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 only of the following attendee actions:
- Attendee registration
- Attendee checking into the event (joining for the first time.)
Install the app
Prerequisite
Before we begin the integration, ensure that you have the following:
- A logged-in Slack workspace account.
- A Slack channel to receive notifications from Zuddl.
It is recommended that you stay signed in before you start installing the app.
- Go to your organizer dashboard.
- Go to Integrations.
From the integration listing page, click View details on the Slack card.
On the Slack app details page, click Install app.
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.
Enter Your authentication name. Your authentication can be used to search your account from the list.
- Click Create. If you aren’t already signed in, you would be taken through the sign in process.
On the permissions page, click Allow and grant tray.io all permissions to access the Zuddl Slack workspace. This authenticates and connects your Slack workspace on Zuddl.
Zuddl uses tray.io to connect the two platforms.
Click Next.
In the channel dropdown, select the channel in which you want to receive the notifications. You can either choose a channel or specific profiles for receiving the notifications.
You can only select one destination to receive the notifications.
- Click Finish. 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.
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:
- Go to the dashboard for a particular event.
- Under Integrations, click the Customize link on Slack integration.
- Under the Channel tab, choose the required Slack channel where the notifications will be sent and click Save.
- Toggle on/off to Approve/reject registration directly from Slack notification. The Slack notification with Approve and Reject button is shown below
Prerequisite
This setting only works if the approval-based registration setting is enabled from the dashboard. Learn how to enable approval-based registration flow.
You may also be required to authenticate your integration so that the approval-based flow works correctly.Approve/reject registration
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.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. Learn how to manage registration approval requests. Already approved
If a request has already been approved from the dashboard or from Slack itself, you will receive a message 'This registration has been already approved',. If you are not organizer, 'Only event organizers can take action on this request'. - Click Confirm on the confirmation pop-up that asks for your confirmation to pass all captured data for this event to the selected Slack channel. This saves your settings and enables event-level integration.
- After you save your integration settings, a status toggle appears turned on. Turning off the toggle disables the event-level integration.
