Slack Integration

Slack Integration allows you to integrate Woorise with Slack and instantly notify your team the moment a form has been submitted.

Setting Up Slack

1. In your Woorise dashboard click on Integrations from the main menu and activate Slack.
2. Next click on Slack integration Settings.
3. Click the button labeled Connect to Slack to begin authorizing Slack. You will be sent to the Slack website and prompted to authorize the application to your team. Click Authorize.
4. Once you have authorized the add-on, you’re ready to begin creating a feed for Slack. A feed simply allows form submission data to be sent to another source. In this instance, form data being sent to Slack.

Creating a Feed for Slack

1. Select the campaign you want and click on Form tab.
2. From the Settings click on Slack.
3. Click Add New to create a new feed.

Slack Feed Settings

• Name
  A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
• Action
  For Action, chose either Send Message and Invite to Team. The feed can be configured to either send a message inside Slack or invite a user to a Slack team.

Sending Messages

When Send Message is chosen as the Action, the following settings will display:

• Send To
  Based on your selection here, you will be able to send the triggered message to a channel, group, or individual.
• Slack Channel
  Select the specific channel, group, or individual that the message should be sent to. Use this drop down to select your desired destination. If you want it to go to multiple selections, you can simply create additional feeds.
• Message
  The Message setting determines the content of the message that will be sent by the feed. Within this box, enter any text you would like to be within the message. This text area also supports the use of merge tags to dynamically generate content.

Team Invites

When Invite to Team is chosen as the Action, the following settings will display:

• Email Address
  Use the Email Address dropdown to select the field that contains the email address the invite will be sent to.
• First Name
  Use the dropdown to select the field within your form that will be used for the corresponding value.
• Last Name
  Use the dropdown to select the field within your form that will be used for the corresponding value.
• Slack Channels
  Select the channel that the message should be sent to.
• Slack User
  Use this drop down to select the user that the message should be sent to.
• Message
  The Message setting determines the content of the message that will be sent by the feed. Within this box, enter any text you would like to be within the message. This text area also supports the use of merge tags to dynamically generate content.

Team invites are only available if your Slack user is an administrator on the Slack channel associated with your key. If you are not an administrator, this option will not appear.

Other Settings

• Image Attachments
  Select which file upload fields will be attached to the Slack message. Only image files will be attached.
• Conditional Logic
  If unchecked, every successful form submission will be sent to Slack. If you wish to set specific conditions for sending form data to Slack, then check the “Enable” box and fill out your required criteria.