Program Management
19 articles
Advanced Matching Program - Getting started
CoffeePals' Advanced Matching program gives you precise control over who gets paired with whom. Combine audiences, layer rules based on user attributes, and shape every match cycle around how your team is actually structured — whether
Coffee Lottery: Get Started
Lottery Matching allows you to run a draw for participants to win a chance to a special prize. Whether it’s connecting your CEO or executives with people on the front lines to get a unique perspective on the organization, or offering a
CoffeeMaker: Get Started
How to get started with CoffeeMaker. Get conversations started in your Teams channels.
CoffeePals for Mentorship
Learn how you can use CoffeePals to create a mentorship program in your organization.
CoffeePals for Onboarding
Leverage CoffeePals to introduce new hires to other employees.
How To: Match users Across Different Groups
Learn how to configure CoffeePals to introduce people across teams, departments, time zones and more!
How can I change the program owner?
Sometimes, you want to change the program owner because they either no longer want to manage CoffeePals or are leaving the organization. Here's how to change the program owner. Get Started Go to the dashboard. Send the command "Dashboard"
How can I manage my program configuration?
Here's how you can configure your match settings for CoffeePals in Microsoft Teams.
How can I stop or pause a Program?
Here's how to stop matching for your CoffeePals team.
How do I create CoffeeMaker questions?
Add your own Coffee Maker questions for your team to answer. Get creative and come up with thought provoking questions for your team!
How do I make someone a Program Admin?
Learn how to assign an admin role to your CoffeePals Team.
How do I use Program Templates?
What are templates? Templates are preconfigured programs making it easier for you to find new ways to use CoffeePals! All templates are based on one of our 4 core program types and are completely configurable so that you can further
How the “Did you meet?” survey schedule works
See when CoffeePals checks in to ask if participants met, why those check-ins pause once a meeting is on the calendar, and how the schedule differs by meeting scheduling type.
How to Configure Meeting and Program Surveys
How to Configure Meeting and Program Surveys Surveys are a powerful way to gather feedback and insights about your CoffeePals program. This guide will walk you through configuring Program Surveys and Meeting Surveys to collect valuable
How to Setup a Selfie Contest for Your Program
Learn how to set up and run CoffeePals Selfie Contests to boost team engagement. Discover how participants submit selfies after coffee chats, how emoji reaction voting works, and how winners are automatically announced — on both Slack and Microsoft Teams.
How to set up Automated Match Scheduling
Discover how automated scheduling simplifies the process of finding a meeting time with your match on CoffeePals. Learn how to enable automated scheduling, grant calendar access, and set individual preferred scheduling times. Effortlessly schedule coffee chats with the convenience of CoffeePals' automated scheduling feature.
How to: Match users within the same groups
How to Set Up Within-Group Matching in CoffeePals CoffeePals gives you the flexibility to create unique connection experiences within your organization. With the Within-Group Matching feature, you can create different groups, and we will
Scheduling with Google Calendar (Slack)
Learn how to enable Google Calendar in your CoffeePals program to make scheduling coffee chats effortless. One-click meeting times based on real availability.
What are the different program types?
CoffeePals Program Types CoffeePals offers a variety of program types to help your team connect in meaningful ways. Below is a breakdown of each program type and how it can be used to foster engagement and community within your