Slack integration
When you connect with Slack, you can automate sending messages from journeys, playbooks, and form submissions to your channels. You can also send dynamic report updates to your channels.
Slack prerequisites
This integration process requires you to be a member of the Slack workspace you want to connect to.
Connect from Ortto
To connect to Slack from Ortto:
- On the Data sources page, click New data source.
- Under Recommended or All data sources, select Slack, then Get started.
- On Connect to Slack, click Connect.
- When you see the permission request to access your workspace, choose the relevant workspace from the top right-hand corner.
- Click Allow to complete the connection.
When the setup is complete, Ortto will be able to send messages to any public channel in your Slack workspace.
NOTE: If you want to enable sending messages to private channels, you need to connect to Ortto from the relevant channel in Slack.
Connect from Slack
To allow Ortto to send messages to a private Slack channel, you need to connect the private channel to Ortto.
To do so:
- In Ortto, connect Slack as a data source.
- In Slack, navigate to the private channel you want to access from Ortto.
- In the channel, click on the carat next to the channel’s name (⌄) > Integrations > Add an app or Add apps.
- On the Add apps to… page, search for “Ortto”, then click Add.
- The Ortto app is now added to your private channel.
When the Ortto app is added to a private channel, you will be able to select that channel from the list when setting up a Slack action or notification.
TIP: If you recently added the Ortto app to your private Slack channel and cannot see it in the Select channel menu, click Refresh and the private channel should appear.
What does the data source add to my account?
The Slack data source simply establishes a connection between your Ortto account and your Slack workspace. This enables you to send messages to channels in your Slack workspace via journeys, playbooks, and form submissions from capture widgets.
The Slack integration doesn’t add any workplace member data or activities to your Ortto account.
Access the Slack data source view
When a data source is connected, you are provided with a data source view. On the Data sources page, click the data source you wish to view.
A data source’s view is the administration page where you can:
- view and manage the data source in the left-hand details panel, and
- under the relevant tabs on the right-hand side, view:
- an Overview of the data source,
- an Activity feed, and
- an Audience table (which will not be populated as there is no person data for Slack).
In the details panel, you can give the data source a new name (this will not affect your Slack account settings). To do so, hover over the name and click the pencil icon, then type the new name and click on a blank area of the page to save the name.
You can also disconnect the data source by clicking Actions > Disconnect.
Learn more about the data source view under Managing data sources.
Using Slack
Integrating with Slack allows you to send notifications for channels – public or private – within your workspace. This allows you to automatically notify your team of a customer interaction, send a reminder to follow up with a lead, or send a link to a dynamic report.
Journeys and playbooks
In a journey or a playbook, you can add an action to send a Slack message to a relevant channel.
When you have other data sources connected to Ortto too, you can use these in addition to Slack to automate sequences such as a sales demo follow-up (with Salesforce), a trial sales routing (with Hubspot), or to generate a review after an NPS survey submission.
You can customize your Slack message using merge tags, emojis, and mention team members. Learn more about formatting a Slack message.
Capture form submissions
In capture widgets, where you have a form component you can select to notify your team of a submission by sending a message to a particular Slack channel.
Expand the Form element when creating your widget to enable this option.
Dynamic reports
When you have Slack connected to your Ortto account, you can send updates to your dynamic reports to a Slack channel of your choice. The notifications will contain any message you included in the setup, an image of your report, and a link to view the report. Learn how to set this up.
Troubleshooting Slack
This troubleshooting guide is designed to help you with common questions or issues you may encounter when using Slack as a data source.
For further assistance, please contact our Support team:
- In the left-hand navigation drawer of your Ortto account, click Support.
- On the How can we help? page:
- Under Quick links, click Chat with support.
- Type your message in the Talk messenger widget to start a conversation with our team.
Disconnect and delete the data source
You must disconnect and archive a data source before you can delete it.
Disconnecting a data source from Ortto will stop new data from the data source merging with the CDP.
Learn about disconnecting, archiving and deleting a data source under Managing data sources.
Data source already connected
Disconnect, archive, and delete the existing Slack connection before attempting to connect again; the existing data source must be deleted.
Connect more than one Slack workspace
Ortto can connect to only one Slack workspace at a time. To connect to another Slack workspace, you must first disconnect and delete the data source for the current Slack workspace.
A private channel is not showing in the list of channels
To allow Ortto to send messages to a private Slack channel, you need to connect the private channel to Ortto. Learn how to connect from a private Slack channel.
If you are setting up a journey or playbook Slack action and have already added the Ortto app to the private Slack channel, click Refresh and the channel should appear in the list.
How to remove the Ortto app from Slack
If you no longer want to send messages to your Slack workspace from Ortto, simply disconnect the Slack data source in Ortto.
In Slack, you can remove the Ortto app by following the instructions provided by Slack.
NOTE: Simply clicking the X next to Ortto in your Apps list will not remove the app from your workspace or prevent messages from being sent from Ortto. You need to ensure the app is fully removed.
If you remove the Ortto app from Slack (but still have the Slack data source connected in Ortto), it can be tricky to re-add it. In this case, we recommend disconnecting, deleting and re-connecting the Slack data source in Ortto. Then you should be able to re-add the Ortto app to Slack.
Slack journey action shape switched off
An interruption to the connection between Slack and Ortto can cause a Slack action shape in a journey to be switched off. This occurs, for example, if you remove the Ortto app from Slack (but still have the Slack data source connected in Ortto).
If the shape is switched off and contains the following message:
This action contains dynamic content that relies on the data source, which was deleted. Please delete this action and replace it with a new action if needed.
You need to remove the affected shape and add a new one.