Posting To Slack

1. Inside Campaign Calendars

Adding a quick Slack message to your campaigns is a great way of notifying your internal marketing team, management, or other stakeholders of important campaign steps. Let everyone know that the big email is going out, that a critical campaign tweet is going out that day, or to mark the start or end of a big omnichannel campaign. Simply drag and drop the Slack icon to the Calendar day you want, pick a time and message, and as long as the campaign is active, your Slack message will go out to the channel of your choosing at that time.

Video Player

 

2. Inside Workflows as a Workflow Action

ActiveDEMAND workflows are super configurable and you can now fire Slack messages from within them. Here, the possibilities are endless:

  • Notify sales of leads
  • Notify the correct project team of a closed sale
  • Debug a complicated or low volume workflow: add a slack step so that you can be sure it’s doing what you wanted it to do

mceclip1.png

 

The Slack Message that is being posted can either be markdown text (using Slack's markdown specification) or using Slack's Block Kit format.

 

Note

The Slack Block Kit design tool does not recognize ActiveDEMAND dynamic terms. Thus for buttons, when specifying the URL, you will need to put a placeholder URL in the block kit code to avoid their builder flagging it as an error.

 

You can embed dynamic fields within the message to deliver the context of the workflow to the specified slack channel. Using Block Kit may seem a bit daunting, but Slack provides a nice Block Kit designer to help you with your designs. 

 

Note

The Slack Message text is required if you are using Block Kit

 

Example

Goal: Post a claimable lead notification to a sales channel

Slack View:

mceclip2.png

Block Kit Code:

{
"blocks": [
{
"type": "header",
"text": {
"type": "plain_text",
"text": "New ActiveDEMAND Lead",
"emoji": true
}
},
{
"type": "section",
"accessory": {
"type": "image",
"image_url": "https://assets.activedemand.com/content_images/126424/images/original/favicon.png",
"alt_text": "AD Brand"
},
"text": {
"type": "mrkdwn",
"text": "A New Lead has been generated by our fine marketing folks. This is fresh out of the oven, get it while it is hot!"
}
},
{
"type": "divider"
},
{
"type": "section",
"fields": [
{
"type": "mrkdwn",
"text": "*Name:*\n%CONTACT.FIRST_NAME% %CONTACT.LAST_NAME%"
},
{
"type": "mrkdwn",
"text": "*Company:*\n %CONTACT.ACCOUNT.BUSINESS_NAME[unknown]%"
},
{
"type": "mrkdwn",
"text": "*Classification:*\n [%CONTACT.ACCOUNT.CUSTOM_FIELDS(CUSTOM_65).FORMATTED_VALUE[unclassified]%]"
},
{
"type": "mrkdwn",
"text": "*Country:*\n %CONTACT.ADDRESS.COUNTRY%"
}
]
},
{
"type": "divider"
},
{
"type": "context",
"elements": [
{
"type": "mrkdwn",
"text": "*Activity:*\n %CONTACT_HISTORY.HISTORY_TYPE%\n[%CONTACT_HISTORY.SUBMITTED_FORM.FORM.NAME%] "
},
{
"type": "mrkdwn",
"text": "*Email:* %CONTACT.EMAIL.EMAIL_ADDRESS% "
},
{
"type": "mrkdwn",
"text": "*Phone:* %CONTACT.PHONE.PHONE_NUMBER% "
},
{
"type": "mrkdwn",
"text": "*Addition Info:*\n%CONTACT.BIO% "
}
]
},
{
"type": "divider"
},
{
"type": "section",
"text": {
"type": "mrkdwn",
"text": "You like it? Claim It!"
},
"accessory": {
"type": "button",
"text": {
"type": "plain_text",
"text": "Claim",
"emoji": true
},
"value": "click_me_123",
"url": "%CONTACT.CLAIM_LINK%",
"action_id": "button-action"
}
}
]
}

 

 

 

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