Solutions Used
- The Demandbase Conversion Solution (Required)
- Slack (Required)
Overview
The Slack integration for the Conversion solution provides real-time web engagement metrics to specified account owners. Follow these steps to install the app.
Setup Steps
Step 1: Create a Channel
To associate the Conversion app with a Slack channel, create a new channel on your Slack team. Give it a name you will recognize such as #conversion. Only the person installing the app needs to join this new channel.
Step 2: Add the Conversion App to Slack
Go to slack-service.demandbase.com and click the Add to Slack button.
Step 3: Authorize
From the new tab on the Slack.com domain that opens, log in and select the new channel you created in Step 1. Then click Authorize to complete the install. You will be redirected back to Demandbase.com and the screen should say “Authorization Succeeded.” The app is now installed.
All users added during the initial onboarding process will automatically start receiving Slack notification from the Conversion app. Going forward, a sync will occur weekly in order to pick up new Slack users.