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Slack Messages - Getting Started

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Customer.io's Slack Action helps your teams work better together by passing information directly into Slack triggered by user behavior in your app, all customized to your needs.

What you need to get started

It's very easy to set up Slack in Customer.io. All you'll need are your Slack login details, if you're not logged into your team already.

Enable Slack in Customer.io

The first step is to enable the Slack action in Customer.io. From your workspace dashboard, head to Message Settings in the left panel, and click 'Get Started' next to Slack Message:

Slack - Get Started

From this screen, you'll be able to enable (or disable) the Slack action. Click the Enable button to get started:

Slack - Enable

You should then see a new window that asks you for permission to access your Slack team, something like this:

Slack configuration - get started

Here, you'll choose the Slack team that you want to post to. There might be a list of teams here, or you may need to log in. Either way, select your team from the menu provided (or sign in). Once you've done that, you'll see a screen that looks like this:

Slack configuration - get started

The list of permissions in the above list is the information Customer.io needs to post to your Slack channels and direct messages. Slack has more technical information on their OAuth scopes.

Click Authorize and, if all goes well, you should return to Customer.io and see something like this:

Slack configuration - get started

Set up your campaign

You're ready to start sending Slack messages! The next step is to create a campaign. In this example, we’re using a segment triggered campaign to notify us when we get a new signup:

Slack campaign - setting up a trigger

But feel free to use whichever segment or event trigger you like. Then, click to add an item to your workflow:

Campaign Setup - Add Workflow Item

And choose a Slack message:

Campaign Setup - Add Slack

Then, give it a name that makes sense to you.

Slack campaign - naming your message

That Slack message should then be added to your workflow. Remember that the name you give the message is just its title, and will not be seen by the end user. That content needs to be added, and we'll do that next by clicking Add Content from the workflow:

Slack campaign - Add message content

### Composing your message

In the composer, there is a lot you can do to customize your Slack message. You can use a default {{customer.channel}} Liquid tag, or you can customize it. We've chosen to customize it, to send all of these notifications to a channel called #new-signups.

Slack campaign - Customize your channel

Slack campaign - Compose your message

We've also added some text and the {{customer.first_name}} Liquid tag, to let us know who signed up.

We can then preview our message, to get an idea of what it might look like, and what formatting is available in Slack:

Slack campaign - Message preview

Sending a test

This is the last step; we want to make sure that our Slack message is working. To do that, use the Send test box and button in the message composer. This will send a real Slack message, so be sure you choose the right test channel or user to send it to!

Slack campaign - Sending a test


Your test message should then appear in whichever channel you chose to send it to!

Slack campaign - Test successfully sent


Thank You!

We’re excited to hear how you end up using Slack! If you have questions, feel free to let us know! We're happy to help.

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