Before getting started, be aware of the following requirements:
- Only an Admin or the Account Owner within your Contentsquare Organization can enable the Slack integration in Contentsquare. In Slack, only your Slack admins can enable it.
- The Contentsquare Tag needs to be installed on your site before Contentsquare can collect any data.
- You'll need to have Surveys actively targeting users on your website in order to collect the data that can be pushed to Slack.
- When logging in to Slack to enable the integration, pop-ups need to be enabled because a login window for Slack will pop up.
- The Slack integration can be enabled in your Contentsquare site settings or by enabling it through a new or existing Survey. We'll go through each method below.
Enable the Slack integration
Enabling the Slack integration in Site settings will allow all your Contentsquare admins to enable the Slack integration inside Contentsquare at any time, without a Slack admin needing to authorize it in the future.
1. Go to the Contentsquare integrations page.
2. Select the site where you want to activate the integration in the drop-down menu.
3. Click the ‘Connect With Slack’ button.
This will prompt Contentsquare to request permission to post events to Slack as they occur. After granting Contentsquare permission to integrate with your Slack workspace, you'll be returned to the Contentsquare interface. At this point, your Slack integration will show as active.
Enable the Slack integration on a survey
1. Go to the ‘Surveys’ page.
2. Click on the desired Survey.
3. Click on the Forward icon.
Note: If you don't have any responses associated with your Survey, then you won't see this icon. Instead, you can edit your widget and open the Forward Feedback section of the settings directly, and toggle the Slack integration ON there.
4. Choose the Slack option to visit the Forward Feedback section of the settings page.
If you are not one of your company's Slack admins, you will be prompted to send a request to your Slack admin. Once they've granted this request, you can enable the integration for your Survey.
Enable the slack integration on a new survey
1. Create a new Survey.
2. Select the Forward Feedback section.
3. Click the ‘Receive feedback responses via Slack’ toggle.
4. Click the 'Enable Slack Integration' button.
This will prompt you to allow Contentsquare to send data to your Slack Workspace. To allow, click ‘Authorize’ on the Slack prompt.
If you are not one of your company's Slack admins, you will be prompted to send a request to your Slack admin. Once they've granted this request, you can enable the integration for your Survey.
5. Select which public Slack channel(s) you would like to send your responses to, then click Done.
FAQs
How to verify the Slack integration successfully enabled?
1. Create a survey.
2. On the Forward Feedback Step, toggle the switch to receive responses via Slack.
3. Select which Slack channel(s) you would like to send your responses to, then click Next.
4. Set your survey as Active and click 'Save'.
5. Go to your website and submit a response through the survey you've created.
The response will appear in the corresponding Slack channel(s).
How to view survey responses in SlacK?
Once the integration is complete, you’ll see the following data appear in Slack for survey responses:
- Respondent's Contentsquare User ID
- The country the session is indicated to originate from
- Survey questions that the respondent answered
- Full response message text
- Response rating if a scale was used