Slack Messages - Getting Started

Slack Messages - Getting Started


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 Workspace Settings in the left panel and then click 'Get Started' next to Slack Message:

image.png

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

image.png

You should then see a new window that asks you for permission to access your Slack team. 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 popup asking you to confirm permissions. This 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:

image.png


Set up your campaign

You're ready to start sending Slack messages! Once you create your campaign, head to the workflow. You'll see Slack in the sidebar, so drag and drop it into your workflow builder.

Once you drag it in, the edit panel will be open. You can name your message, add content, and change its settings:

image.png

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.

image.png

image.png

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

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 modal. This will send a real Slack message, so be sure you choose the right test channel or user to send it to!

image.png

Success!!

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

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.

Was this article helpful?