The “Send Slack Message” tracking type automatically sends Slack messages to a particular user or channel when a certain event takes place, ensuring timely alerts.
Read more about the Event Tracking feature and its configuration in the “Event Tracking (LMS / Call Logic)” Knowledge Base article.
To configure the “Send Slack Message” tracking rule, follow these two main steps. First, set up the necessary settings in your Slack App. Then, complete the configuration in the system.
Slack App Settings
To configure the Slack App settings, follow this link https://api.slack.com/apps and log in with your email.
Click the “Create an App” button and select the “From Scratch” option.
Enter the Slack App name and select the workspace. Click the “Create App” button.
After creating the app, you will be redirected to the App Settings, specifically to the Basic Information section. Go to the “OAuth & Permissions” section.
In the "OAuth & Permissions" section, choose the "Scopes" block, then select one of the following message-sending types by adding an OAuth Scope with the necessary permissions:
- Bot Token Scopes: This type allows you to set up sending messages from the bot.
- User Token Scopes: This type allows you to set up sending messages from the Slack Admin.
The main necessary permissions are:
- channels:join - Join public channels in a workspace.
- chat:write - Send messages as @AppName.
- chat:write.public - Send messages to channels @AppName isn't a member of.
- im:write - Start direct messages with people.
After adding an OAuth Scope, in the same section, go back to the "OAuth Tokens for Your Workspace" block and click the “Install to Workspace” button to configure the automatic token generation to finish connecting the app to your workspace.
Click the “Allow” button to complete the setting process.
After allowing the requested permissions, the User and/or Bot User OAuth Tokens will be generated, which need to be used to set up the tracing rule in the system, and the app will be added to your Slack workspace under the Apps block at the bottom.
System Settings
The “Send Slack Message” tracking rule can be configured on the Product, Campaign, and Publisher levels.
To create this tracking rule, navigate to the corresponding level, access the Tracking tab, and fill in the following fields in the “Add Rule” pop-up window:
- Trigger: Select the event that triggers the action:
- [LMS] Lead Sold: The lead is sold through the Campaign.
- [LMS] Lead Rejected: The lead is not accepted by any Campaign.
- [LMS] Campaign Rejected: The Campaign has rejected the lead.
- [LMS] Publisher Earning Received: The Publisher has received earnings.
- [LMS] Campaign Sold: The lead was sold to the Сampaign.
- [LMS] Revenue Ping Back: The revenue pingback has been sent.
- [Call Logic] Lead Sold: The lead was sold to the Publisher.
- [Call Logic] Lead Rejected: The lead was rejected by the Publisher.
[Call Logic] Campaign Rejected: The Campaign has rejected the lead. - [Call Logic] Campaign Accepted: The Campaign has accepted the lead.
- [Call Logic] Campaign Sold: The lead was sold to the Campaign.
- [Call Logic] Publisher Earning Received: The Publisher has received earnings.
- [Call Logic] Buyer Response: The Buyer has answered the call.
- Action: Select the “Send Slack Message” option.
Once you select the preferable event, click the “Next” button to proceed with the setup.
The “Trigger Settings” block allows you to set up additional filters for the selected event. The filter fields are optional. If no filters are set up, the action will be triggered for all the leads that fit the event trigger.
Depending on the user role, platform, and configuration level, the following filters for trigger settings are available:
- Method: Select the Method (POST/FORM).
- Publisher: Select the Publisher.
- Channel: Select the Channel.
- Source: Select the Source.
- Buyer: Select the Buyer.
- Campaign: Select the Campaign.
- Pingtree: Select the Pingtree.
- Price Restrictions: Select the Price restrictions (Price is greater than 0, Price is greater than a certain value, Price is greater than or equal to a certain value, Price is lower than a certain value, Price is lower than or equal to a certain value, Price range inclusive). Note: The “Price range inclusive” value is available only for the “Lead Sold” and “Campaign Sold” triggers.
- Price Restriction Value: Enter the price value.
- Min Price: Enter the minimum price value to trigger the rule by the price range (available only for the “Price range inclusive” value in the “Price Restrictions” field).
- Max Price: Enter the maximum price value to trigger the rule by the price range (available only for the “Price range inclusive” value in the “Price Restrictions” field).
The “Action Settings / Send Slack Message” block allows you to configure the action required for the rule setup:
- Auth Token: Enter the token (either User's or Bot's) from the OAuth & Permissions > OAuth Tokens for Your Workspace section in the Slack App.
- Action: Select the action you want to perform - send a message to the user or the channel.
- Slack Member ID: Enter the Member ID of the user if you want to send a direct message.
- Slack Channel ID: Enter the Channel ID if you want to send a message to the channel.
- Message Text: Enter the text you want to send or use placeholders to send particular data.
Click the “Save Rule” button to confirm.
Read more about Tracking Rule setting up on the Product level in this Knowledge Base article.
Read more about Tracking Rule setting up on the Campaign level in this Knowledge Base article.
Read more about Tracking Rule setting up on the Publisher level in this Knowledge Base article.
Read more about Notification tracking in this Knowledge Base article.