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.

Example

Setting Up the Slack Integration

Access the Integrations Dashboard

1. Navigate to your Jimo project settings.

2. Click on Integrations in the left sidebar.

3. Locate the Slack integration and click on the Connect button.

Integration settings

Authorize Jimo in Slack

1. You will be redirected to a Slack authorization page.

2. Grant the necessary permissions to allow Jimo to access your Slack workspace.

Slack permission

Confirm Slack Integration

1. Once authorized, you will be redirected back to Jimo.

2. The Slack integration setup page will display a confirmation that your Slack workspace is connected.

Slack integration details

• 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 the Slack Integration

Once your Slack workspace is connected, you can customize what information is sent in your survey notifications.

Access Slack Integration Settings

1. Go to your integration settings.

2. In the Integrations tab, hover over the Slack card — the Connect button will now display Configure.

3. Click Configure to open your Slack integration details.

Customize “Properties to Send”

You can now decide which user properties are included in the Slack messages triggered by survey responses.

By default, Jimo sends:

• Email

• Name

• ID

These default properties can be removed at any time.

• You can also add new properties, including:

  • Native attributes (e.g. Last activity, Created on)

  • Custom attributes synced from your user data

Click Add, select your desired properties, and confirm by clicking “Add properties”.

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Configuring Slack Notifications for Surveys

Access Survey Integrations

1. Go to any survey's detailed view in your Jimo dashboard.

2. Under the Insights section, click on the Integrations tab.

Slack integration settings

• 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

1. Ensure that your Slack integration status is Connected.

2. Select the Slack channels where you want to send survey responses.

Channels selection

• 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

1. By default, Jimo will send a summary message of all survey responses upon survey completion.

2. 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.

Notifications for each answers

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.