Slack integration¶

The Slack integration delivers InstantFeedback notifications and reports to the Slack channels your team uses. Once it is set up, your team gets:

• A message for every new grade, and a separate message for every comment. Positive, negative, and other comments can go to different channels.
• Daily, weekly, or monthly feedback reports per campaign.
• Account-wide default channels, with the option to override them for individual campaigns.

Messages flow one way, from InstantFeedback to Slack. The integration uses Slack incoming webhooks, so it never reads anything from your workspace.

Before you start¶

• You need the admin role on the InstantFeedback account. Other members can view the Slack settings but cannot change them.
• You need permission to add apps to your Slack workspace, or a workspace admin who can approve the request.

Enable the integration¶

1. Open Settings → Integrations. Each tile shows a coloured dot: green when the integration is active, red when it is not.
2. On the Slack tile, click Settings. The first click creates the Slack configuration for your account and opens the Slack settings page.
3. If the page title shows a red dot, click Activate in the top-right corner and confirm.

Add a Slack channel¶

Channels are added through Slack itself, so you never copy webhook URLs by hand.

1. On the Channels tab, click Add channel.
2. Your browser is sent to Slack. If you are a member of several workspaces, pick the one you want in the top-right corner of the Slack page.
3. Choose the channel that should receive messages and click Allow.
4. Slack returns you to InstantFeedback. The new channel appears in the table and a confirmation reads Channel #name added successfully.

Repeat the steps for every channel you want to use, for example one for grades and a separate one for negative comments. Adding a channel that is already connected updates the existing entry instead of creating a duplicate.

Manage a channel¶

Click the gear icon at the end of a row to open the channel menu.

Click the channel name to rename it. The name is only used inside InstantFeedback. Messages are always delivered to the Slack channel you picked when the channel was added.

Default notification channels¶

The Notifications tab defines where feedback notifications go for all campaigns that do not override the defaults. Click Edit and pick a channel for each of the four types:

Leave a setting empty to send nothing for that type.

Every message links back to the feedback entry in InstantFeedback with a View details in app button.

Reports¶

The Reporting tab sets the default report channel and which periodic reports are sent. Click Edit to change them.

A report is sent per campaign and contains the headline metric of the campaign (NPS, CSAT, average grade, or survey score), its change compared with the previous period, the number of requests, grades, and comments, and a collapsible breakdown per grade. A footer links to the full report in the app.

Per-campaign settings¶

Every campaign can override the account defaults. Open the campaign, go to Integrations, and select the Slack tab.

• Enabled switches Slack delivery on for this campaign. Without it, the campaign sends nothing to Slack even if the account defaults are set.
• For each notification and report channel, choose Use default channel, Do not send, or a specific channel.
• For each report, choose Default to follow the account setting, Yes to always send, or No to never send it for this campaign.

Click Save to apply the changes.

Pause, reset, or remove¶

The Advanced tab shows how many campaigns have a Slack configuration and offers two account-wide actions.

• Deactivate stops all notifications and reports. Nothing is deleted, and delivery resumes when you activate the integration again.
• Reset permanently deletes all channels, notification and reporting settings, and campaign configurations, and deactivates the integration. This cannot be undone.

Troubleshooting¶