Slack alerts deliver information about who’s engaging with your website. They enable sales reps to follow up on sales insights about anonymous web engagement quickly, increasing the odds that they’ll get a response from their personalized outreach.
Salespeople can customize the alerts by including or excluding accounts. This allows them to focus on the highest value or most relevant account web visits, without getting inundated by noisy data constantly.
Because Slack Alerts are based on auto-create account list settings, similar to Email Snapshots, Demandbase automatically delivers them to account owners. See Steps: Customize Slack Alerts for how you to include or exclude accounts.
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 them manually. See Steps: Manually Create Slack Alerts.
- Set Up Slack integration. See Settings > Demandbase-Wide Settings > Integrations > Slack.
- Turn on Auto-create account list. See Settings > Analytics > Auto-Create Account Lists to make sure it’s toggled on.
Users: In the Slack directory, scroll down to Apps and add Demandbase.
Steps: Customize Slack Alerts
- In Slack, go to Apps > Demandbase to see your alerts.
- To see the most recent alerts, click Latest Messages.
- To change your alert preferences, click Preferences at the bottom of any alert.
If you don’t have Demandbase open, you’ll need to log in.
Demandbase opens to the Edit Slack Alerts page, which shows the accounts that you currently own.
You can also access the Edit Slack Alerts page from the left navigation bar, by going to Settings > My Profile > My Subscriptions and clicking the Edit Subscription pencil icon.
- To focus on the accounts that matter most to you, include or exclude them by toggling them on and off here. To find accounts, use the Search field or click through the pages.
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 > Analytics > Subscriptions or Settings > My Profile > My Subscriptions). If you don't, follow the steps below. Also make sure that Auto-Create Account Lists is toggled on at Settings > Analytics > Auto-Create Account Lists.
Steps: Manually Create Slack Alerts
- From the left navigation bar, go to Settings > Analytics > Subscriptions or Settings > My Profile > My Subscriptions.
- Select Create Subscription.
- In the Create New Subscription page, for Channel, select Slack, and for Report, select Real-Time Web Traffic.
- Select the Users you want to receive the alerts and click the right arrow > to move them to the Recipients box.
- In the Throttle box, select how often you want to be alerted.