You can connect Chattermill with the Slack message app to share insights faster.
The Chattermill Slack app will automatically send you a triggered notification via a designated Slack channel. A trigger defines a specific event that starts the workflow. when data meeting certain criteria are added.
For example, this could be when a customer has asked for further contact or has given you a particularly low NPS score. Once the criteria are met, Chattermill will send you an alert on Slack containing the data that you require.
Connecting Slack
You can connect Chattermill to your Slack in two ways:
While creating a workflow (see below)
Via the Settings page, which we will cover here.
On Settings page, go to Integrations, then open the Slack option and click Connect account button:
This will take you to the Slack authorization process, where you need to click the green Allow (or Submit Request if you are not an admin on the Slack workspace) button:
If you are not an admin, you might want to leave the message for the admin. Ignore the "App is not approved by Slack" warning.
You will eventually bring you back to the same page. If everything was successful, you eventually see this on the page you started from:
NB depending on your workspace settings on Slack, it might make sense to ask a Slack admin to do the integration to minimise issues.
Create a Workflow
To connect your Chattermill account with Slack, open the workflows page found on the left-hand sidebar of your screen and click on the icon that looks like an 'electric bolt'.
Next click on the create workflow button to build your very own custom flow. At the top middle of the screen, you can give your flow a unique name. The next step is to decide a trigger event that will launch your workflow.
You have 3 options:
Net Promoter Score Change > Get alerted immediately when your NPS score crosses a threshold.
Net Sentiment Change > Notify a team member or slack channel when Net Sentiment crosses a certain threshold.
New response received > Choose from a range of filters to trigger a workflow each time a new response is received.
Pick Your Conditions
Once you have decided on your trigger event, it's time to consider what filters you want to apply to your data. The workflow editor has many filters that you can combine to cut through the noise and pinpoint the exact events you're most interested in.
Integrate Slack
Simply click on the Slack Icon, and a sidebar showing a 'connect account' button will pop up. Click on the button, and a popup window will open, enabling you to authenticate your project and Slack workspace with the Chattermill Slack App.
Click allow and you'll then be able to customise your Slack message from the Chattermill Workflow editor.
Once you're happy with your Slack message click the blue button top right of your screen. Congratulations, you've just created your first workflow and integrated Slack at the same time 🎉 .
Troubleshooting
My workflow keeps getting disconnected
This likely means the Slack token used has become inactive, likely because the user who initially set it up, has lost access. The best course of action is to Disconnect and then Connect Slack via the Settings mage mentioned at the top of this article.
I can't find the Slack channel I need on Chattermill
If you have recently re-authenticated our Slack bot should be able to find all public channels. For best results we recommend adding the bot to the channel in question.
For private channels, the bot needs to be added to the channel.
I am not seeing the test message on Slack
This likely means the Slack token used has become inactive, likely because the user who initially set it up, has lost access. The best course of action is to Disconnect and then Connect Slack via the Settings mage mentioned at the top of this article.