Slack Integration for Surveys

About the Surveys integration for Slack

The Slack Integration sends responses from Delighted Surveys directly to the Slack channels you select — making it easy to share feedback with your entire team.

You can set up two very different Slack channel notifications:

1	Response	Pass over a survey Response as soon as it is submitted — provided it meets the conditions you set
2	Event	Send a summary, known as a Digest, of the feedback you've collected over a selected period — ex. day, week, or month. See When will my Slack digest be sent?

About testing your Slack channel

Interested in an example? Click "Test" next to any new event you configure. Delighted will send an example that mirrors the questions and response formats associated with the survey you've integrated.

Here’s a sample response notification in Slack.

Connecting and authenticating the Slack integration

Get your results flowing into Slack quickly with this simple setup and authentication routine.

Adding multiple Slack Events

Return back to the Integration page at any time to add multiple Slack events — and to make edits and test your Delighted Surveys connection to you Slack channels. See Editing, testing, and deleting rules.

To complete the initial setup and authentication of the Slack integration:

1: Click "Integrations"
2: Select the "Slack" tile
3: Click "Connect"
4: You’ll be redirected to Slack. If you’re not already signed in, do so now
5: Make sure the appropriate Slack instance (company name) is listed on the screen. If not → change teams and choose the correct one
6: Review the information on the authorization screen → and click "Allow"; About your Connections

After you've connected to Slack, you’ll be directed back to Delighted Surveys. In the Connections section, you'll see all the active, Published surveys currently in your Delighted Surveys account.

To see how to connect your Surveys using Slack rules, jump to the next section.

Connecting to Surveys and setting up rules

After the initial setup, adding new rules and syncing additional feedback to your Slack channels is routine.

To add surveys and new Slack rules:

1

Click "Edit" → appearing adjacent an existing published survey

2

Select "Add a rule"

3

Choose either a Response-based rule or an Event-based rule → and select your requirements. Here are the details:

Response

Question — Choose whether you want all responses to trigger a notification, or just responses with a specific answer to one question

With response of — If you choose a specific question in the option above, you'll be able to pick the answer choice that will trigger a notification here

Send to channel — Type the channel you want to send notifications to → (ex. #my-channel)

Event

Type — This will be Digest

Frequency — Choose Daily, Weekly, or Monthly

Send to channel — Type the channel you want to send notifications to → (ex. #my-channel)

4

Make your selections → enter your Slack channel → and click "Save rule"

Response
Question — "How did you hear about us?"
With response of — "Instagram"
Send to channel — "#slack-testing"

Your channel name should look similar to #channel-name. Be sure to include the exact spelling.

5

Click the "Disabled" toggle to enable the integration → which turns green, as in Go!

6

Click "Test" → to test the link to Slack

7

Peek in Slack and see what came through! (This will be test data, not real data from your survey.)

Sending responses to Private channels

In certain scenarios, the type of feedback you're collecting may be sensitive (ex. internal employee feedback). Syncing Surveys feedback to a Private channel in Slack can be a good bet.

In order to sync feedback, go into each private channel in Slack and add the Delighted app. (Look below for a set of instructions to get you started.)

This process must be repeated for each private channel.

To sync feedback to a Private Channel:

1: Navigate to your private channel in Slack
2: Click on the profile image / count of channel members in the upper right-hand corner of the channel
3: Click "Integrations"
4: Click "Add an App"
5: Search for Delighted
6: Click "Add" → to add the Delighted app to your private channel

When will my Slack digest be sent?

When you turn on your Slack digest, a sample digest will be sent the following day. Future digests will be sent even if there are no new responses to report.

Specifically, digests will sent:

Every morning, if you select "Daily"
Every Monday, if you select "Weekly"
The first weekday of the month, if you select "Monthly"

Adding, testing, editing & deleting rules

Adding and Testing

To add and test additional Slack digests and rules:

1: Reopen your Slack integration → and click "Edit"
2: Select "Add a rule" → (ex. we'll choose "Event")
3: Make your "Type" and "Frequency" selections → (ex. we'll choose "Digest" and "Weekly")
4: Enter your Slack channel → and click "Save rule"
5: Click "Test"
6: Jump to Slack and sample your new Slack rule to see what your Digest or Response event will look like going forward

Editing rules

To edit Slack rule settings:

1: Reopen your Slack integration
2: Choose "Edit" → to the right of the survey's tile
3: Select "Event" or "Response" → on the "Edit rule" model as needed
4: Change your "Frequency" selection → and click "Save rule"

Deleting rules

To delete a Slack Digest or Response event:

1: Reopen your Slack integration → and choose "Edit"
2: Select "X" → at the right of the rule
3: Choose "Yes, delete rule"