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Slack Integration for UserGuiding Surveys
Slack Integration for UserGuiding Surveys

Track and get notified for Survey responses via Slack.

Alican avatar
Written by Alican
Updated over a week ago

Overview

Slack integration of UserGuiding is a simple way to get instant notifications when a user submits a Survey.

When it's active, UserGuiding posts real-time responses as messages to a Slack Channel you have, allowing you to keep a close track of customer satisfaction levels and feedback.

What do you need to activate Slack Integration?

First, to successfully integrate, Slack should be a product that you've been using. Slack allows you to create Incoming Webhooks URLs as a simple way to post messages from apps into Slack.

They look something like this:

https://hooks.slack.com/services/T00000000/B00000000/XXXXXXXXXXXXXXXXXXXXXXXX

You need to create a new Webhook URL to enable Slack Integration and get notified about Promoter Survey responses from UserGuidingπŸš€

While creating, you will be able to pick a Slack channel that UserGuiding will post to.

Enable Slack Integration for Surveys

You can enable this integration by using the toggle within the Integrations Tab under the Settings Section.

  • Turn the toggle on

  • Enter the Incoming Webhook URL from Slack into the opening popup.

  • Click Complete Integration, and that's all! πŸ™Œ

⚠️ If you don't have an active Survey yet, spare a minute and activate it. To learn more about Surveys, check here.

Survey Response Tracking via Slack

When enabled, UserGuiding will send your customer's responses, given to your active Survey, to your Slack Channel.

Survey responses consist of a score and a follow-up answer to your feedback question. The latter is optional; users will either give you a score or a score and written feedback.

How to know the end-user who gave you a Promoter Survey response?

If you send additional data to UserGuiding via User Identification, you can detect the customer who has given you a particular score and feedback.

User Identification allows you to send us user ids that you generate for your users to have persisted user data in UserGuiding.

This way, you can target end-users based on their data status, such as sending follow-up emails and sending shootouts based on their NPS score.

If you'd like to learn more about interpreting the Survey data with UserGuiding, check Monitoring the Survey Results.

Important: Note that the user ID given above is a random number expected to be generated by you for your end-users.

Survey Events

Survey Question Answer (Score)

If user identified:

πŸ’­ [New] Survey Question Answer (Score):
-> User ID: USER-ID
-> Survey Name: Survey Name
-> Survey Question: How likely are you to recommend this product to a friend or colleague?
-> Score: 10

If user NOT identified:

πŸ’­ [New] Survey Question Answer (Score):
-> Survey Name: Survey Name
-> Survey Question: How likely are you to recommend this product to a friend or colleague?
-> Score: 10

Survey Question Answer (Emoji Score)

If user identified:

πŸ’­ [New] Survey Question Answer (Emoji Score):
-> User ID: USER-ID
-> Survey Name: Survey Name
-> Survey Question: How would you describe your experience with our product using emojis?
-> Emoji Score: Positive

If user NOT identified:

πŸ’­ [New] Survey Question Answer (Emoji Score):
-> Survey Name: Survey Name
-> Survey Question: How would you describe your experience with our product using emojis?
-> Emoji Score: Positive

Survey Question Answer (Choices)

If user identified:

πŸ’­ [New] Survey Question Answer (Choices):
-> User ID: USER-ID
-> Survey Name: Survey Name
-> Survey Question: Which of the following options best describes your role?
-> Choices: Option 1,Option 2

If user NOT identified:

πŸ’­ [New] Survey Question Answer (Choices):
-> Survey Name: Survey Name
-> Survey Question: Which of the following options best describes your role?
-> Choices: Option 1,Option 2

Survey Question Answer (Feedback)

If user identified:

πŸ’­ [New] Survey Question Answer (Feedback):
-> User ID: USER-ID
-> Survey Name: Survey Name
-> Survey Question: Please provide any comments or feedback regarding your experience with our service.
-> Feedback: User's feedback

If user NOT identified:

πŸ’­ [New] Survey Question Answer (Feedback):
-> User ID: USER-ID
-> Survey Name: Survey Name
-> Survey Question: Please provide any comments or feedback regarding your experience with our service.
-> Feedback: User's feedback

Disable Slack Integration for Surveys

You can disable this integration by using the toggle within the Integrations Tab under the Settings Section.

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