What can I learn from this page? | How to install Culture Amp for Slack to enable notifications, sync users, customize messages, and more. |
Who is this guide for? | Account Admins |
In this guide we will explore how an Account Admin User can install the Culture Amp app for Slack so employees can receive notifications, and access Culture Amp features straight from Slack.
Notes about the Slack app
Within a Slack Subscription, you can have multiple workspaces however it is only possible to integrate with one workspace at a time.
The Slack app is for Engagement and Performance customers. We've designed unique features for each.
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.
Culture Amp is a Workspace specific App. Accounts will not be able to integrate Slack at the Enterprise Grid level and will need to integrate at the Enterprise Workspace level. If Accounts attempt to install at the Enterprise Grid level, they will be shown a `scope_not_allowed_on_enterprise` error message.
Step 1: Install Culture Amp App for Slack
The Culture Amp Slack app can be installed by an Account Admin user following the below instructions:
Get started: Go to Settings > Account: Notifications > Get started
Install the App: Select Install and follow the prompts to install the app
Allow Access: Select Allow to allow access
Finalize Installation: Select Submit to finalize the installation
📌 Note: The app may require pre-approval by your Slack Workspace App Manager, depending on your Slack Workspace settings. See if Culture Amp is listed in the approved apps for your Slack workspace. If the app does require pre-approval before installation, you will be prompted to request approval from your App Manager during the installation.
Get Started
Install the App
Allow Access
Submit to Finalize Installation
Step 2: Sync Users
In this stage of the process, Culture Amp syncs with Slack to sync users. When these systems sync 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.
The integration will automatically attempt to match the email addresses of new users, each night.
If a match does not exist, we will flag that employee so you can check their emails in each system and make updates accordingly. Go to Settings > Users page to see any unmatched users. A warning icon will appear next to the name of any users that do not have a successful match.
Step 3: Send a Test Notification
Once Culture Amp for Slack is installed, click Send Test Notification to send yourself a notification in Slack. You are the only person who will receive this notification.
Step 4: Enable Performance Notifications
Performance only
You can enable Performance notifications in Slack, allowing employees to receive notifications and give or request feedback directly within Slack. Just toggle on the Performance Notifications option to activate this feature.
Step 5: 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 use 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.
Go to the Communications tab.
Click Disable Slack for this survey.
Customize Messages (Engagement only)
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.
For Performance
Enable Anytime feedback
If your organization currently has Anytime feedback disabled, you must enable it in order for your organization to give and receive feedback in Slack. Just reach out to your coach or reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist to have it enabled.
📌 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
In July 2020, we launched a new version of our Culture Amp for Slack. If you installed our app prior to this date, update the app for your organization to get the latest features. Users will still receive notifications without updating to the latest version but will be unable to use the latest features.
Accept the New Scopes in Your Slack Directory
The administrator of your organizations Slack account first has to approve the new scopes for our app.
These scopes allow users to access shortcuts and commands within Slack such as “Give feedback” and “Request feedback.”
The Slack administrator needs to login to their Slack workspace dashboard and go Settings & Administration > Manage Apps > Restricted Apps and select Neko by Culture Amp. The Culture Amp app will live under "Restricted" if your Slack admin hasn’t approved the new scopes (last updated July 2020.)
There will be an option to approve or restrict the new scopes of the Culture Amp app for your workspace. Click Approve for workspace to enable the newest version of the Culture Amp app for Slack.
📌 Note: If you have previously installed the Culture Amp app but cannot find it in your workspace, it’s likely because your admin has removed it.
Step 2: Update and resync Culture Amp for Slack in your CA admin Dashboard
Once your Slack admin has approved the new scopes, uninstall and reinstall Culture Amp for Slack.
Go to Settings > Account: Notifications > Remove Slack
Add the Slack app by selecting Get Started
Select Allow
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. conversations.open to open a direct communication channel between our bot and the user.
3. chat.postMessage to send a direct message
💬 Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.