This feature allows you to create meetings from scratch - without any need for pre-existing requests, or indeed any participation from the meeting participants at all.
An example of when to use this feature would be a round robin event - where you have 2 types of participants and everyone from type A is going to meet everyone from Type B.
The feature creates pairings of Attendees, based on the criteria you choose (or the pairings you import). Then when you start the Run - it will create meetings for those pairings -finding times when both sides are available - and it can even put those meetings in locations.
Here is how it works in concept:
1. You decide what filter determines "Side A". It could be a role, like Company or Buyer. It could be a role and a custom field - e.g Buyer in the Tech sector.
2. Pick a filter for Side B. E.g role= Company or Seller. Or Seller role, and Tech sector. Or you can try and match on them sharing some key field. So you could define Side B as role=Seller, and Sector for Side B = Sector for Side A. This will also respect multi-select fields.
3. Once you have defined Side A and side B - click search and you will see the results of those pairings. This list of pairs comes from everyone in Side A being paired with everyone in Side B. Note - this pairing list is NOT a set of meetings at this point - its just an indication of what it will do, when you click Run.
If you like the results, select a Max. Num Meetings (from 1 thru All) and click Run.
Note - this value only impacts the results of this run. You can schedule everything by repeatedly running a Max of 1 till everything is scheduled.
4. If you want permanent limits on meetings - then use the Limits sub tab. OR you can use the Meetings Max field in the Attendee form - and set a maximum for each individual attendee. If you set maximum numbers under Limits - click Save, and then go back to the Run tab.
5. If you do NOT like the results - you have 2 choices.
Reset the filters: click the "Change Results" button and refine the filters to get closer to what you want.
Use a manual process: this involves downloading the pairs you have created using the excel icon. Then editing this spreadsheet offline to delete rows you don't want, and re-saving it as a csv file.
Then you need to re-import the csv - using the "import" link you can see in the first screen shot above.
You will be invited to choose the csv file you just created.
Then you need to map the Side A Attendee ID and the Side B Attendee ID. So you want to set it up like the screen shot below -
Map side A id to Side A - Attendee ID. Same for B. Do not map any other fields. Click Import Now
7. You will then be back at step 3 of this Help item. Click Run to schedule the meetings between the pairs you imported.
