Our Slack integration offers a great way to keep your team in the loop and act on survey responses timely.
It allows you to receive notifications inside your Slack account whenever new survey data is available or when a user enters a specific segment in Refiner.
To set up your Slack integration, follow the steps below.
1/ Navigate to the “Team Alerts” section of your Refiner dashboard
2/ Click on “Create alert” and choose Slack
3/ Give your your Slack alert a distinct name, e.g. “New Promoters”
4/ Define when you want to receive an alert. You can choose between “Survey completed”, “Segment match” or “Tag added”.
5/ Choose which data fields you want to receive in Slack
6/ Connect your Slack account by clicking on “Connect Slack Account”. You’ll be redirected to Slack where you need to grant permission to our application.
7/ Once you granted Refiner permission to post to your Slack account, you can choose the channel in which you want to receive alerts.
8/ Finally, click on “Send test”. Head over to your Slack account and check if you received a notification like shown below.
9/ Save your new Slack alert and you are done! From now on, your team will be notified in real time when new survey responses are available or a user matches a specific segment.