Slack is the collaboration hub that brings the right people, information, and tools together to get work done. You can now use Outgrow's interactive content pieces which are designed for conversion and engagement to generate leads and then you can push the leads you have collected to Slack using our Outgrow - Slack native integration.
To set up the integration between Slack and Outgrow, here is what you need:
A. An Outgrow account (Freelancer and Essential plan include limited Integration comes with limited integration which allows you to sync lead details to Slack, Business and Enterprise plans include loaded integration which allows mapping all fields including questions and responses from a calculator, quiz or a poll to Slack.)
B. A valid Slack account.
C. A live Outgrow calculator, quiz or poll.
You can set up integration between Outgrow and Slack in some easy steps:
1. Log in to your Outgrow account and select a live content piece for which you want to set up integration with Slack. Once you are in the builder, navigate to the Integrations sub-tab present under the Configure tab. Under Integrations go to Native Integrations and then click on the Configure button next to Slack Integration.
2. Once you click on Configure, a pop-up window will open where you will have to authorize Outgrow to access Slack.
NOTE: Allow your browser to load pop-ups to proceed with the Slack - Outgrow integration.
3. Once you have authorized Outgrow to access Slack, you need to Proceed with Channel or Segment.
You can also toggle the Configure Visit Trigger button if you want to pass visitor details to Slack.
NOTE- If you just have access to Limited Integration, you will have access to the trigger, but you can only send data from the lead generation form or content fields (like Calc Name, etc.). So, if the visitor does not fill in any of these details, no information will be passed.
4. If you proceed with Channel, you can select a Channel on Slack where you would like to send the leads collected using Outgrow, and then click Install/Authorize to proceed.
You can choose to proceed with a segment.
In this case, you will have to select a segment from your content piece and a channel on Slack where you want your user information to be sent.
- After setting this up in either of the two cases, you can click on Map Fields.
After you are done with mapping, click on Test Connection>> Save Conditions and then Finish. Your Outgrow-Slack integration is now active. In Outgrow, an Active sign (Green Tick Mark) will be visible on Slack Integration.
NOTE- You can test if the integration is working fine by sending a test lead to Slack. If connection and mapping are successful you will see this test lead on your Slack channel selected earlier.
Once the integration is configured and is active, you can navigate to the Slack block to see more actions that can be performed on Slack integration after it has been set up.
Re-configure- In case your Slack credentials have changed or you want to connect Outgrow with a different Slack account, then you will have to Reconfigure your Slack integration to continue getting Outgrow leads in your Slack account. If you have collected some leads on Outgrow but don't see them on Slack then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected].
View Mapping- If you need to go over which fields you have mapped to configure your Outgrow-Slack integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.
Task History- This contains the list of all the leads sent to Slack. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed. If due to some error in connection your leads from a calculator or quiz have not been sent to Slack then you can Sync the leads to your Slack account after re-configuring. All the leads which were not sent to your account will be sent to Slack when you sync. If for some reason, even after syncing you do not see your lead on your Slack account then reconfigure once and then Sync.
Deactivate - In case you don't want to send leads from a content piece to Slack, you can simply deactivate it.
Feel free to reach out to us at [email protected], and we will be happy to help you out.
For every Outgrow interactive content you create, you will have to activate or deactivate the integration from the Configure section on the builder, in order to start or stop sending leads collected on Outgrow to Slack.
Updated almost 2 years ago