You can use Slack as a communication channel when sending posts from the Studio or for sending surveys.
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To use Slack as a communication channel in the Studio, you need to create and configure an app in Slack and set it up in Haiilo.
Create an app
- Log into https://api.slack.com/apps with a Slack admin account
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Select Create New App > From scratch
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Enter an App Name and choose a Workspace
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Select Create App
Configure Permissions
- Go to https://api.slack.com/apps
- Select the app you just created
- Go to Basic information > Add features and functionality > Permissions
- Add the following scopes via Scopes > Bot Token Scopes
chat:write
users:read
users:read.email
team:read
Configure interactivity functionality
- Go to https://api.slack.com/apps
- Select the app you just created
- Go to Interactivity & Shortcuts
- Enable Interactivity via the toggle
- Add Request URL. You can find it in Haiilo from Administration > Multichannel > Slack > Interactivity request URL. It is in the format
https://your_haiilo_domain/web/content-distribution/slack/interactivities
. - Wait for a Verified response
- Select Save Changes
Configure Event Subscriptions
- Go to https://api.slack.com/apps
- Select the app you just created
- Go to Event Subscriptions
- Enable Events via the toggle
- Add Request URL. You can find it in Haiilo from Administration > Multichannel > Slack > Event subscriptions request URL. It is in the format
https://your_haiilo_domain/web/content-distribution/slack/events
. - Wait for a Verified response
- Select Subscribe to bot events
- Add the following Bot User Events:
reaction_added
reaction_removed
- Select Save Changes
Install the app
- Go to Basic Information in the side navigation
- Select Install to Workspace > Allow
- In Haiilo's Administration > Multichannel, enable the toggle for Slack and enter the credentials:
- Slack API token
- Go to Feature > OAuth & Permissions in the side navigation of your Slack app
- Copy the Bot User OAuth Token
- Paste in the Slack API token field in Haiilo
- Slack API signing secret
- Go to Basic information in the side navigation of your Slack app
- Copy the Signing Secret
- Paste in the Slack API signing secret field
- Slack API token
- Select Save changes for Slack
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To use Slack as a communication channel for your surveys, please follow these steps:
- Contact your Haiilo Customer Success Manager and provide them with the email address of an admin for your company's Slack workspace
- Your Customer Success Manager will connect your company's Slack workspace to the Haiilo platform.
- Your company's Slack admin will receive an email inviting them to allow Haiilo to access their Slack workspace. The admin should select Link to Slack > Allow to be directed to a page that confirms the authorization.
- Your Customer Success Manager checks if the connection is working and confirms the integration.
- You're now able to distribute surveys via Slack.