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Slack

Jomar
  • Updated

AskNicely has built one of the most powerful integrations between any NPS platform and Slack. With our Slack Integration:

  • You can send new survey responses to public and/or private channels.
  • If a customer changes their comment, we update the Slack message .
  • We show all email replies to a survey response in Slack and update these as new emails are sent/received.
  • You can send a message to specific Slack channels depending on rules you choose with our "Workflows" functionality.
  • You can send an NPS digest showing your score, response rate, and change up/down into Slack on a weekly or monthly basis.

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Standard Setup

Advanced Setup

 

Standard Setup

Connect Slack to AskNicely in the App Store

Make sure you are a Slack admin on your account prior to connecting.

Login to AskNicely, then click App Store (house icon lower left) > Discover > Slack.  Next, click the blue Configure button.

Choose whether to push all responses to just Public or to Public & Private channels. (​​​​​​Public & Private will give you the most flexibility. To push just specific responses to a Public of Private channel, see the "Workflows" section below.)

The next step will ask your Slack App Manager to grant AskNicely permission to your Slack workspace. A channel called #asknicely will be created upon granting AskNicely permission. If you cannot see the #asknicely channel, search for it in Slack and join the channel

Confirm the fields you want attached to the Responses by selecting the corresponding checkboxes.

In order to send Responses to private Slack channels, you must first add AskNicelyBot to that channel. You can do this by going into the channel, typing "@AskNicelyBot", and clicking "AskNicelyBot" when it appears.

Choose whether to include an NPS digest, and whether this should happen weekly or monthly.


You choose to hide the "Name" field if you'd prefer to keep these responses anonymous, as it posts to a public channel by default. 

An example of a Standard Slack update, including email responses:

An example of a Slack digest, including change compared to previous:
 

Advanced Setup

Set Up Workflows to Send Specific Responses To Specific Slack Channels

When you integrate AskNicely and Slack, the default is to post all responses to the #asknicely channel.  Using Workflows, however, there are many ways to customize the integration to only send specific responses to specific channels based on rules you set.

 

Sending Based on Specific Rulesets

Automatically post commenting promoters from New Zealand to #kiwi_praise

  1. Login to AskNicely and go to the Workflows tab.
  2. Choose "Send to Slack" at the bottom.
  3. Set to automatic trigger.
  4. Add a rule: <country_c> <is> <New Zealand>
  5. Add a rule: <answer> <is greater than> <8>
  6. Add a rule: <comment> <is not empty>
  7. Set the message as desired, e.g: More love from {name}: {comment}
  8. Set the channel to #kiwi_praise.
  9. Click to save and activate.

Manually post responses to #eliteservicefollowup

To configure:

  1. Login to AskNicely and go to the Workflows tab.
  2. Choose "Send to Slack" at the bottom.
  3. Set name: Send to #eliteservicefollowup
  4. Set to manual trigger.
  5. Set the message as desired, e.g: Please follow up this NPS response from {name} ({email}): {comment}
  6. Set the channel to #eliteservicefollowup
  7. Click to save.

To use:

  1. Go to the Responses tab.
  2. Find a response you want to send, click the triple dots, and select "Send to #eliteservicefollowup"
 

Set Up Workflow to Send Response Data in a Message

Expedite the delivery of information by putting relevant Response data and Custom Data Fields right in the body of the Slack message.

Using Dynamic Fields found on the left-hand column of the Workflow page, insert all applicable fields you wish to post.

For example:

A new client NPS score has been submitted. 
{firstname} ({email}) from {account_name_c} has answered the survey titled 
{survey_template} giving us a score of {answer} with the main reason being 
"{topic_c}". Comment: {comment}. 

Give a shoutout to {contact_csm_c}, {account_fde_name_c}, and {owner_full_name_c}!
 
We recommend testing that the responses are going through as you wish before inviting everyone to the channel where they are posted. Please reach out to our Support Team if you have questions!

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