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NPS for Slack

Overview

Pendo’s NPS for Slack allows you to see real-time NPS responses directly in Slack. Send notifications to a channel of your choice. Then, configure custom metadata for more informative summaries to help you action on the responses.

How to enable it for your account

You will need the following permissions to set it up:

  • Admin permission to your Slack account
  • Admin permission to your Pendo account

How to set it up

Step 1. Navigate to the Integrations section of your Pendo subscription. slackInt.png

Step 2. Choose “NPS for Slack” addSlack.png

Step 3. Choose “Add to Slack.” Once you click on this, it will redirect you to your primary team via slack.com.

note: If you don’t have Admin permissions on your Slack instance, you will get a message letting you know you will need to contact your Slack admin to set this up.

unauthorized.png

Step 4. Choose the Slack channel you want responses to populate and select “Authorize.” authorize.png

After you click on “Authorize,” you will be brought back to your Pendo subscription and shown a message that your integration is setup.

Configure Your Message Summary

After authorizing the integration, you can configure your slack messages using the metadata values from Pendo. To do this, use the following steps:

Step 1. If you navigated away from the Integrations section of your Pendo subscription, go back to the page. slackInt.png

Step 2. Choose “NPS for Slack” again. This time, you will see configuration options now that Pendo has been authorized for Slack. configureMetadata.png

Step 3. Add your desired Visitor and Account metadata you wish to receive in your Slack message. Here is a list of example metadata you might choose if you have these metadata fields configured:

note: Visitor and Account IDs are required fields in your Slack message summary.

Step 4. Before you confirm your metadata options, click on "Preview" at the top to see an example of your Slack message. preview.png

Step 5. When you’re ready, “Save Settings.”

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