Enboarder can use Slack when sending sequence notifications to participants rather than email or SMS if you decide to integrate!
Before we begin, did you know you can give your participants the choice of whether they receive comms via slack or not? Click here to read about it!
Using Slack Enterprise Grid? Please go to the bottom of this article as the setup is different for both.
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Let's take a look.
Below is a preview of what your communications will look like when pushed to slack.
If you use a Dynamic Token that references a Form File Upload widget, you can even send it in the notification.
If you wish to return to these communications at a later date, they can be found under 'Apps' as seen below:
Integrating with Slack
Firstly, let's create a Slack app by logging into Slack as an administrator. The app is needed because that's where your Enbaorder messages will show up for your employees.
Go to the "Apps" panel on the top left side, then click on App Directory from the top right
This will open the Slack App Directory the browser page, click on "Build" in Top right corner
The system will redirect you to https://api.slack.com page. Click on "Start Building" to be redirected to the app creation page.
Enter an App name such as Enboarder App and use the "Development Slack Workplace" dropdown to select the specific workplace where integration needs to connect then click on "Create App"
The system will create the App and take you to the App home page
The Basic Information section of the App home page is optional to update the logo and background color, but we recommend it!
Next find "OAuth and Permissions" on the left side under the "Features" section.
Go to the "Scopes" section in the page and give access for chat:write:user and user:read:email permission.
For this step, search for "chat:write" in select permission scopes search text and select "Send message as user", it will be added to the scope. Next search for "user:read:email" on the search field and select "View email addresses of people on this workspace", it will also be added to the scope. Also search for "user:read scope" ("Access your workspace's profile information) as well. Now press save changes.
So following 3 scopes are required in Bot Token scope:
To install this app, go to the Basic Information page and expand the section to "Install your app to your workspace" and click on "Install App to workplace" then "Allow"
Once installed, click on "OAuth and Permissions" under the Features sections. Copy the "Bot User OAuth Access Token" from this page. This token needs to be pasted in the Enboarder application when completing the slack integration.
When the OAuth token is copied from Slack's website, head to Enboarder Settings > Apps and Integrations > Click Slack (or filter by Messenger) to show all the Messenger integrations available within Enboarder.
Click the Slack tile, click "Add Integration", enter the Access token and email domain details and click "Integrate Now".
NOTE: The domain here is the email domain shared by users, and not the slack domain. For example, for Enboarder, the Slack domain is http://enboarder.slack.com and users are launched with firstname.lastname@example.org email, we need to provide "enboarder.com" as the domain above (i.e. the email domain not the slack domain).
In case you have multiple domains, Please enter the values separated by Comma symbol. (eg: enboarder.com, us.enboarder.com, eu.enboarder.com)
While launching sequences, we check if the email of the participant in the workflow is the same as listed in the configuration. If the email domain is a match, then we will send a Slack notification instead.
Finally, ensure you enable the Message Tab for the Slack App.
To do this, with the Slack configuration page, under Features > App Home, scroll down to the Show Tabs section and there is an option called Messages Tab. Check this box and you should be good to go!
Slack Enterprise Grid integration
Organisation wide App
If you are using Slack Enterprise Grid and want to provide App access to multiple workspaces (as different workspace may have a different set of users), please opt-in for the org-wide app
Org wide App
An org-wide app is an extension of a regular Slack app. The difference is that it can be deployed across an entire organization. These apps are installed once, at the org level, and have a single token that represents the permissions for the app on many workspaces.
NOTE: In case you have an existing app that is already installed in one workspace and you want to convert this to an org level app, please follow the below steps first:
Please uninstall the app for the workspace and revoke all tokens. Then install it again at the org level and provide access to all workspaces. Once you have done this, it should start working across workspaces.
Our suggestion is to create a fresh app instead of migration of any existing app
Opt into org-wide deployment
Please select the checkbox and click on ‘Yes Opt-in’
Go to the ‘OAuth and Permissions’ menu link under the ‘Features’ sections. You will see the ‘Install to Organization’ button under ‘OAuth Tokens for Your Workspace’ section
Please click on ‘Install to Organization’
The system will show an authorization page, please click on the ‘Allow’ button
On successful installation, you will return to ‘OAuth and Permissions’ page and you will see the Oauth token. Copy and note this. This is required in the next step when we are integrating the Enboarder tile.
Keep in mind: even once an Org Admin installs your app across the entire Org, it has not yet been added to any workspaces in the org yet. As a next step please add this app to your workspaces
For any integration questions, please reach out directly to your Customer Success Manager.