How do I post Splash updates to Slack?

Splash's DIY Slack integration enables the real-time posting of updates for newly created events, RSVPs, ticket sales, check-ins, and more!


Setting up the integration requires zero technical know-how — all you need is an active Slack account and enterprise access to Splash.

Step 1: Do you want to set up an organization- or event-level integration?

The first decision you want to make is if you'd like the integration to be setup across your Splash organization (you'll receive Slack updates for all events) or event to event (you'll receive Slack updates only for events you set up).

Note: If you'd like to set up an organization-level integration but exclude certain events from posting updates, just ask your Customer Success Manager.

The setup for organization- and event-level integrations require the same steps; the only difference is that event-level is set up on the event page rather than your account's Integrations Manager.

  • For Organization-Level - Simply navigate to your Integrations Manager.

  • For Event-Level - Go to your event page, click into the Form tab, and then enter the Integrations sub-tab.

*If you do not see the Integrations feature, just shoot your Customer Success Manager a note, and he/she will activate the features for you.


Step 2: Create a Slack Integration

  1. From within the Organization-Level or Event-Level Integrations Manager, click the New Integration button.



  2.  Select the option for Slack.


    Slack.png

  3. Next, assuming you're logged into Slack, a new window is going open, asking you to Authorize the integration. Hit the Authorize button.

    Authenticate.png




  4. Give your Integration a name (i.e. Slack RSVP); this is a label for you to refer to later.

  5. Choose a Trigger: Event or Attendee.

    Event triggers post updates for when a new event is created or deleted.

    Attendee triggers post updates for Invites, RSVPs, Ticket purchases, Unsubscribes, or Check-ins.

    Note: If you're selling tickets to your event (even free tickets), make sure you select the Ticket Purchased action.

  6. Select an Action you'd like Slack to update you on (i.e. RSVPs) — ONLY select one action. We'll talk about setting up additional actions at the end of this article.

    Steps 4-6 illustrated below.

    Integration_Name.png
  7. Insert the message you'd like sent to the Slack channel. Make sure you supplement it with emojis and dynamic tags!

    emojis - Slack's use an emoji syntax of :name_of_emoji: — check out the below example.

    dynamic tags - This is information about your guest or your event that you can insert into Slack messages:

    [contact.first_name]
    [contact.last_name]
    [contact.email]
    [contact.organization] 
    [user.first_name]
    [user.last_name]
    [user.email]
    [event.title]
    [event.domain]
    [event.event_start]

  8. Enter a username you'd like the updates to be sent from.

  9. Next — and this one's optional — you can customize the Slack avatar the messages will be sent from. This requires an image path URL, which can actually easily be generated in Splash

  10. Select the Slack channel you'd like your updates posted to.

    Steps 7-10 illustrated below.

    Integration_settings.png
  11. Save your changes then hit the Close button


  12. Turn your integration ON to begin testing!

    Screen_Recording_2017-03-09_at_05.25_PM.gif

Step 3: Setting new event/attendee triggers and actions

So, let's say you configured the first Slack integration for guest RSVP notifications but you also need updates when guests check-in and when new events are created.

By using the Duplicate feature, you can copy all that work you just did for RSVPs, choose a new trigger and/or action (Step 5), update the Slack message (Step 7), and voila — more Slack updates.

Repeat as many times as you to!

Duplicate.gif

 

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