Slack

Sync your warehouse with Slack and push business metrics and user activity data to Slack in real-time

Overview

With the Slack destination, Hightouch can serve as a notifier for various changes. This is a very flexible integration, but here are a few example use cases:

1. Notify your customer success teams when product usage for a key account suddenly drops
2. Notify an account executive when product usage surpasses a certain threshold
3. Send a daily summary of the number of sign ups, compared to the same day last month
4. Send a daily summary on the adoption of a core feature

Slack Error Alerting

To set up Slack as your error alerting tool, see the Slack section of Error Alerting

Setup

Use OAuth to connect Slack by navigating to Destinations > Create New > Slack. Click "Connect" and log in with your desired Slack account. Once you have selected your desired workspace, click on "Allow" and it will bring you back to Hightouch with an "Authorization successful" screen. Finish your setup of this destination by clicking the continue button and naming your Destination.

Add Hightouch bot to channels

In order for Hightouch to message your channel, you need to ensure the bot is invited to the channels. Follow the steps below to add the bot to your channel.

1. Go to channel, next to the name select the drop-down button

   

2. Select Integrations

3. Select Add Apps

   

4. Search or look for Hightouch

   

5. Select Add next to the Hightouch app name

   

Sending Slack Messages (Added / Removed)

Hightouch supports sending messages based on rows that have been added or removed since the last sync run. Each row is sent as an individual message and can be sent to different channels and templated with Liquid.

Message formatting is best when the following conditions are met:

1. You want to write a query, and have Hightouch detect the added and removed rows
2. You want a custom message sent per each added and removed rows

Channel Selection

Hightouch supports both sending messages to a specific channel that the Hightouch bot is part of, or by pulling the channel ID each row. Enable the "Use column" toggle in order to dynamically set the target channel.

Added and Removed Messages

Hightouch allows you to template the content you would like to send in your message.

• When a row is added in your query results, Hightouch will send the row added content.
• When a row is deleted in your query results, Hightouch will send the row deleted content.

This content can be templated and also supports Slack block kit.

Sending Slack Messages (All Results)

The batch message mode is similar to the normal message mode, except it sends all rows in the query results rather than only added / removed rows since the last sync.

This mode also allows you to specify how many rows are sent per message, which can range from 1 to 20. With 1 row per message, it would be similar to the message mode, whereas 20 rows per message would be similar to a tabular representation.

This format is good for the following scenarios.

1. You want to write a query, and have Hightouch push a message containing all rows, formatted as a message, to Slack
2. You don't want Hightouch to detect added and removed rows, but instead want to send all rows on each query run

Channel Selection

The batch message only supports sending your messages to a single channel.

Header, Body, and Footer Content

For each message, Hightouch allows setting the header, footer, and row content. Only the row content is required. The row content is repeated per row in the message and has access to the row values via templating.

This content can be templated and also supports Slack block kit.

Templating Messages

Liquid Templating

For both the message and batch message modes, Liquid templating is supported. The most important implication of this is that columns from the added or removed row can be accessed as part of the message body. Here is an example message making use of Liquid to insert a column into the message.

User with name {{ name }} and email {{ email }} has signed up

Tagging Slack Users (@...)

Hightouch supports tagging users by either their Slack user ID (if you have it in your warehouse) or by email.

• Tagging by User ID: tag by user ID by writing <@{{ userId }}> where userId is the column that contains the user's Slack ID, just as using Liquid templating. If the userId is a static value, you can write something like <@UL53466SY>.
• Tagging by Email: tag by email by writing <@{{ email | slack_user_lookup }}> where email is the column that contains the user's email used in Slack. If the email is a static value, you can write something like <@{{ "example@gmail.com" | slack_user_lookup }}>.

Unfurling Links and Blocking Unfurl

By default, Slack automatically unfurls (displays a preview) URL links in your messages. To prevent automatic unfurling, surround the URL with backticks, for example:

https://www.hightouch.com/

(Note: The backtick is usually located above the tab key on the left-hand side of the keyboard).

Formatting Text for Slack App Surfaces

Slack provides an extensive guide to formatting surfaces in Slack apps. Please see the guide for instructions on how to:

• Format text
• Insert emojis
• Mention users, groups, and channels
• Format dates, quotes, and lists

Slack Block Kit

To enable Slack block kit, select "Slack Block Kit" for the content type. Make sure to use Slack's Block Kit Builder to draft your message content.

Each message content must be an array of Slack blocks, here is an example of a valid configuration.

The "Preview Block Kit" button next to your message content allows you to view your content as a Slack message, here is an example of the block kit rendered.

Table

Table formatting sends all of your query results formatted as a text table as messages to Slack. This mode is recommended only for small sets of data.

This format is good for the following scenarios.

1. You want to write a query, and have Hightouch push a message containing all rows, formatted as a table, to Slack
2. You don't want Hightouch to detect added and removed rows, but instead want to send all rows on each query run

Channel Selection

The batch message only supports sending your messages to a single channel.

Customizing Bot Appearance

Hightouch also allows you to set how the bot is displayed when sending the update. This can be configured with the following fields

Keep in mind that users in the channel will still be able to see that the bot is Hightouch by clicking on it.