A Slack notification is a message or alert sent to users through the platform. Slack is a popular team collaboration and communication tool that allows users to create channels, share messages, and files, and collaborate in real-time.
In LeadAngel, Slack Notification will be used to notify the lead owner, sales reps, or sales team of the new OTS lead assignment.
Steps to set up Slack Notification Template:
- Sign in at app.leadangel.com and select Administration.
- Go to the Notifications drop-down list and right-click on Slack to create a New Slack Template.
Give the template a name. Select the router type Lead or Contact to send notifications, any one of the router types needs to be selected. Click save.
Click on the recipient to whom the Slack notification has to be sent. For example to send a notification on Slack to the lead owner, select the lead owner, likewise, the account owner, the account team, etc. You may check on "Notify based on the lookup field on Account" and select a field from the dropdown where you want to look up to send a notification to the mapped user. A maximum of three lookup fields can be selected.
*** If you want to send the Slack notification to a sales rep or sales team, you must select that particular Slack user or the Slack channel in the Recipient list.
An added feature snippet can be seen in the message body. When a user clicks on a snippet, a box appears wherein you must first select and choose an object in the subject/header snippet and message body snippet viz. lead, account, lead owner, and the account owner.
- Add a message body for the template along with the various fields to be added through snippets.
- To tag the Owner or Channel in the header section, enter the @ key. The tagged users will be notified of the assignments.
- You can select formatting options for the message body from the text formatting toolbar given below the header section, insert links, change border colors, etc.
- While drafting the template, you can see the preview of how your Slack message will appear to the recipients in the Slack.
- Once you approve the template. Click on the Save button.
How to use Slack Notifications in OTS Router?
1. Sign in at app.leadangel.com
Go to Lead routing > OTS Router > Assignment block. If you are creating a new router then Right-click to create a new OTS router and set the Assignment Preferences.
- Select the assignment type for which you want to use the Slack Notification.
- For Direct Assignment or Live Claim assignment type, you have to select the recipient in the template to whom the notification would be sent.
- For Broadcast via Slack, the notification will be sent to all the recipients that you have selected along with the OTS Broadcast Notification recipients, in the Slack template.
2. Click on the Slack Notification checkbox under Notification Preferences.
3. Select the Slack template from the list.
4. Click on the Save button.
The same process can be followed to use the Slack Notification template in the Reassignment Setup.