How To: Match users Across Different Groups
CoffeePals allows you to get creative with how you match users within your organization. With the cross-group matching feature, you can create different groups, and we will match them together. This ensures that users get to meet up with users who aren't in the same group as them.
Cross group matching is available on all of our pro plans.
To get started, make you've added CoffeePals to a Team.
Log into the Dashboard.
Click the Team Settings Page in the dashboard.
Click "Manage Team" Button on the team you want to set up cross-group matching on.
Click the "Match Settings" tab.
Scroll down to the "Match Type" and select Cross-group matching.
Here, you can create the groups that CoffeePals will match across. Some examples that other teams are using are: mentor meet mentee, departments and office locations. Don't be afraid to get creative and make up your own experience!
Once you click save, CoffeePals will send a message to each user asking which group they belong to. Alternatively, you can select the user's group in the "Users" tab in the team settings.
If a user doesn't select a group in Microsoft Teams, they will not be considered for matching.
Yes, you can! Match up to groups of 5 with cross-group matching. Note that we can only guarantee 2 people in a group will be in different groups. For example: if there is a group of three, there may be 1 person from the sales team and two people from the finance team.
Theoretically yes, though we still send each member of the team a message asking them which group they are in. If you want to assign members to groups, you can do that in the "Users" tab of the team settings.
Even if groups are assigned by the admins, participants can change their match group by clicking the group button in the private MS Teams message that is sent to them.
Yes! Make changes to your group names and click Save to resend a message to all members of the team.
If someone doesn't answer the question sent to them in teams, they won't be considered for matching.
No, at this time, users can only belong to a single group. We do plan on adding this functionality in the future.
Cross group matching is available on all of our pro plans.
Get Started With Cross Group Matching
To get started, make you've added CoffeePals to a Team.
Log into the Dashboard.
Click the Team Settings Page in the dashboard.
Click "Manage Team" Button on the team you want to set up cross-group matching on.
Click the "Match Settings" tab.
Scroll down to the "Match Type" and select Cross-group matching.
Here, you can create the groups that CoffeePals will match across. Some examples that other teams are using are: mentor meet mentee, departments and office locations. Don't be afraid to get creative and make up your own experience!
Once you click save, CoffeePals will send a message to each user asking which group they belong to. Alternatively, you can select the user's group in the "Users" tab in the team settings.
If a user doesn't select a group in Microsoft Teams, they will not be considered for matching.
Frequently Asked Questions
Can I change the group size with cross-group matching?
Yes, you can! Match up to groups of 5 with cross-group matching. Note that we can only guarantee 2 people in a group will be in different groups. For example: if there is a group of three, there may be 1 person from the sales team and two people from the finance team.
Can I assign members to groups?
Theoretically yes, though we still send each member of the team a message asking them which group they are in. If you want to assign members to groups, you can do that in the "Users" tab of the team settings.
Even if groups are assigned by the admins, participants can change their match group by clicking the group button in the private MS Teams message that is sent to them.
Can I reset all the group names and have users choose their groups?
Yes! Make changes to your group names and click Save to resend a message to all members of the team.
What happens if someone doesn't select a group?
If someone doesn't answer the question sent to them in teams, they won't be considered for matching.
Can members be a part of multiple groups?
No, at this time, users can only belong to a single group. We do plan on adding this functionality in the future.
Updated on: 25/08/2022
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