Slack
Your Navattic demo must use one of these Visitor or Account identification methods to use this integration.
Send identified visitor and/or account information directly to Slack! Once a visitor or account has been identified, send that information to a public or private Slack channel of your choosing.
Use this interactive demo or the written steps below to set up your integration.
Visit 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.
Once you have connected your Slack workspace, navigate to your channel and connect the Navattic app by sending @navattic in a message.
Once your Slack integration is fully set up, visit Playbooks 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 Audiences 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.
Your connected Slack channel will now receive notifications in real-time.
