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Integrate Culture Amp with Slack


This article guides Admins on how to install our Slack app for your organization. 

NOTE: In July 2020, Culture Amp released an update to the Culture Amp app for Slack introducing new features. If you already have the app installed, you must do a one-time update of the app from within their Culture Amp account settings to receive the new features. 

Notes about the Slack app

  • The Slack app is for Engagement and Performance customers. We've designed unique features for each. 
  • Culture Amp customers using our US Data Center are able to sign in to Culture Amp app for Slack. An EU version of our Slack app for our EU Data Center customers will launch in the near future.
  • For Engagement, only survey communications will be delivered via both Slack as well as email for any future survey that you launch. Reminders are only sent to people who have not submitted their survey yet.
  • For Engagement, Slack notifications are translated into all our supported languages and can be customized.
  • At this time Performance notifications and reminders cannot be customized. 
  • Employees with an active Culture Amp account, an active Slack account, and matching emails across both these accounts will receive survey invites and reminders via Slack and email.
  • Employees that only have an active Culture Amp account (or non-matching emails) will continue to receive the standard email communications that you expect from Culture Amp. 

Ready to integrate Culture Amp with Slack to bring feedback and insights into the flow of work for your teams? In this article, learn how to: 

  1. Add the Culture Amp app to your Slack app directory
  2. Sync Slack and Culture Amp
  3. Customize messages and manage which users receive messages
  4. Update to the latest Culture Amp app

Step 1: Add the Culture Amp app to your Slack app directory

NOTE: The Slack integration must be set up by an Account Admin for your Culture Amp account.

To get started, go to settings-24px.svgAccount Admin Notifications > Add Neko to Slack.

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What if I'm not a Slack Admin? 

You may need approval from the administrators on your company's Slack account to successfully configure Slack integration. If you are unsure whether or not you need approval, simply select I don't have admin access/I'm not sure, click on the Next step button, and follow the prompts on the next screen.

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Select a role that best describes you

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Follow prompts to receive approval for app installation 

Configuring Slack Integration if you're a Slack Admin

If you are a Slack administrator, you can add the app to your account independently. Go to settings-24px.svgAccount Admin Notifications > Add Neko to Slack.

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Upon selecting Iā€™m an administrator on [Your Company's] Slack account and the Add Neko to Slack button, you will be presented with the screen below. Go ahead and authorize the integration!

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That's it! Once everything is set up, you'll see a confirmation screen and can even send yourself a test message in Slack to see how the app will communicate with your employees. 

 

Step 2: Sync Slack and Culture Amp 

Once Slack integration has been successfully configured, you will be redirected back to Culture Amp to the Notifications section of Account Admin settings. 

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šŸŽ‰ Slack and Culture Amp will now sync automatically. šŸŽ‰ 

 

When these systems sync, Culture Amp will display the total "matches" found. The Culture Amp platform will attempt to "match" a corresponding Slack user by email address. Users are considered "matched" if an exact match of their email is found in both systems. These "matched" users will be able to receive survey messages via Slack. If a match does not exist, we will flag that employee so you can check their emails in each system and make updates accordingly.

Any users that do not have a successful match will have a warning icon next to their name on the Users page.

neko.png

 

NOTE: You will need to manually sync Culture Amp and this integration in the future as new employees join your company. To manually initiate a sync between the two systems, simply to go to settings-24px.svgAccount Admin Notifications > Resync users.

Step 3: Manage + Customize Messages 

For Engagement

Manage who receives messages 

Once the integration is enabled on your account, Engagement survey communications will be delivered via both Slack as well as email for any future survey that you launch. You can view the default Slack messages or you can customize them. 

If you wish, you can deactivate Slack communications on individual surveys. To do so, simply:

  • Navigate to a survey in Draft mode.
  • Open the Settings tab.
  • Scroll down and select Turn Slack notifications off

There is also a Disable Slack for this survey link to remove Slack on the Communications page for a survey.

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Customize Messages (Engagement only) 

TIP: You can customize messages for survey invites and reminders for all Engagement, Lifecycle, and Effectiveness surveys. To get started, click on the Surveys tab and select the survey you want to customize, then go to Survey Launch Communications > Customize Slack messages.

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For Performance

Enable Continuous Feedback

If your organization currently has continuous feedback disabled, you must enable it in order for your organization to give and receive feedback in Slack. Contact your Customer Success coach to enable it or reach out to support@cultureamp.com. 

Manage who receives messages 

By default, Slack notifications for Performance are disabled. Reach out to our support team if you would like Slack notifications for Performance turned on for your organization. 

NOTE: Admins can turn notifications on and off for their entire organization, but not at a group or individual level. 

Update to the latest Culture Amp app for Slack 

Users will still receive notifications without updating their apps, but we recommend you update the app as soon as possible to get the latest features now and in the future. 

NOTE: This is a big update packed with cool new features. You should only need to do this once and all future updates will roll through without you having to lift a finger.

For existing customers who already have the Slack app installed, there are two ways to update the app for your organization, either from within Culture Amp or from with Slack. 

  • From Culture Amp, delete and reinstall the app via the account main page
  • From Slack, select the one-click update option to install the latest version of the app 

To delete and reinstall the app from within Culture Amp

  1. To get started, go to settings-24px.svgAccount Admin Notifications > Remove Slack
  2. Add the Slack app by selecting Add Neko to Slack 
  3. Follow the install process

To select the one-click update from with Slack 

  1. From Slack app settings, click the one-click update link to install the latest version of the app
  2. Select Allow to complete the update

Technical Info

The Culture Amp app for Slack is a bot, which means it has a special permission scope called 'bot'.

The list of allowed operations of a bot is listed in the "Limitation" section of this doc https://api.slack.com/bot-users.

Out of all those permissions, we use only 3 of them.

1. users.list to get a list of users that matches employees in our system.
2. im.open to open a direct communication channel between our bot and the user.
3. chat.postMessage to send a direct message



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