Adding Signals to a Slack workspace
Signals lets your team pick the response mechanism that's right for them. SMS, Slack, email and more can be used, we sit in their everyday workflow allowing responses with minimal context switching.
Overview
With Signals, we use Slack to give your members the opportunity to keep their messaging channel they are most comfortable with, while you simply ask the questions. Signals is all about less context switching for your members, allowing more headspace for their answers, and Slack is a perfect integration here.
You may need specific permissions to add applications to your Slack workspace. Read more about the Signals Slack integration in the Slack App Directory. Further details around each scope, how data retention works and how we maintain current methodologies.
Setting up Slack
Allow your Members to select Slack as a potential #channel
for their responses. Once your company Slack is integrated, when a team member onboards, we do a quick search for their email address in your Slack team, if there's a match, your member will have Slack as an option.
- Go to Signals and sign in to your Dashboard
- Navigate to
Settings > Integrations > Slack
- Click the 'Log in to Slack', which will open in a new window.
- You'll be directed to Slack, where it will ask you to connect your Workspace with Signals. Note, you may need to log into your Slack account and choose the right Workspace.
- When complete, you'll be redirected back to Signals
- Once integrated, when a Member onboards, we do a quick search for their email address against your Slack team, if there's a match, your Member will have Slack as a messaging option.
FAQs
How can a member use Slack as their messaging channel?__
Only Signal members associated to a survey who have selected Slack as their prefered channel will recieve any messaging. Once integrated, when a Member onboards, we do a quick search for their email address against your Slack team, if there's a match, your Member will have Slack as a messaging option.
How to select Slack as preferred?
When admin invites member(s) to join the organisation, and the organisation has integrated Slack as an option; Settings > Integrations > Slack
. As part of the member's onboarding they will have the option to select Slack as prefered messaging channel, between SMS, Teams and WhatsApp.
I'm not seeing Slack as an option?
In order for a member to have Slack as a prefered messaging channel, their sign-up email address must match the email address they are using in Slack. We use this as the already verified matching technique between Signal members and your Slack workspace.
I can't integrate Slack
Only Admin's withis Signals, and importantly, Administrators within your preferred Slack Workspace can integrate Slack for Signals messaging.
How can I disconnect Slack?
Similar to connecting your Slack workspace, once signed in to your Signals dashboard click through to; Settings > Integrations > Slack
. You'll see a button named 'Disconnect', clicking this will display a yes/no dialog option to remove Slack from your Signals organisation.
Note; all members of your organisation currenly using Slack will revert to Email as their default messaging channel.