1: Learn How Matter Works 📚
The best way to get started is to watch the Video Guides available on the Matter website. Start by watching the “Overview Video,” and then, for every Matter feature you plan on utilizing, we recommend watching the corresponding video. Video guides include details of the latest feature customizations and settings.
2: Install and Configure Account ⚙️
After successfully installing Matter for Slack and adding Matter to a Slack channel, you may want to take advantage of the ability to configure your Matter experience based on the Matter features you plan on utilizing. If you'd like to connect Matter to more than one channel, check out our Enterprise Grid.
2.1: Add Company Values 🎨
Put your company values front and center with custom kudos! After watching the Kudos Video Guide, we recommend adding your company values as custom kudos. This will help mission-driven companies socialize and reinforce the behaviors that matter to your company. Other fun options include company humor and lingo/phrases.
➡️ Learn More: Kudos Guide
2.2: Rewards 💜
Since our most successful teams on Matter use Rewards, Rewards is enabled by default. After watching the Rewards Video Guide, we hope you’ll choose not to disable rewards, as those who use Rewards see record-level participation and employee satisfaction scores.
➡️ Learn More: Rewards Guide
2.3: Celebrations 🥳
Automatically send birthday or work anniversary messages for everyone to see and celebrate! After watching the Celebrations Video Guide, we recommend adding birthdays and/or work anniversaries to celebrate everyone's special day.
➡️ Learn More: Celebrations Guide
Note: You can launch and configure Celebrations anytime; it does not need to be during your initial Matter launch.
Celebrations Prerequisite
If you installed Matter in a channel where your members are already channel members, you are ready to configure Celebrations. If you installed Matter in a new channel and members have not yet been invited (see Step 4 below), you’ll want to come back to this step after you have invited your members.
2.4: Pulse Surveys 📊
Use science-driven Pulse Surveys to gather continuous, real-time feedback on employee sentiment and engagement. After watching the Pulse Surveys Video Guide, we recommend launching your pulse surveys to receive invaluable insights into the overall health of your organization's culture.
➡️ Learn More: Pulse Surveys Guide
2.5: Employee Surveys 📋
10x your response rate instantly with Employee Surveys. Automate and send customized surveys in Slack, get real-time feedback, view powerful analytics, and offer rewards. After watching the Employee Surveys Video Guide, we recommend sending a survey to collect valuable feedback from your organization.
➡️ Learn More: Employee Surveys Guide
3. Announce Matter to your Company 📣
Once you have familiarized yourself with Matter and configured your account, you’ll want to send a message to introduce and launch Matter. We'd recommend overcommunicating when announcing Matter. Effective options are at a company-wide meeting, an @here post in Slack, and via email.
Important Note: We recommend rolling out / announcing Matter on a Wednesday or Thursday. The closer to Feedback Friday, the more fresh it will be for everyone to participate and engage.
Announcement Message Templates
4. Invite People to Matter 🙌
By now, you have familiarized yourself with Matter, made your initial configurations, and communicated the arrival of Matter. You are now ready to invite all members to your Matter channel if they aren’t already there.
To add members to Matter, simply add people to your Slack channel. Matter’s member list automatically syncs with Slack when channel members are added or removed. You’ll never need to manage adding or removing members from Matter itself since we sync with the members in your Matter channel in Slack.
💡 If you invited members, you may want to go back to step 2.3 to configure Celebrations.
5. Launch: Send Kudos to Kick Things Off 🎉
Congratulations! You are ready to send a kudos to kick things off! We recommend sending kudos to as many people as possible, either one to the entire company or multiple kudos. This will help everyone understand how Matter works by seeing Matter in action.
Consider thanking people for joining the Matter channel, and helping build an amazing, world-class company culture.
Well done! Matter is now on auto-pilot! 👏
Looking for even more advanced customization options? Here’s a list of resources: