Matter

Learn about the different celebration banner options - Matter default, custom image upload, or image URL library.

Customizing the celebration image

Learn how to add birthdays or work anniversary dates for your team members in Matter.

Adding in birthdays or work anniversary dates

Discover how to remove a birthday or work anniversary date from a team member’s profile.

Removing a birthday or work anniversary date

Learn how to upload celebration dates for multiple team members using an Excel template.

Uploading celebration dates via Excel template

Learn how to send advance reminders so admins and managers never miss a birthday or work anniversary.

Celebrations reminder notifications

Find out how to view missing birthday or work anniversary information.

How to see who has / is missing a birthday or work anniversary

Learn how to customize the celebration text message to match your company's style and preferences.

Customizing the celebration text message

Adjust the coin amount awarded for each work anniversary year in Matter.

Customizing the coin amount per work anniversary year

Learn how to disable or enable celebrations for your company.

Disabling and enabling celebrations

Choose to celebrate your birthday and/or work anniversary publicly, privately, or not at all.

Adjusting celebration visibility

Learn how to control who can change their celebration dates.

Restrict members from changing their celebration dates

Discover how to change the delivery time and day for birthday and work anniversaries.

Adjusting the delivery time for celebrations

Learn how to manually acknowledge someone’s birthday or work anniversary by having Matter send the celebration instantly.

Manually send a birthday or work anniversary

Sam Lepak

Brett Hellman

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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