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Articles on:Program Management
Learn how to manage your programs to tailor your CoffeePals experience.

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  • Get Started
  • Program Management
  • User Management
  • Admins FAQs
  • Participants FAQ
  • Organization settings and Billing
Program Setup
  • 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 complimentary massage or company merch to increase morale and wellbeing; Lottery Matching can be customized to fit whatever prize based program you want to run! Example: Weekly draw for 5 people to get invited to a free lunch!Some readers
  • CoffeeMaker: Get Started
    How to get started with CoffeeMaker. Get conversations started in your Teams channels.Some readers
  • CoffeePals for Onboarding
    Leverage CoffeePals to introduce new hires to other employees. Some readers
  • CoffeePals for Mentorship
    Learn how you can use CoffeePals to create a mentorship program in your organization.Few readers
  • 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 customize the program to fit your vision. How can I use templates? Whether you have a specific use case in mind or if you are looking for inspiration, you can use the template page to find your new program: 1 - Search bar and filtering options - You caFew readers
Matching Algorithms
  • How To: Match users Across Different Groups
    Learn how to configure CoffeePals to introduce people across teams, departments, time zones and more!Some readers
  • 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 match users within the same group. This ensures that users connect with colleagues who share common interests, departments, or other group identifiers. Get StarteFew readers
  • 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 organization. ☕ Random Matching What it is: Participants are randomly matched with each other every cycle. Best for: Creating spontaneous connections across your entire team or organization without predefined structure. 🔄 Cross-Group MatcFew readers
Program Configuration
  • 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.Featured
  • How can I manage my program configuration?
    Here's how you can configure your match settings for CoffeePals in Microsoft Teams.Some readers
  • How can I stop or pause a Program?
    Here's how to stop matching for your CoffeePals team.Some readers
  • 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!Few readers
Analytics
  • 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 data from your participants. Program SurFew readers
Permissions
  • How do I make someone a Program Admin?
    Learn how to assign an admin role to your CoffeePals Team.Few readers
  • 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" to the app in a personal message. This will send you a login link to access the dashboard. Once you are in the dashboard, click the Programs button in the left menu to show the list of programs. Find and click the program you wish to confFew readers

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