Create or Customize Slack Alerts

Context

Slack alerts deliver information about who’s engaging with your website. They enable sales reps to follow up on sales insights about anonymous and known visitor web engagement quickly, increasing the odds that they’ll get a response from their personalized outreach.

Sales reps can customize the alerts by including or excluding accounts and excluding specific web pages. This allows them to focus on the highest value or most relevant account web visits, without getting inundated by constant alerts.

Since Slack Alerts are based on auto-create account list settings like Email Snapshots, Demandbase automatically delivers them to account owners. To customize your alerts, see Steps: Customize Slack Alerts. You can include or exclude accounts or exclude web pages that you don't want to receive alerts for.

If you disabled the automatically created alerts and change your mind, or if you didn't have auto-create account list toggled on, you can also create alerts manually. See Steps: Manually Create Slack Alerts.

Important: 

• Known web visitor information is available only if you have a marketing automation system (MAS) integrated.
• The details displayed in the Slack Alerts for known web visitors, including misspelled, incorrect, or missing names, is based on information from your integrated MAS.

Prerequisites/Preparation

Before proceeding, ensure your Admin completes the following:

• Set up the Slack integration.
• Enable Auto-create account list.

Add the Demandbase Slack app. To add the app in Slack, scroll down to Apps and click Add apps to search for and add Demandbase.

Steps: Customize Slack Alerts

1. In Slack, go to Apps > Demandbase to see your alerts.
   Tip: To see the most recent alerts, click the new message notification.
   
   
2. To customize your alerts, click Preferences in any alert.
   
   Demandbase opens to the Edit Slack Alerts page, which shows the accounts that you currently own.
   Tips:
   - If you don’t have Demandbase open, you may need to log in.
   - You can also access this page in Demandbase. From the left navigation bar, by going to Settings > My Profile > My Subscriptions and click the Edit Subscription icon in the Actions column.
   
   
3. In the Manage account tab, include or exclude accounts by toggling them on or off from the Slack Alerts column. This allows you to focus on the accounts that matter most to you.
   Tip: You can use the Search field to find accounts or you can click through the pages.
   
4. In the Manage web pages tab, do the following to add web pages that you want excluded from Slack alerts.
   a. In the first field, select the operator that applies to the position of the URL string that you want to exclude: Contains, Begins With, or End With.
   b. b.In the second field, select or enter part or all of the URL string or strings that you want to exclude. For example, enter careers to exclude career pages.
   c. (Optional) To use more than one operator to exclude pages, click + Add More.
   
5. Click Save.

Outcome: Customize Slack Alerts

You can expect to see your list updated within the next few alerts that you receive.

If you don’t receive your Slack alerts as expected, check to see if you have a subscription at Settings > My Profile > My Subscriptions. If you subscription is not set up, see Steps: Manually Create Slack Alerts.

Also, ask your Admin to make sure that Auto-create account list is enabled.

Steps: Manually Create Slack Alerts

1. From the left navigation bar, go to  Settings > My Profile > My Subscriptions.
2. Click Create Subscription.
3. In the Create New Subscription window, enter the following:
   - Channel: Select Slack.
   - Report: Enter Website Visitor Alerts.
   - List: Select the account list with the accounts you want to receive alerts for.
   - Alert Suppression Interval: Select how often you want to receive alerts.
   - Start Date: Select when you want to start receiving alerts. Alerts are set to start Immediately by default.
   - End Date: Select when you want to stop receiving alerts. Alerts are set up to be Ongoing by default.
   
4. Click Save.

Outcome: Manually Create Slack Alerts

You can expect to start receiving Slack alerts within a few hours. If you need to customize the accounts or web pages you receive alerts for, see Steps: Customize Slack Alerts.