INTEGRATIONS NEEDED FOR SLACK CONNECTION

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In this section, you will find the options for building your Slack Connection.

Step 1: Select a Channel to send the message to

In the dropdown, select the Slack Channel you would like the message posted in.

Step 2: Title

Enter the title for your message.

Step 3: Message

Enter the message you want sent to your Slack channel. You can do just a simple, static message, or use merge fields and add dynamic information and build out a very detailed message. You can select merge fields to use in the dropdown to the right.

Here you will find two additional options for the info you can have pulled into your Slack Message.

Step 1: Include the Contact details?

When turned on the contact id and email will be include in the Slack Message. This does not need to be on to use merge fields.

Step 2: Include the Tool Instance details?

When turned on the PlusThis Tool Instance ID and Name will be include in the Slack message. This is handy if you have multiple Slack Tools set-up to send to the same channel and you want to know which tool each message came from.

Run your tool as a Rule using a Run Action element.

Step 1: Create a Rule.

Step 2: Choose PlusThis from the left drop down.

Step 3: Keep the right drop down as ‘Send person’.

Step 4: Choose the tool you would like to run in the ‘Which Feature’ drop down.

Step 5: Change the ‘Which action?’ drop down to ‘Run’.