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Eventdex

Attendee Matchmaking

What is attendee matchmaking and how do you set it up?

Attendee matchmaking is the use of event software to suggest which attendees should meet, based on the profiles, interests and goals they gave, and to help them book those meetings. It replaces chance encounters with a short list of relevant people.

This guide explains how it works, how to set it up in seven steps and how to judge the result. For a wider definition, see what is event matchmaking.

Updated by the Eventdex team

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The Eventdex event app on three phones: the event list, sign-in and the event menu

How attendee matchmaking works

The process has four parts. Each depends on the one before it, so weak profiles lead to weak matches.

  1. Profiles

    Each attendee gives details the system can compare: role, organization, interests and what they want from the event.

  2. Matching

    The software compares profiles against each other and ranks suggestions. Eventdex's matchmaking page describes matching on preferences, with scoring and AI-based matching that shows the top matches for each attendee in a dashboard.

  3. Meeting requests

    Attendees pick from suggestions and request or accept meetings. They can also message people and like profiles.

  4. Scheduling

    Accepted meetings go into each person's agenda at a time and place both can make. Eventdex's page says attendees can reschedule or cancel 1-on-1 appointments.

    Eventdex business matchmaking

How to set up attendee matchmaking

Start this at least a few weeks before the event, so attendees have time to fill in profiles and book meetings before they travel.

Attendee matchmaking setup, step by step
StepWhat to doWhy it matters
1Set the goal: which meetings should happen, and between whomDefines the match rules
2Choose the profile fields people will fill inMatches can only use what is collected
3Add matching rules, such as shared interests or buyer and seller rolesShapes the suggestions
4Open meeting slots in the agenda and set meeting lengthGives people time to meet
5Ask attendees to complete profiles, with remindersProfile quality drives match quality
6Open booking and send a list of suggested peopleStarts the meetings early
7Review no-shows and unbooked attendees before the eventLets you step in to help

What to ask in a matchmaking profile

Keep it short, and prefer choices over free text, since choices are easier to compare. Good fields tell the system what a person offers and what they want.

  • What I do

    Role, organization and area of work, picked from a list.

  • What I want to find

    The kind of person, supplier or customer the attendee wants to meet.

  • Topics I care about

    A few interest tags from your event's themes.

  • When I am free

    Availability, so the system does not propose times that cannot work.

How to measure matchmaking

Measure the funnel from profile to meeting to follow-up. Compare these numbers across events using your own data. Eventdex's pages describe dashboards, analytics and reports for matchmaking but publish no benchmark figures, so do not borrow a target from elsewhere.

Matchmaking measures and what they tell you
MeasureHow to read itIf it is low
Profiles completedShare of attendees with a full profileSend reminders; shorten the form
Meetings requestedShare of attendees who asked for a meetingImprove suggestions; prompt attendees
Meetings acceptedShare of requests that were acceptedCheck the match rules and time slots
Meetings heldMeetings that took place versus those bookedCheck no-shows, reminders and room signage
Ratings or feedbackAttendee view of meeting qualityReview whom you matched and why
Follow-upsContacts exported or messaged after the eventSend a follow-up prompt

What Eventdex's pages say

Eventdex's matchmaking page describes preference-based matching with scoring, attendee to attendee matching, 1-on-1 scheduling, bulk schedule changes, meeting ratings and reporting. It does not publish match-quality figures. Eventdex's pages do not describe how matches are explained to attendees, so ask in a demo.

4.7/ 5From 39 reviews on Software Advice, Capterra and GetAppCustomer Support 4.8Value for Money 4.8Features 4.7Ease of Use 4.6
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“Eventdex helped me run a smooth registration process during my event and helped me deliver an excellent mobile application to my event's attendees. Their support team was brilliant and I really enjoyed incorporating the Eventdex solutions into my events.”
Influence Communications - Omar Y. Account Executive
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FAQ

Attendee Matchmaking: common questions

What is attendee matchmaking?

It is software that suggests which attendees should meet, based on profiles, interests and goals, and helps them book the meetings. Attendees get a short list of relevant people instead of relying on chance.

How does matchmaking decide who to match?

It compares profile fields, such as roles, interests and what each person wants to find, and ranks the results. Eventdex's matchmaking page describes preference-based scoring and AI-based matching.

When should matchmaking open?

Open profiles several weeks before the event and booking at least a couple of weeks ahead, so people can plan travel and agendas around meetings.

Is matchmaking worth it for a small event?

It helps most when attendees do not know each other and want specific contacts. At a small event where people already know each other, a simple attendee list and some hosted introductions may be enough.

Does Eventdex offer attendee matchmaking?

Yes, Eventdex's business matchmaking page describes AI matching from preferences, attendee to attendee matching and scheduling of 1-on-1 and group meetings. Eventdex's pages do not publish match-quality figures.

See Eventdex matchmaking in a demo

Start with a free interactive floor plan, or talk to an event specialist on +1 (866) 434-5088.