Slack

your navattic demo must use one of these visitor or account identification methods to use this integration overview send identified visitor and/or account information directly to slack! once a visitor or account has been identified https //docs navattic com/analytics#pm qk , send that information to a public or private slack channel of your choosing setup steps use this interactive demo or the written steps below to set up your integration 1\ connect to slack visit app navattic com https //app navattic com > playbooks > integrations > slack > manage > connect > log into your slack account if prompted > authorize certain permissions within your slack workspace navattic will verify that your connection is complete you can customize the slack message under configuration click + add property to select which properties to include in the message 2\ add the navattic app to your channel once you have connected your slack workspace, navigate to your channel and connect the navattic app by sending @navattic in a message you must follow this step before adding the channel to your playbook (see the next step) 3\ create a playbook once your integration for slack is fully set up, visit playbooks docid\ lyyvcjvluz5yhqiklak y in your workspace to start pushing data into slack you can use a template or create your own playbook there are two action that you can set up send visitor message and send account message (if you have accounts set up) additionally, make sure to select the slack channel you want to send data to you can toggle on use id if the channels aren't populating in the dropdown a playbook consists of playbooks docid\ lyyvcjvluz5yhqiklak y and actions you can use one of the default audiences or you can create your own if you create your own, remember to add new demos to the audience if you are choosing to filter by specific demos 4 see identified visitors and accounts in slack your connected slack channel will now receive notifications in real time other resources if you are experiencing an issue with your integration for slack, please email support\@navattic com , or message us in the in app chat this is where the navattic privacy policy can be found