Integrate Slack

  • Updated

Integrate Optimizely Content Marketing Platform (CMP) with your Slack account for an automated feed of notifications, ensuring you always know what needs to be done.

Receive notifications in Slack and launch into CMP. The integration supports the following notification types:

  • An asset or folder was shared with you
  • A campaign or task was shared with you
  • A step (in a workflow) was assigned to you
  • You were @ mentioned in CMP
  • Your step in a task became active

To installing the app:

  1. Go to Slack Integration and click Install. 

    See also Slack Integrations. If asked to login, use the same email address you use for both CMP and Slack.

  2. Click Allow to allow permissions.

    Slack-2.png

Configuring your preferences

You can set preferences of which type of notifications you want to receive in Slack. In Slack, go to Home > Notifications. 

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For notifications to be eligible for Slack to receive, you must have App notifications enabled in the Assignee Notifications view. All eligible notifications are highlighted by the External column.

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Each notification type triggers a message to you in Slack, each time the action becomes true. 

Notification type Category Description
Campaign/Task shared with me Direct Share Notifications Notifies you when a campaign/task is shared with you
Asset shared with me Direct Share Notifications Notifies you when an asset or folder is shared with you
Step assigned to me Assignee Notifications: Task Notifies you when a step on a task is assigned to you or your team
Step requires action Assignee Notifications: Task Notifies you when a step requires your action
Upcoming step due date Assignee Notifications: Task Notifies you when it is 24 hours before your step due date
Work request assigned to me Assignee Notifications: Request Notifies you when you are assigned to a work request
New comment @-mentioning me or my team Assignee Notifications: Comment Notifies you when you are @-mentioned in a comment

Some organizations prevent the installation of apps within slack for their users. If this is the case, ask your Slack Workspace Admin to approve the app before you can install it. See Manage App Approval in the Slack Help Centre.