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Customizing match request questions
Customizing match request questions

Create custom questions for employers who submit match requests to an experience

Updated over a week ago

Educators are able to set custom screening questions on an experience that will be asked to employers who submit match requests to the experience. These questions and requirements help educators and employers agree on details about the project, such as, mandatory meetings, NDA requirements, resources the employer needs to provide to learners, or any other criteria the educator is looking for.

Creating custom questions

To create custom questions:

  1. Navigate to the experience

  2. Click the "Settings" tab

  3. Click the "Match requests" tab in the "Matchmaking" group

  4. Scroll down to the "Match request questions" section. Add any number of questions by selecting the question type (question types include: checkbox, document, short text, long text, number, multiple choice, linear scale, and date) and filling in the details.

    Note: you will also see the option to add custom match request questions when creating an experience in step 5 of the experience wizard, under the "Optional details" section.

  5. Ensure that the "Enable match requests question set" checkbox is checked.

  6. Click "Submit" to save your changes.

When an employer submits a match request to your experience, they will be prompted to answer the questions you have now set.

Disabling custom questions

If you would like to keep your questions saved but no longer require employers to answer them as part of the match request process, you can disable them by following these steps:

  1. Navigate to the experience

  2. Click the "Settings" tab

  3. Click the "Match requests" tab in the "Matchmaking" group

  4. Uncheck "Enable match requests question set"

  5. Click "Submit" to save your changes.

Editing and deleting custom questions

You can edit existing questions, add new ones, or delete existing ones at any time by following these steps:

  1. Navigate to the experience

  2. Click the "Settings" tab

  3. Click the "Match requests" tab in the "Matchmaking" group

  4. Make any changes you wish to the questions

  5. Click "Submit" to save your changes

If you delete a question, any existing match requests which had previously answered it will still have their answers retained and viewable on the match request.

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