Integrate Slack with Zuddl

The Zuddl-Slack integration allows Zuddl to send notifications to a specific channel in your Slack workspace when attendees perform certain actions on Zuddl. Currently, Zuddl notifies you of the following:

1. Registration approval

2. New registration

3. Registrant attending the event

Install the app

Prerequisite

Before we begin the integration, ensure that you have the following:

1. A logged-in Slack workspace account.

2. A Slack channel to receive notifications from Zuddl.

It is recommended that you stay signed in before you start installing the app.

1. Go to your organizer dashboard.

2. Go to Integrations.

3. From the integration listing page, click View details on the Slack card.

4. On the Slack app details page, click Install app.

5. On the Slack authentication page, click on New authentication. This initiates the new authentication creation flow. If an account has already been added and you want to add another account, Click Add a new account.

6. Enter Your authentication name. Your authentication can be used to search your account from the list.

7. Click Create. If you aren’t already signed in, you would be taken through the sign in process.

8. On the permissions page, click Allow and grant all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.

9. Click Finish.

10. In the Slack channel tab, search & select the channel in which you want to receive the notifications. You can either choose a channel or specific profiles for receiving the notifications.

💡 Note: Notifications of all the events will be sent to the channel that is selected here. If notifications of a specific event have to be sent to its own dedicated channel, it can be selected in the Slack integration within an event.
If the channel selected in the global integration is changed, it will be effective in all the events where the global channel is in use.

11. Click on Save & next.

12. In the notifications tab, enable the required notifications.

💡 Note: Notifications enabled here will be sent for all events. If any notification has to be enabled/disabled for a specific event, it can be done in the Slack integration within an event.

13. Click Save. This completes the process of connecting your Slack workspace channel with Zuddl.

The following screenshot shows how the Slack notifications (registration and attendee joining) appear:

Editing the authentication

You can click the Edit option if you wish to change the channel or connect a new Slack account.

This takes you through the entire authentication flow again, where you can make changes.

⚠ If you archive a channel, the messages won’t be sent to Slack.

Event-level settings

You can also choose a dedicated Slack channel at the event level to receive notifications only for that event on a dedicated channel. 

To perform the event-level configuration:

1. Go to the dashboard for a particular event.

2. Under Integrations, click the Customize link on Slack integration. 

3. Under the Slack channel tab, choose the required Slack channel where the notifications will be sent and click Save.

4. You can also enable/disable a notification type under the Notifications tab.

5. Slack notifications can be completely turned off for an event, by disabling the top-right toggle in that event's Slack integration.

Approval notifications

This toggle is available only for non-ticketed events. To use this, attendee registration approvals must be enabled from Registration > Advanced settings > Registration capacity or the flow builder Advanced settings. Learn how to manage registration approval requests. The Slack notification with Approve and Reject button is shown below:

Once the organizer has taken the approval/reject action, the Slack notification is edited as 'Registration approved successfully' for approve action, 'Registration rejected' for reject action, or 'New registration pending for approval <#event name>' for pending request. The rejected/approved/pending registrants appear in the respective lists on the Approval page in the event dashboard.

When you approve or reject a request, the Zuddl bot sends a reply message as shown below:

Already approved

If a request has already been approved from the dashboard or from Slack itself by someone else, you will receive a message 'This registration has been already approved'. If you are not an organizer who is authorized to approve/reject a registration, then you will receive a message, 'Only event organizers can take action on this request'.

If, for your organization, both Slack integration and Slack+Salesforce integration are turned on, then you will receive the same notification twice. If some action is required, it can be taken on any channel. 

Monitoring data logs

Each activity that is captured on Zuddl is passed on to Slack by the integration. The integration logs page lets you monitor this process and check for any failed actions and retry sending data in case of a failure.
Learn more about integration logs.