Slack
Welcome to the Slack integration guide! Follow these steps to connect Jimo with Slack and forward survey responses to your Slack channels.
Overview
This integration allows you to:
Send survey data to Slack when a response is received.
Easily collaborate and share survey response data in Slack to leverage user insights across product development.
Setting Up the Slack Integration
Access the Integrations Dashboard
Navigate to your Jimo project settings.
Click on Integrations in the left sidebar.
Locate the Slack integration and click on the Connect button.
Authorize Jimo in Slack
You will be redirected to a Slack authorization page.
Grant the necessary permissions to allow Jimo to access your Slack workspace.
Confirm Slack Integration
Once authorized, you will be redirected back to Jimo.
The Slack integration setup page will display a confirmation that your Slack workspace is connected.
A: How it works section.
B: Slack workspace integration status.
C: Resource links for the official Slack documentation and website.
D: Button to disconnect the integration if needed.
Configuring Slack Notifications for Surveys
Access Survey Integrations
Go to any survey's detailed view in your Jimo dashboard.
Under the Insights section, click on the Integrations tab.
A: Integrations tab.
B: Slack integration status. -> Set it up if not connected.
C: Select channels to send responses.
D: Option to receive Slack notifications for each answer.
Select Slack Channels
Ensure that your Slack integration status is Connected.
Select the Slack channels where you want to send survey responses.
A: Public channels will appear automatically.
B: For private channels, invite the Jimo bot using the command
/invite @Jimo.C: Save your selection.
Customize Notification Settings
By default, Jimo will send a summary message of all survey responses upon survey completion.
If you want to receive notifications for each individual survey response as they are submitted, enable the option to receive Slack notifications for each answer.
Troubleshooting
If you do not see certain channels, ensure that the Jimo bot is invited to those channels.
Verify that the Slack integration status is connected in the survey's integration tab.
Disconnecting the Integration
If you wish to disconnect Jimo from Slack, navigate back to the Slack integration setup page in Jimo and click on the Disconnect Integration button.
Additional Resources
Slack Documentation: Link to Slack Documentation
Slack Website: Visit Slack Website
To keep a historical log of survey responses, configure your Slack integration to capture and store each survey response externally.
This approach ensures all answers are preserved, even if users update their responses in Jimo.
For further assistance, please refer to this support page or contact our support team directly.
Last updated