/images/help/articles/inviting-members-to-your-program-6.jpg)

**Good to know:** If they are marked as **approved**, a mentor must be at the Onboarded status in order to be visible on the Mentors page.

**Good to know:** You can also choose to **Feature** mentors. This means they will appear on the landing page of the program itself. This is a great way to showcase a specific group of mentors.

* * *

# **Cohorts and Tags**

You may choose to either group or track your members in specific ways, and that's where cohorts and tags come in! Cohorts and Tags can co-exist, and here's how each individually function.

# **Cohorts:**

By its design, a cohort is a private group of members. When in a cohort, a mentee or mentor will only be able to view other mentors of the same cohort on the **Mentors** page.

Cohorts have a reporting functionality - this means that the **Reporting > Activity** tab will break down data per cohort. This is great if you want to compare the amount of sign-ups or sessions per cohort.  


![](/images/help/articles/inviting-members-to-your-program-7.png)

⭐ If your program is on **Teams**, you are limited to only 5 cohorts at one time. For **Pro** and **Enterprise** plans, you are able to have an unlimited amount of cohorts.

**Good to know:** A member can only be part of one cohort at a time.

**Good to know:** A member won't know what cohort they are a part of - this is visible only to the Program Manager.

To create a cohort:

Head over to your **Members** tab and click **Cohorts**. Click on the + button, name your cohort, and you're done!

To add members, go to your **Members** tab and search for the member you want to be part of the cohort. You can assign the member a cohort at the bottom of their Info tab of their profile.

# **Tags:**

Tags can serve a few different functions for your program. You can use them to label certain members or restrict who they have access to within the program.

While tags don't have a reporting function like cohorts do, members can be part of as many tags as needed.

You have two options when creating a tag: public and filtering.  


**Public:** By making a tag public, this means the name of the tag will appear on the mentor or mentee's profile. This is helpful for when you want to showcase certain members as part of a certain group.

By not making the tag public, you keep this categorization private and the member who is tagged will not know they have this tag.

**Filtering:** When a tag is filtering, this means you are limiting all those within the tagged group to only see those with the same tag.

If you choose not to filter the tag, it means a member will be part of the tagged group but still have access to those outside of that tag.

## To create a tag:

Head to your **Members** tab and click on **Tag groups.** Click on **+ Create Tag Group,** enter a name and choose if it should be public and/or filtering, and you're done! Once the tag is created, you can easily add members right away by searching for their name.

![](/images/help/articles/inviting-members-to-your-program-8.jpg)

* * *

# **What's next?**

Check out how to best [manage your program](/en/help/program-manager-guides/managing-your-program) once members start engaging in the platform.

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the Help tab found on your personal dashboard and clicking Go to Live Chat.


The key to a successful program? It's all about the members!

Inviting members to your program


Mentorly offers a wide variety of ways in which you can customize your mentorship program to suit the needs of your mentors and mentees. Before inviting members, be sure to complete all the crucial and key steps in setting up your program.  
  
**Good to know:** This article will guide you through all the steps needed, but as always, please reach out to your dedicated MSA for assistance or contact Mentorly's support team if you have any questions!

# **Let's get started!** 🎉

* * *

1.  [Designing your portal](#designing-your-portal)
    
2.  [URL](#url)
    
3.  [Disciplines and Sub-disciplines](#disciplines-and-sub-disciplines)
    
4.  [Transactional Emails](#transactional-emails)
    
5.  [Making decisions for your program](#making-decisions-for-your-program)
    
6.  [Matching type](#matching-type)
    
7.  [Allowed session types](#allowed-session-types)
    
8.  [Length of sessions](#length-of-sessions)
    
9.  [Max sessions](#max-sessions)
    

* * *

# **Designing your portal:**

From your Program Dashboard, head on over to the **Program** tab - this is where all design decisions for your portal will take place.

It's important to customize your portal to represent your mentorship program and your company's branding or style guide.  
  


![](/images/help/articles/setting-up-your-program-1.gif)

Consider the following when designing your portal:

- Include a solid description that includes any motives or goals behind the mentorship program
- Customize the colours according to your company's branding or style guide
- Upload program images and partner logos
    

**Good to know:** The text fields under the Program tab are HTML-friendly.

**Good to know:** You can click on **View website** at the top-right of your Program Dashboard any time to see what your portal looks like.

* * *

# **URL**

The URL for your portal will be your program-name.mentorly.co

⭐ **For Enterprise programs:** If you're a white-label Enterprise, you're able to create a custom URL without Mentorly's domain. Please let your MSA know what URL you would like for your program and we'll take it from there!

If you're on the **Teams** or **Pro** plan, talk to your MSA or Mentorly sales rep to find out how to have a custom URL.

* * *

# **Sectors/Industries**

Sectors/industries and areas of expertise are a series of options from which a mentor and mentee can choose from when creating their profiles. Each sector/industry added should have related Areas of Expertise, which means these fields have a parent-child relationship.

This list can be customized to best represent the demographic of your program.

You can create your list of sectors/industries by going to the program tab and clicking on the sectors/industries section.

