Workspace Channel Integrations
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      Integrate Slack with Engagedly

      Table of contents

      1. Introduction
      2. Integration
      3. Connection
      4. After integration

      1. Introduction

      Slack is a collaboration platform that serves as a workspace channel for teams within organizations.

      Integrating Slack with Engagedly allows employees to interact with messages directly in Slack. The messages are actionable, including interactive elements, enabling employees to perform actions without leaving the Slack platform.

      2. Integration

      Admin must contact our support team to enable Slack integration with Engagedly for their organization. The integration allows all employees to connect their Slack and Engagedly accounts.

      3. Connection

      After integration, all employees can connect their Slack and Engagedly accounts.

      Prerequisites

      • Access to Engagedly and Slack applications.
      • Slack must be enabled for the organization.

      Navigate to your Engagedly account.

      1. Click your profile picture at the top right and select Manage Profile.
      2. Navigate to the INTEGRATIONS tab.
      3. Click CONNECT for the Slack application.

      Slack1

        4.   In the Slack log-in window, type the name of your workspace and click Continue.

      Your Slack account is successfully integrated with your Engagedly account.

      You can disconnect the connection anytime if required.

      Follow steps 1 and 2 and click DISCONNECT for the Slack application.

      4. After integration

      After integrating with Engagedly, employees receive Slack notifications for specific events in Engagedly modules such as Social, Goals, Team Pulse, Feedback, Surveys, and Meetings. They can also take relevant actions directly within Slack.

      Engagedly

      Slack

      Module

      Event/Action

      Dynamic notification (perform action)

      Static notification

      Social

      When others share

      • Status
      • Ideas
      • Help
      • Knowledge
      • Like the post
      • Remove your like from a post
      • Comment on the post
      • Upvote, downvote, and comment on ideas

      The post owner receives a notification if anyone

      • Likes the post
      • Like a comment
      • Upvote an idea

      Goal
      • When the admin or manager nudges employees
      • When you are mentioned in a goal
      • When your goal is aligned
      • Check-in reminders
      • When others are added to the goals discussion
      • When the admin, manager, or assigner nudges you
      • When an admin nudges a manager about their direct reports' goals
      • Mark a goal as contributing
      • Add comments and key results to a goal
      • Check-in the goal
      • Manager can add comments about their direct report’s goals
      Learn more about Notifications in Goals.
      • When the goal or key result status is edited and updated
      • When the goal or key result status is deleted
      • When the goal or key result is assigned
      • When the goal assigner is changed
      • When the key result owner is changed
      • When the admin or manager nudges the goal owner
      • When you are mentioned in a goal
      • When the key result is converted to a goal
      •  When your goal is aligned
      • When the manager unaligned your goal
      • When your goal is followed by someone
      • When the goal is locked and unlocked
      • When the goal is archived and marked active
      • When the manager marked a goal contributing to your goal
      • When the manager removes the contributing goal

      Team Pulse
      • When team pulse is due for employees to submit responses
      • When direct report’s submit responses
      • When managers submit their review for direct report’s
      • Employees can submit responses
      • Manager can review their direct reports’ responses
      • When the admin launches the team pulse
      • When the admin or manager nudges

      Feedback
      • When others requested feedback
      • When anyone is praised in the organization
      • Share feedback
      • Comment on the feedback
      • View praise
      • Like praise
      • Comment on praise
      • When anyone likes your praise

      Surveys
      • When analytics is available
      • When a new assignment is created as per the recurrence set
      • When you are added as a co-author
      • When you are assigned a survey
      • When you are nudged to complete the survey
      • When employees completed the survey
      		 NA
      • Analytics is available for admins
      • A new assignment is created as per the recurrence set
      • You are added as a co-author
      • You are assigned a survey
      • Admin nudges you to complete the survey
      • Employees completed an assigned survey

      Meetings
      • When you have an upcoming meeting and need to review and add discussion points
      • When you are requested to review the meeting
      • When the organizer or other participants nudge you
      		 NA
      • Review an upcoming meeting and add discussion points
      • Review the meeting
      • The organizer or participants nudge you

      Slack and Engagedly integration enhances employee engagement and productivity by streamlining workflows and minimizing the need to switch between applications.