Slack Integration

  • Updated
  • Slack has become the go-to collaboration platform of choice for so many companies, and people are also using it to track events. We have also recently adopted Slack and wanted a way to send messages to Slack channels whenever something occurred in one of our own Zingtrees.

    So, as part of our mission to make Zingtree interoperable with as many popular platforms as possible, we’ve added this capability to our most recent release.

    How it Works

    When an end-user visits a node in one of your decision trees, you can have that node trigger a custom Slack notification. Once you set up Slack for your organization, any node in any tree can send a message to Slack.

    Notifications in Slack look like this:

    Slack notification from Zingtree

    Setup

    First, you need to give your organization access to the Slack app:

    1. Go to Account > My Apps.
    2. Click Slack under Add Apps.Add Slack to Zingtree
    3. Slack will ask you to authorize Zingtree access. Select the Slack channel you want to receive notifications (“post to”), then click Authorize.Authorizing Slack
    4. You will be returned to Zingtree, and Slack will appear in your list of apps.Slack installed in Zingtree

    Now you can configure any node in any tree to send a custom Slack notification:

    1. Pick a tree, and go to the Overview tool.
    2. Pick a node, and click the Edit button.
    3. Locate the Send Message To option, and select Slack.Slack messaging added to a Zingtree Node.
    4. Enter a message that will be sent to your Slack channel.  You can also include any form variables (i.e. #name#).

    Now, Preview your tree, and visit the node where you just added a Slack message. The custom message will appear in Slack, along with a link to the session transcript:

    Slack notification

  • Slack has become the go-to collaboration platform of choice for so many companies, and people are also using it to track events. We have also recently adopted Slack and wanted a way to send messages to Slack channels whenever something occurred in one of our own Zingtrees.

    So, as part of our mission to make Zingtree interoperable with as many popular platforms as possible, we’ve added this capability to our most recent release.

    How it Works

    When an end-user visits a node in one of your decision trees, you can have that node trigger a custom Slack notification. Once you set up Slack for your organization, any node in any tree can send a message to Slack.

    Notifications in Slack look like this:

    Slack notification from Zingtree

    Setup

    First, you need to give your organization access to the Slack app:

    1. Go to Account > My Apps.
    2. Click Slack under Add Apps.Add Slack to Zingtree
    3. Slack will ask you to authorize Zingtree access. Select the Slack channel you want to receive notifications (“post to”), then click Authorize.Authorizing Slack
    4. You will be returned to Zingtree, and Slack will appear in your list of apps.Slack installed in Zingtree

    Now you can configure any node in any tree to send a custom Slack notification:

    1. Pick a tree, and go to the Overview tool.
    2. Pick a node, and click the Edit button.
    3. Locate the Send Message To option, and select Slack.Slack messaging added to a Zingtree Node.
    4. Enter a message that will be sent to your Slack channel.  You can also include any form variables (i.e. #name#).

    Now, Preview your tree, and visit the node where you just added a Slack message. The custom message will appear in Slack, along with a link to the session transcript:

     

  • Throughout 2022 Zingtree will be upgrading customers to our new faster and more modern user experience! Here's how to tell which experience your Zingtree Authors are currently using.

    Log in to your Zingtree Author account and navigate to My Trees. How does your current My Trees page look?

    Zingtree Classic

    2022-02-25_12-24-51.png

    New User Experience

    mceclip0.png

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