![](/images/help/articles/setting-up-your-program-2.jpg)

**Good to know**: Once members begin filling out their profile, it's strongly recommended not to modify the sectors/industries, as it affects members' profiles.

* * *

# **Transactional Emails**

Throughout the program, your members will be notified via email for things like new messages and session requests.

By default, these transactional emails have Mentorly's branding in the header and the footer, however this will be customized by Mentorly's CS team to suit your program's style guide.  


⭐ **For Enterprise programs:** If you're on the Enterprise plan, then the text of each transactional email is also customizable. Ask your MSA for a copy of all transactional emails and let us know what changes you would like to make.

If you're on the **Teams** or **Pro** plan, talk to your MSA or Mentorly sales rep to find out how to have customizable email content.

* * *

# **Making decisions for your program**

There are a few pre-program key decisions to make to shape your program according to your needs.  


Head over to your **Program** tab and scroll down to the bottom.

![](/images/help/articles/setting-up-your-program-3.gif)

# **Matching type**

You have the choice between leveraging matching for your program, or only allowing for a more 'à la carte' style.

**À la carte** is the most flexible option for the members of your program. It allows mentees and mentors to book sessions with any mentor they would like in the program.  
  
**Smart matching** generates compatibility scores between each mentee and each mentor. This gives you a wide variety of matches to review and activate.

**Manual matching** allows for the Program Manager to create specific matches, regardless of a compatibility score.

**By default, smart matching is enabled for all new programs.** This means, all members will need to fill out their matching questionnaire during onboarding.  
  
Your MSA or Mentorly Support Team will include the matching questionnaire for review in your pre-program set up steps.

⭐ **Pro** and **Enterprise** programs allow for new questions to be added to the matching questionnaire, however **Teams** programs can only remove questions or modify possible answers. Please reach out to your MSA or Mentorly support team for any modifications.

# **Allowed session types**

**Group sessions** are when mentees book a session with a mentor, where they can invite others to the session. These are private sessions where only the invited guests can join the session.

![](/images/help/articles/setting-up-your-program-4.png)

**Masterclasses** allow mentors to create/host a group session in which they are the host and lead the discussion or presentation. These are public and featured events, which anyone in the program can attend.

# **Length of sessions:**

You can choose whether your members can meet for 30-minute sessions, 60-minute sessions, or both.

# **Max sessions**

If you want to limit the amount of sessions a user can book or the amount of sessions a mentor, you can specify the amount for each.

* * *

# **What's next?**

Once your program has been set up, it's time to [start inviting members](/en/help/program-manager-guides/inviting-members-to-your-program).

* * *

# **Have questions or need assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


These are the crucial steps and details to complete before onboarding members to your program.

Setting up your program


Are you a new Program Manager and looking to get to know everything the Mentorly platform has to offer before you launch your program? You're in the right place!

The following article will outline every tab of the Program Dashboard and highlight any opportunities to customize your program.

* * *

# **Your Program Dashboard**

Your Program Dashboard will be your main hub for managing your program. It will give you access on designing and customizing the program, managing the members, tracking sessions and viewing reporting data.

![](/images/help/articles/get-to-know-the-platform-1.gif)

* * *

# **Home tab:**

The **Home** tab, pictured above, is your one-stop overview of the program. It will give you a quick glance at your mentors and mentees and where they are in their **User Progress.**

  
Once sessions are underway, it will display a chart for **Program Activity** and generate the **Ratings & Reviews** of your members.  


* * *

# **Program tab:**

The **Program** tab is where you begin to start designing and customizing your program to suit your needs. The program tab is divided into four different sections. You have the **Info** section as well as **Design**, **Email Templates** & **Sectors/Industries**.

**Info Tab**

On the **Info** tab, you can start defining your program by giving it a title, tagline and description in the about text.  


**Good to know:** This information will be viewable on your program's website, which you can view after hitting save by clicking **View Website** at the top-right of the Dashboard.

**Good to know:** The Info tab is also where you can adjust the customisable settings for your program. More information on those settings can be found in this article about [Setting up your Program](/en/help/program-manager-guides/setting-up-your-program).  


**Design**

![](/images/help/articles/get-to-know-the-platform-2.gif)

On the **Design** tab, you can customize the colours and font of your program's website to reflect your own brand or style guide. As you update the colours, the example on the right will update in real-time to give you a preview.

The **Design** tab also allows you to upload a variety of images to your program: partner logos, program images, and default profile image!

⭐For **Enterprise** clients, you have the option to upload a header/footer logo as well.

**Email Templates**

![](/images/help/articles/get-to-know-the-platform-3.jpg)

The **Email Templates** tab allows you to preview emails that are sent to your users when you complete an action.

⭐For **Enterprise** clients, you have the option to customize the emails.

**Sectors/Industries**

![](/images/help/articles/get-to-know-the-platform-4.jpg)

On the **Sectors/Industries tab**, you are able to add the sectors/industries and areas of expertise related to your mentorship program. When users onboard, they will choose from the list you created.

