Slack Integration

Slack integration allows users to post ideas from directly within Slack. All posted ideas are sent to a designated challenge on your community. Authors can then get feedback and notifications on their ideas via Slack messages from Medallia Ideas.

ADMINS: Installing the Medallia Ideas Slack App to Your Workspace

Note: If you have already installed the Crowdicity app to your Slack workspace, you

must

uninstall it before following these steps. If you are experiencing any issues with setup, we recommend you uninstall the app and restart these steps.

The first step is to enter your Slack Team ID into your Medallia Ideas community. You must be an admin to do this.

  1. Finding your Slack Team ID

    Go to your workspace and click "Administration" -> "Manage Apps".

    Slack app > Administration > Manage apps option

  2. On the web page that appears, look at the URL. Your Team ID will be at the end of it.

    Slack URL ending in a 10-character code

  3. Configuring Medallia Ideas

    Go to "Community Settings" and then click the "Integrations" tab. The Slack integration settings are at the top.

    Slack integration: enabled, and Challenge for Slack Ideas set to "Ideas from Slack"

    Select "Enabled", and enter your Slack Team ID. You must also choose a challenge that you want all Slack-submitted ideas to be posted to.

  4. Click "Save changes" at the bottom.

Now you're ready to install the app to your workspace.

Important: Allow at least a minute before continuing, while the updated settings are applied.

After waiting for one minute, you can install the app by clicking the button below. Slack will confirm the installation with you.

http://crowdicity.com/slack/install

Using the Medallia Ideas Slack App

Once installed, the Medallia Ideas Slack App is very simple to use. To submit an idea, type:

/crowdicity [your idea]

Replacing [your idea] with a description of your idea.

You'll then be invited to confirm the idea, and add a title if you want. The idea will then be sent to Medallia Ideas.

If you're a first-time user of the app, you'll be invited to connect your Slack and Medallia Ideas accounts by following some simple on-screen prompts.

Managing Notifications

After your idea has been posted, you may receive notifications from Medallia Ideas about how the app is doing. You'll be notified about comments, votes and other interactions on the idea. You can manage how Medallia Ideas notifies you by managing your preferences in Medallia Ideas. Alternatively, you can get a direct link to your notifications settings by entering the following command:

/crowdicity notifications

Getting Help

You can view help information about the app in Slack by entering:

/crowdicity help

You can view the Crowdicity privacy policy here (https://www.medallia.com/legal/privacy-policy/).