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

Integrating Slack with Engagedly enables employees to receive actionable messages and perform specific actions directly within Slack.

2. Integration

Admin must contact our support team to enable Slack integration for their organization.

3. Connection

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

Prerequisites

  • Admin access to Engagedly and Slack applications.
  • Slack enabled for your organization.

Navigate to your Engagedly account.

  1. Click your profile picture at the top right and select Account Settings.
  2. Navigate to the Integrations tab.
  3. Click CONNECT for the "Slack" application.
  4. In the Slack log-in window, enter the name of your workspace and click Continue.

Your Slack account is successfully integrated with your Engagedly account.

Disconnect the connection at any time if required.

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

4. After integration

The integration keeps you informed with real-time Slack notifications and enables you to take action directly within Slack for specific events that occur in Engagedly.

Engagedly

Slack

App

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 reports submit responses
  • When managers submit their review for direct reports
  • 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