Slack integration

You can use Slack as a communication channel when sending posts from the Studio or for sending surveys.

  • To use Slack as a communication channel in the Studio for your Multichannel posts, a Slack App must be created and configured according to the steps below.

    1. Log in with an admin account to https://api.slack.com/apps
    2. Create App

      1. Select Create New App

        slack_app_01.png

      2. Select From scratch

        slack_app_02.png

      3. Enter an an App Name and choose a Workspace

        slack_app_03.png

      4. Select Create App
    3. Configure Permissions
      1. Go to https://api.slack.com/apps
      2. Select the App
      3. Go to Basic information > Add features and functionality > Permissions
      4. Add the following scopes via Scopes > Bot Token Scopes
        • chat:write
        • users:read
        • users:read.email
        • team:read

          slack_app_04.png

    4. Configure interactivity functionality
      1. Go to https://api.slack.com/apps
      2. Select the App
      3. Go to Interactivity & Shortcuts
      4. Enable Interactivity via the toggle
      5. Add Request URL (https://YOUR_HAIILO_DOMAIN/web/content-distribution/slack/interactivities). This can be found in Haiilo from Administration > Multichannel > Slack > Interactivity request URL
      6. Wait for a Verified response
      7. Select Save Changes

        slack_app_05.png

    5. Configure Event Subscriptions
      1. Go to https://api.slack.com/apps
      2. Select App
      3. Go to Event Subscriptions
      4. Enable Events via the toggle
      5. Add Request URL (https://YOUR_HAIILO-DOMAIN/web/content-distribution/slack/events).
      6. This can be found in Haiilo from Administration > Multichannel > Slack > Event subscriptions request URL
      7. Wait for a Verified response
      8. Select Subscribe to bot events
      9. Add the following Bot User Events
        • reaction_added
        • reaction_removed
      10. Select Save Changes

        slack_app_06.png

    6. Select Reinstall your app on top of the page
      1. Go to Basic Information in the side navigation
      2. Select Install to Workspace
      3. Select Allow
    7. In Haiilo's Administration > Multichannel, enable the toggle for Slack and enter credentials
      • Slack API token
        1. Go to Feature > OAuth & Permissions in the side navigation of your Slack app
        2. Copy the Bot User OAuth Token
        3. Paste in the Slack API token field in Haiilo
      • Slack API signing secret
        1. Go to Basic information in the side navigation of your Slack app
        2. Copy the Signing Secret
        3. Paste in the Slack API signing secret field
    8. Select Save changes for Slack
  • To use Slack as a communication channel for your surveys, please follow these steps:

    1. Contact your Haiilo Customer Success Manager and provide them with the email address of an admin for your company's Slack workspace
    2. Your Customer Success Manager will connect your company's Slack workspace to the Haiilo platform.
    3. 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.
    4. Your Customer Success Manager checks if the connection is working and confirms the integration.
    5. You're now able to distribute surveys via Slack.

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