Overview
All Hearken users have the ability to receive email notifications when new submissions are received. If your organization uses Slack for office communication, you can also configure your Hearken EMS to send those notifications directly to a Slack channel in real time.
You can send all submissions you receive to a single Slack channel, or if you are using multiple embeds for multiple different projects or series, you can divide the notifications into separate channels based on the lists or automatic categories they've come from.
Step 1: Setting up a Slack Webhook
To set up Hearken response notifications in Slack, open your web browser Slack and login to the team where you would like to receive the messages. Once logged in, click on your team name in the upper left corner to drop down a menu, then select Customize Slack. Then, click Menu at the top left of the page, and select Configure Apps. That will open Slack’s App Directory in your browser. Click Browse. In that search bar, type in the word “webhooks”, then select the Incoming Webhooks option from the dropdown menu.
On the Incoming Webhooks page, click the Add Configurations button.
The next page allows you to pick which channel you would like your notifications to appear in. You can choose from an existing channel or create a new one for this purpose by clicking create new channel.
Note: If you're planning to send notifications to multiple different channels, just pick one channel as your default at this stage. Later, you can fine tune where each embed's notifications will go from the Hearken EMS.
After you’ve selected or created a channel, click the Add Incoming WebHooks integration button.
On the next page find the Webhook URL just under the Setup Instructions header. Copy that URL.
Step 2: Hearken Notification Settings
In another tab or window, open your Hearken EMS. Hover your cursor over the Hearken logo in the upper left corner and click on the Slack Notifications link from the dropdown menu. On the Notification Settings page, paste the URL you copied into the field entitled Slack Notification Webhook URL and click Save.
Note: You only need a single Webhook URL, even if you're planning to send notifications to multiple different channels.
Step 3a: Sending all notifications to one Slack channel
If you want every notification from Hearken to go into a single Slack channel, then all you have to do is click Add New Notification, check the box that says Notify When Any New Response Created for [Newsroom] and click Save. You already set the channel you wanted your notifications sent to in your Slack settings, so you do not need to enter anything in the Slack Channel to Notify field.
Step 3b: Sending notifications to multiple different Slack channels
If you want each list's notifications to go to a different Slack channel, you will need to create a different notification for each list. Click Add New Notification and check the box next to the embed's associated list. (It should have the exact same name as the embed.) Then enter the name of the Slack channel where you would like to send that embed's responses and click Save. If that channel doesn't exist yet, you'll need to create it in Slack.
You can set up Slack notifications for automatic categories the same as you can for lists:
Test your Slack integration
If you’d like to test your new integration, you can enter enter a new response through one of your forms and see if a notification pops up in your chosen Slack channel.
If you need help configuring your Slack integration, get in touch via Intercom or email: support@wearehearken.com