Matter

Matter posts birthday and work anniversary celebrations in Slack or Microsoft Teams at 9 am, with optional coins that scale with years of service.

Celebrations Guide

Choose the Matter template, an upload, or up to 10 image URLs (GIFs work, under 2MB) for birthday and work anniversary posts in Settings, Celebrations.

Customizing the celebration image

Edit birthday and work anniversary messages in the web app under Settings, Celebrations, with emojis and tags like {user} and {date}, up to 400 characters.

Customizing the celebration text message

Turn birthday and work anniversary celebrations on or off in the web app under Settings, Celebrations, with the Disable or Enable button. Basic and above.

Disabling and enabling celebrations

Bulk add birthdays and work anniversaries: in Settings, open Birthdays or Work Anniversaries, Download Template, add dates, then Upload Completed Template.

Uploading celebration dates via Excel template

Admins remove a birthday or work anniversary in Settings, Members (Edit, then the red X). Members remove their own in Account Settings, Celebrations.

Removing a birthday or work anniversary date

In Settings, Celebrations, click Download Template under Birthday or Work Anniversary to see who has a date and who is missing one, then re-upload it.

Seeing who is missing a birthday or work anniversary

Set custom coin amounts for milestone work anniversaries in Settings, Celebrations, such as 500 coins at year 5. Every other year gets the default amount.

Customizing the coin amount per work anniversary year

Add birthdays and work anniversaries in Matter: members add their own in Account Settings, and admins upload a spreadsheet, ask members, or edit a member.

Adding in birthdays or work anniversary dates

Remind admins and managers up to 1 month before birthdays and work anniversaries, at 9:00 am workspace time, even when celebrations are private.

Celebrations reminder notifications

Celebrate each birthday and work anniversary publicly, privately, or not at all. Members choose in Account Settings; admins set defaults and bulk settings.

Adjusting celebration visibility

Missed a celebration date? In the web app go to Settings, Members, click Edit on the person, then Send Manually next to the birthday or work anniversary.

Manually send a birthday or work anniversary

Birthday and work anniversary messages post at 9:00 am workspace time. Choose weekend dates on the day or the Friday before in Settings, Celebrations.

Adjusting the delivery time for celebrations

Workspace Owners and Admins can stop members from changing their own birthday and work anniversary dates under Settings, Celebrations, Advanced Settings.

Restrict members from changing their celebration dates

Brett Hellman

Sam Lepak

Automatic birthday and work anniversary posts, and how members and admins manage their dates.

Celebrations

Create a custom design with text, images, and links

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