* * *

# **Members** **tab:**

Your **Members** tab is where you'll be able to manage all the members in your program.

![](/images/help/articles/get-to-know-the-platform-5.png)

You can filter to view only mentors or mentees (or all), their selected industry, their user progress and their tags (if any).  
  
By clicking on the three dots on the right-side of the screen, you can view their profile, send them a message, \*archive or delete them from the program.

\*Instead of deleting a member, you can choose to **archive** them instead. Archiving a member will save all of their data. If you delete a member, all their data will be deleted. *Once you archive a member, they will no longer be able to access their portal.*

You can also view and edit specific members profiles by simply clicking on their name.

The **Cohorts & Tags** tab is where you are able to build custom grouping for your members. You can pre-create groups, otherwise wait until after Members have signed up (more information in [this article](/en/help/program-manager-guides/inviting-members-to-your-program)).

⭐ For more information on how to upload or invite members to your program, check out [this article](/en/help/program-manager-guides/inviting-members-to-your-program).

* * *

# **Matching tab:**

The Matching tab allows you to create, modify or delete matches for members in your program.

![](/images/help/articles/get-to-know-the-platform-6.png)

⭐ For more information on how to use **Matching**, please read [this article.](/en/help/program-manager-guides/smart-matching)

* * *

# **Sessions tab:**

The **Sessions** tab will give you a monthly, weekly or daily overview of sessions being held within the program.

![](/images/help/articles/get-to-know-the-platform-7.png)

The types of sessions are colour-coded:

- Yellow: 1:1 sessions between a mentee and mentor
- Green: Masterclasses hosted by a mentor
- Blue: Private group sessions
    

As a program manager, you have the ability to create private group sessions or public masterclasses between members in the program, by clicking the **Create a group session** button. More information can be found in this article about [Managing your program](/en/help/program-manager-guides/managing-your-program).

* * *

# **Messaging tab:**

The **Messaging** tab allows you to communicate with individual members or groups of members within your program.  
  
Mentorly Messaging is a helpful tool discuss your sessions or even share news and files - it keeps all the communication in one place on the platform! As a Program Manager, you also have the option to send read-only [Announcements](/en/help/program-manager-guides/announcements).  
  
To get started, click on the pencil next to the search bar (see image below)select your recipient(s), and compose your message.  
  
Participants will receive an email notification for every message sent in Mentorly to ensure they don't miss out on anything.  


![](/images/help/articles/get-to-know-the-platform-8.png)

* * *

# **Intelligence** **tab:**

[Mentorly Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) is an AI-powered reporting feature that gives you a clear picture of how your mentorship program is performing. With insights across engagement, participant sentiment, mentee goals, conversation themes, skill gaps, and growth opportunities, you can make data-informed decisions to strengthen your program and support every participant’s journey.  


![](/images/help/articles/get-to-know-the-platform-9.png)

* * *

# Monetization tab:

Monetization lets you turn your mentorship program into a revenue stream—seamlessly. With built-in Stripe integration, you can charge mentees through one-time fees or subscriptions, track payments with ease, and manage everything right from your Mentorly dashboard. Say hello to effortless billing and financial sustainability. [Get into the details!](/en/help/program-manager-guides/monetization-beta)  


![](/images/help/articles/get-to-know-the-platform-10.png)

* * *

# **Help** **tab:**

The **Help** tab will bring you to our collection of Help Center articles designed for our Program Managers. There are articles that detail the entire Program experience, from A to Z for your reference.

The **Help** tab also provides access to live chats with our Support team, for any questions you may have.

![](/images/help/articles/get-to-know-the-platform-11.png)

**Good to know:** [Mentorly's Help Center](https://intercom.help/mentorly/en/) is also where you can find articles that chronicle the mentor or mentee's journey during a program as well. If you're curious, check it out!

* * *

# **What's next?**

## Projected timeline:

When getting ready to start your program, reach out to your MSA or Mentorly's support team to discuss a projected timeline for your program. The timeline should include completing your program set up, onboarding your members, matching (if necessary) and start date of sessions. This timeline helps us be there for you when you need it!

## Mentor/Mentee experience:

Now that you're familiar with the Program Dashboard as a Program Manager, it might be helpful to understand the Personal Dashboard from a mentor or mentee point of view.

We recommend adding yourself to the program (from the Members tab) as either a mentor and mentee to explore what Mentorly has to offer members of your program.

⭐ For **Pro** and **Enterprise** plans with an MSA, we offer a one-hour live demo that helps introduce the platform to your members. Alternatively, we can provide a demo recording instead. Speak with your MSA to find what works best for you.

* * *

# **Ready to start setting up your program?**

Check out [this article that outlines the key pre-program steps to kicking off your mentorship program](/en/help/program-manager-guides/setting-up-your-program)

**If you have a dedicated MSA,** please reach out to them for assistance or any questions you may have.  
  
**If you don't have an MSA**, no worries! Simply reach out to our dedicated Support Team via Live Chat or emailing [support@mentorly.co](mailto:support@mentorly.co).

![](/images/help/articles/get-to-know-the-platform-12.png)


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