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 match users within the same group. This ensures that users connect with colleagues who share common interests, departments, or other group identifiers.

Within-Group Matching is available on our Pro and Enterprise plans!

Get Started With Within-Group Matching

To get started, make sure you've created an audience..

Log into the Dashboard.
Click the Programs page in the dashboard.
Click the "Create a new program" button.
Using the "Type Filter," choose Within-Group Matching.
Select "Intra-Group Coffees! 🙌" for the generic template or one of our themed templates.
Go through the program setup process.



During setup, you can create the groups that CoffeePals will match within. Some examples include departments, project teams, or interest groups. Get creative and design an experience tailored to your team's needs!



Once you initiate the program, CoffeePals will send a message to each user asking which group they belong to. Alternatively, you can assign groups manually as outlined below.

If a user doesn't select a group, they will not be considered for matching.

Frequently Asked Questions

Can I change the group size with within-group matching?

Yes, you can! You can match up to 8 people within a group. Note that all participants in a match will be from the same group.

Can I assign members to groups?

Yes! You can manually assign members to groups by following these steps:

Go to the Programs page.
Click on the program whose user list you want to manage.
Go to the Users tab.
Click on the three dots (...) next to the name of the user whose group you want to change.
Choose the group from the dropdown menu.



Even if groups are assigned by admins, participants can change their group by clicking the group button in the private bot message sent to them or through their personal program settings page.

Can I reset all the group names and have users choose their groups?

Yes! After making changes to group names, click Save to resend a message to all members of the team, prompting them to select their group.

What happens if someone doesn't select a group?

If a user doesn’t select a group, they won’t be included in the matching process.

Can members be part of multiple groups?

Yes. Be sure to select the multiple groups option in the program configuration.


Need more help?

If you have any questions we didn’t cover or feedback to share, click the purple chat button at the bottom right of the screen! You can also contact us at support@coffeepals.com.


Happy matching! ☕️

Updated on: 11/02/2025