Share Dashboards, Alert Feeds and Opp Health Views with yourself or members of your team, or broadcast them to the same channels already built for your team or leadership group. Below we've outlined the process for Authorizing Slack and setting up your first Slack distribution, as well as some important best practices!
The first thing you will want to do is Authorize Slack from your Atrium Dashboard. While we are still working on the functionality to allow authorization in Slack, the following guide will be useful.
To begin, you will start by navigating to the dashboard you would like sent to Slack.
Once on the Dashboard, click the three-dot menu in the top right that looks like "..." and there you will see
From there, you simply need to select the frequency and time at which the Slack notification should be sent, as well as which individual(s) or channel you would like for the dashboard to be sent to.
As an example, every Monday morning our CSM team huddles to discuss goals for the week. We have a dashboard purpose-built for this meeting, and we've made a video setting up the notification for this Dashboard in Slack, which will also show you how to Authorize Slack -
As you can see, it's as simple as setting up Email Dashboard Notifications!
The authorization step only takes place when you set up your first Dashboard Notification, and once done you will receive an email that looks like this -
Ready to get started? AUTHORIZE SLACK HERE
Slack Authorization Roadblocks
Depending on your organization's Slack security measures in place, you may not be able to install the Atrium Slack App without assistance from a Slack Workspace Owner. That is due to the settings depicted in the screenshot below that prevent Apps from being installed without approval-
This means a Slack Workspace Owner is required to toggle the Require App Approval button to off every time an Atrium user would like to install the Atrium Slack App and then toggle it back to on once installed.
While we cannot direct you to a Slack Workspace Owner within your organization as we do not see that info, we recommend connecting with your management if you encounter a problem installing the Atrium Slack App and they will be able to determine whether the issue is related to internal security measures, or there may be something else that requires Support assistance.
Once you've connected with a Slack Workspace Owner and they have approved Atrium App installation, your organization can change this setting for your organization to not require app approval at the following URL: https://YOURSLACKDOMAIN.slack.
Changing/Cancelling Slack Notifications
Making any changes or cancelling Slack Notifications that have been set up are as simple as following the steps above to navigate to the Notifications menu and adjusting from there. We've made another video with those steps -
Slack Notification Best Practices
Dashboard Notifications on your Slack can be a great tool to connect with your team in real time, as well as a way to recognize the successes high performers. For example, our Sales team has a Slack notification set up for their Emails, Meetings and Opps Dashboard in their Sales Channel, so they can discuss during their weekly check in -
Just like email, you can have Dashboard Notifications sent daily or a certain set of days, weekly, monthly, or quarterly, and you choose the time they should post.
We also recommend that Slack Notifications be limited to Dashboards with six or fewer cards, as any more than that can cause Slack to look very cluttered. Your more robust dashboards we recommend sending via email.
Finally, there can be a delay between an event and when Atrium receives data about it. To include data from a specific time (i.e. an entire work day), send your email several hours after that time. (i.e. late that evening or the next morning).
P.S. If you have a dashboard with more than 6 cards or simply feel an email notification would best serve the team, check out this article here on how to edit and send email Dashboard notifications!
Ready to get started?