Configure Slack for TINYpulse

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If your team is part of the eight million+ daily active Slack users, the TINYpulse integration with Slack is definitely for you! Enable survey delivery to let employees respond to their pulse directly in Slack, connect the Wins feed to increase the visibility of your efforts, and bring recognition to the forefront of your organization with a dedicated channel for Cheers. Setup only takes a few minutes; read below to learn how to easily integrate TINYpulse with Slack!

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Note: You must be a TINYpulse Engage admin or a super admin in order to complete the configuration. You will also need to be a Slack admin, otherwise, you will receive an error. If you do not see the Slack option in your admin view, your organization may not have the Slack add-on as part of its subscription. Please reach out to our Support team or your Customer Success contact if you have any questions.

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Features

The TINYpulse integration with Slack allows your users to:

• Respond to surveys directly in Slack
• Stream suggestions, initiatives, and wins to Slack
• Stream the Cheers feed to Slack

Note for configuration

Suggestions are only streamed to the Wins in Slack feed if the option to stream anonymous suggestions, initiatives, and wins to a real-time feed for employees to stay up to date with what 's going on in TINYpulse is enabled in the employee portal page in the Settings >> Platform section. If this option is turned off, users will not see suggestions in their employee view dashboard or the wins board unless you choose to share them.

Similarly, cheers are only streamed to the Cheers in Slack feed if the option to make the real-time Cheers feed available to highlight recognition is enabled in the employee portal page in the Settings >> Platform section.

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Note: Any comments on suggestions, wins, and cheers that are posted from Slack are also recorded in TINYpulse.

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Configure Slack for TINYpulse

1. Go to Users and Settings >> Integrations.

2. Find Slack in the list, click on the Slack card, and select Connect.

3. Slack will verify your email address and request access to TINYpulse. From here, a list will automatically appear with all Slack workspaces that you belong to. Authorize the default workspace or click Change Teams to add a different one.

You have now enabled TINYpulse to access your company's Slack, but you still have a few more steps to take to enable different functionality. 

1. Enable survey delivery to Slack: Click the Add a TINYpulse feature dropdown list and select TINYpulse-bot and click Add. Your users will now be notified by the bot in Slack (LimeadeListening-bot) when their next survey is sent out.

2. Stream suggestions, initiatives, and wins: Select Wins Feed from the Add a TINYpulse feature dropdown list, choose the Slack channel you want to stream this data into, and click Add. 

• TIP: You may want to create a dedicated Slack channel for this feed (and remember to add all your users to this channel).

3. Stream the Cheers feed: Select Cheers Feed from the Add a TINYpulse feature dropdown list, choose the Slack channel you want to stream Cheers into, and click Add. 

• TIP: We recommend you create a dedicated channel for the Cheers feed instead of having Cheers share the same channel with Wins, otherwise, Wins may get drowned out by Cheers.

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Configure for multiple TINYpulse organizations

If your company is broken down into multiple TINYpulse organization accounts but shares one single Slack workspace, just follow the steps above to configure TINYpulse for Slack from each organization's TINYpulse account, configure the TINYpulse-bot, and setup a real-time Cheers feed.

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( ! ) Please Note: Users cannot be in multiple organization's TINYpulse accounts
to receive surveys in Slack.

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Limitations

Please contact our Support team if you are facing one of these limitations. We love hearing from our customers, so let us know and we will consider adding your request to our product roadmap or working with your organization directly.

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Users belonging to multiple TINYpulse organizations

If all three of the following criteria are met, users who meet them will not be able to use the TINYpulse-bot to respond to any surveys via Slack:

• Multiple TINYpulse organizations

• One Slack workspace

• Receive surveys from more than one of these organizations

These users will need to respond to surveys from the browser version of TINYpulse or the mobile app.

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Multiple Slack workspaces

TINYpulse can only integrate with and deliver surveys to one Slack workspace at this time.

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What permissions you will authorize

On behalf of authorized users, TINYpulse has permission to do the following actions in Slack:

Scope	Description	Reason
channels:history	View messages and other content in public channels that TINYpulse has been added to	We post data from our application to Slack channels/groups. We also sync comments from our application to Slack channels/groups and Slack thread's comments to our app.
channels:join	Join public channels in the workspace	When users select a channel to sync data from our application, we need to add the bot to that channel so we can monitor and sync data.
channels:read	View basic information about public channels in the workspace	We have a configuration page for users to select which channels they want to display data from our app to Slack.
chat:write	Send messages as @limeadelistening-bot	We send surveys to Slack users via the bot for Slack. We also post our data into Slack channels that are configured by users.
chat:write.customize	Send messages as @limeadelistening-bot with a customized username and avatar	When we sync comments from our app to Slack thread, we need to show the name of the author of the comment instead of the bot name.
commands	Add shortcuts and/or slash commands that people can use	We have some features (sending a suggestion, sending a cheers, responding to survey) using the slash command.
groups:history	View messages and other content in private channels that TINYpulse has been added to	We post data from our application to Slack channels/groups. We also sync comments from our application to Slack channels/groups and Slack thread's comment to our app.
groups:read	View basic information about private channels that TINYpulse has been added to	We have a configuration page for users to select which channels they want to display data from our app to Slack.
im:history	View messages and other content in direct messages that TINYpulse has been added to	We post our data (suggestions, cheers, etc.) to Slack channels that are configured by the users, and we need to remove them if those data is removed in our system.
im:read	View basic information about direct messages that TINYpulse has been added to	We reply when users chat to our bot for Slack.
im:write	Start direct messages with people	We send surveys to Slack users via the bot.
reactions:read	View emoji reactions and their associated content in channels and conversations that TINYpulse has been added to	View emoji reactions in the user’s channels and conversations and their associated content.
team:read	View the name, email domain, and icon for workspaces TINYpulse is connected to	We need to view the team name and team ID to store in our system.
users:read	View people in the workspace	Import Slack users into our system so we can integrate with our app.
users:read:email	View email addresses of people in the workspace	We are mapping users in our system with Slack users by email address.
users:write	Set presence for TINYpulse	Set presence for the bot for Slack.