This section explains how to set up Slack notifications.
Table of Contents
- About Slack's Notification Settings Feature
- Slack Notification Settings
- Slack Notification Settings for Business Units and Projects
- Configuring Notifications to Individuals (DM)
- Types and Frequency of Data Notifications to Slack
About Slack's Notification Settings Feature
Trigger specific activities or conditions measured by Offers MGR and send notifications to Slack. This allows you to automatically know the information you want to keep track of.
Advantages of using the notification function
- Know what information you want to detect without having to open the management screen.
- Receive only the alerts you need when you can't see through them.
- Each person can actively monitor his/her own situation without being managed by the administrator.
Slack Notification Settings
Slack notifications are done by each person who receives notifications.
To set up Slack notifications for a business unit or project, set up a role with editing privileges.
1. Set Edit Permissions for Slack Notifications
From Account Name, select Company Settings, Setting/Edit Roles.
In the settings for each role, check the Edit company information and notification settings checkbox.
Authorization priority is the order in which roles are displayed. The roles are displayed in order of authority priority.
2. Specifying Slack Notification Content
Select Slack Notification Settings from the account name.
Slack Notification Settings for Business Units and Projects
Each setting point is as follows.
- Linking and un-linking Slack workspaces for notifications
- Setting up notifications to individuals (direct messages)
- Adding and Editing Notification Content
Note
In order to receive notifications on private channels, the "Offers MGR Notifications" app must be invited to the relevant channel and then configured.
In addition, the settings here will be synchronized with other account users.
①Linking and un-linking Slack workspaces for notifications
You can set up and remove the linkage with Slack workspaces that send Slack notifications.
Notes.
If data linkage with Slack is not yet established, the Slack notification function cannot be used.
In addition, it is not possible to set a notification destination other than a Slack workspace with data integration.
※ Please refer to this help page for the linkage procedure in case of no linkage.
If you cancel the linkage, all workspace settings made by each of you will be reset.
②Setting up notifications to individuals (direct messages)
If you wish to receive notifications via direct message, you must set up each account separately.
③Adding and Editing Notification Content
Set up division/project notifications.
- Projects: Projects for which notifications will be aggregated
- Channels: Slack channels to which notifications will be sent
- Notification details: Click here for a list
- ON/OFF: Toggle notifications on and off
Configuring Notifications to Individuals (DM)
Click ① > ② > ③ in this order to open Slack's personal settings screen.
Below is the Slack Personal Notification Settings screen.
- Setting and Canceling Workspace
- Add settings for notifications you want to receive
The following settings are available for personalized notifications
- Target projects: Projects for which notifications will be aggregated
- Notification contents: Click here for a list.
Types and Frequency of Data Notifications to Slack
frequency | Item | Description. | Authorization | Notification timing | Destination |
every day | Number of Actions by Employee - Daily | Top 5 names and scores for each linked SaaS | Member,Administrator | 9:00 AM every weekday | channel |
every week | Number of Actions by Employee - Weekly | Graph of cumulative actions by individual and top 5 names and scores for each linked SaaS | Member,Administrator | Every Monday at 9:00 AM | channel |
every month | Actions by Employee - Monthly | Top 5 names and scores for each linked SaaS | Member,Administrator | Monday of the first week of each month at 9:00 AM | channel |
every week | follow-up | If there are project members whose activity in the last week has dropped significantly compared to the past | Administrator | Every Monday at 9:00 AM (only if eligible members are present) | DM |
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