Slack is a channel-based messaging platform that organizes communication and collaboration for teams. It allows users to create dedicated channels for projects, teams, or topics, making conversations transparent and searchable. By integrating with a wide range of other tools and services, Slack centralizes information, reduces email clutter, and provides a faster, more efficient way for teams to work together and share information.
Before you begin
Contentsquare’s integration with Slack enables you to automatically alert and rally your team in real-time when key digital experience metrics deviate from normal so that you can drive timely action.
Use the Slack integration to:
- Quickly align your team around changes in user behaviors and experiences that might have an impact on customer journeys and revenue
- Be more agile and speed up time to action with intelligent alerts that can be prioritized by business impact
- Easily navigate to the Contentsquare platform from your Slack notifications to understand the root cause of anomalies, whether these are due to changes in customer behavior, UX struggles, errors, or performance issues.
- Quantify the impact of alerts to assess how conversion and revenue goals are affected to prioritize resolution.
- Forward feedback answers to Slack channels.
Read Contentsquare's Privacy Policy to learn more about the different processing activities Contentsquare performs.
Implementation
Note
If your Slack workspace has the App approval option enabled, you will need the Slack Admin for that workspace to approve the Contentsquare App. If the app is "pre-approved", you will be able to connect your workspace in Contentsquare. If not, you will have the option to request the app approval to a Slack admin directly from the user interface, unless the Contentsquare app has been listed as "Restricted Apps" by the admins.
- Click on the puzzle icon to go to the integrations catalog.
- Search for 'Slack' and read through the integration details, then click on 'Install integration'.
- You will receive a prompt in Slack to approve the integration. To continue, click 'Allow'.
- Verify that you have selected the right Slack workspace and click 'Save'. You'll receive a confirmation notification and will be able to see the integration within your catalog.
- You'll receive a confirmation notification and see the integration within your catalog.
Set up Contentsquare notifications on Slack
When you create or edit an alert, you can toggle to enable Slack notifications:
How to create or edit an alert in Contentsquare
- Click on 'Alerts' on the main menu.
- Click on '+ Set up a new alert', and follow the on-screen steps.
- After creating your alert, toggle to enable notifications through various channels.
Read this article for more details on how to create custom alerts or edit an existing alert in Contentsquare.
Modify workspaces
Remember, any workspace modification (i.e. workspace replacement) will auto-delete messages from the previous workspace.
- To modify a workspace after having installed the integration, go back to the integrations catalog and click on the three-dot (•••) menu and click 'Edit'.
- Click on 'Modify workspace'.
- A warning message pop-up will appear; click 'Continue'. Then, accept the request for permission for the integration to access your Slack workspace.
Set up Contentsquare notifications on Slack
Enable the Slack integration on a Survey
- Go to the Surveys page.
- Click on the desired Survey and click on the 'Forward' icon.
- Choose the Slack option to visit the Forward Feedback section of the settings page. If you're not one of your company's Slack admins, you will be prompted to send a request to our Slack admin. Once they've granted this request, you can enable the integration for your Survey.
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.
Enable the Slack integration on a new Survey
- Create a new Survey.
- Select the Forward Feedback section and toggle 'Receive feedback responses via Slack'.
- Finally, click the 'Enable Slack integration' button. This will prompt you to allow Contentsquare to send data to your Slack Workspace. To allow, click the 'Authorize' button on the Slack prompt. If you're not one of your company's Slack admins, you will be asked to send a request to them. Once they've granted this request, you can enable the integration for your Survey.
- Select which public Slack channel(s) you would like to send your responses to, then click 'Done'.