Allowing your participants to make MustMeet preferences on companies is a time-saving and intuitive option
Often, participants don't know the individual representatives who are attending an event on behalf of companies. Instead, they only know that the might want to have a meeting with the company. Most MustMeet events are set up to allow participants to show interest in other participants directly, which can result in the best meetings because they can be specific about the role of the person they want to meet. However, Grip also allows participants to show interest in companies, which can simplify the preferences phase.
It works in the following way:
- ‘Meet’, ‘Must meet’ and ‘No thanks’ action buttons are displayed on company profiles, which attendees can use to make their preferences
- The company’s representatives can make their preferences on attendees
- Meeting scores are based on all of the preferences made - which could be participant > company and participant <> participant.
- Participants that are related to a company that received preferences will all share those preferences equally.
- Should there be a high enough score generated to warrant a meeting, a meeting is scheduled between one of the related company representatives and the person that made preferences.
In order to set up this feature, you'll need to be somewhat comfortable with MustMeet event setup.
If you're not quite yet, we recommend viewing our articles on How to configure MustMeet, how to set up Custom Groups and MustMeet - Generating and using Meeting Scores.
How to configure preferences on company profiles
- Create and your buyer/ supplier groups as normal.
- Add the relevant participant profiles to the buyer/supplier groups.
- Create an additional group for all companies. Importantly, keep the metadata field for the company group totally empty.
- Update your Group permissions to allow the people making preferences against companies to be 'recommended' that group. Here's an example using the most common scenario, where Buyers can make preferences on Supplier companies. In this example, Buyers will only be able to make preferences on Companies, although they are able to see all profiles.
- Set up your preferences limits - see here for help.
You’ll then need to make sure that the group containing people that need to make preferences against companies are permitted to do so.
Again, here's an example using where Buyers can only make preferences on Supplier companies:
For the Supplier Companies group, leave their preference settings as per the default. You do not need to set or modify any limits as Companies do not log into the platform - but you should leave all of the 'Actions' toggles enabled. - When in the live phase, company profiles will appear with MustMeet action buttons, which attendees should use as normal.
- Once the preferences phase is over, you can generate the meeting scores in the same way you would normally. Our article here walks you through this.
Note that you do not need to include the ‘Companies’ custom group when generating the scores. If companies are included exist in your event, and they are added to your dedicated Companies Group, they will be automatically added to the scoring matrix.
FAQ
Can I set up company preferences on both sides of a Buyer <> Supplier event?
Yes! There's no difference to the setup for this configuration, you just need to create two company groups and ensure that all participants are related correctly to their company profile. Note that you can still only have Sharers on one side, either Buyers or Suppliers. You can still use Exclusivity to ensure that multiple people from the same company don't meet each other though.
Can I have participants make preferences on other participants as well as company profiles?
Yes! Grip will copy company preferences down to their related participants, but any preferences made directly on participant profiles will also be taken into account. We follow the usual process of taking the 'stronger' preference where multiple have been received - so if a company has received a Meet preference, but one of their representatives has received a 'MustMeet' or 'No thanks' preference, we will use the stronger preference ( 'MustMeet' or 'No thanks') for that individual. See the article regarding scoring for more details.