At a Glance: This article will provide knowledge about how you can integrate Slack with the Trackier panel.
Overview
Integrating Slack with Trackier sends real-time updates, automated reports, and budget alerts directly to Slack, helping your team make faster decisions and optimise campaign performance. It enhances collaboration by sending performance updates directly to Slack channels.
Steps to integrate Slack with Trackier
To integrate Slack with Trackier, you will need to follow a few simple steps.
Step 1: Create an app on Slack
Before you can create an app on Slack, you’ll need to create a workspace (if you don't have one yet) where the app will be installed. Go to Slack and sign up and then create a new workspace by following the setup prompts.
A. Visit the Slack API Page
To create an app, you will need to access the Slack API page:
Go to the Slack API App Creation Page.
Click on "Create New App".
You have two options to create your app:
From Scratch: Build an app with all your custom features.
From an Existing App: Start from an existing Slack app template.
Choose "From Scratch" to create a brand new app.
B. Name Your App and Select a Workspace
App Name: Enter a name for your app (this will be visible to users).
Development Slack Workspace: Select the workspace where you want to build and test the app. This will be your development environment.
Once you’ve entered this information, click "Create App".
C. Configure App Scopes
Next, you will set up the permissions your app needs by adding the necessary Scopes.
To add scopes to your Slack app:
Go to OAuth & Permissions in the app settings under Features, then scroll to Scopes.
Choose either Bot Token Scopes or User Token Scopes, click Add an OAuth Scope, and select the necessary permissions your app needs.
Required Scopes to be added: Add the scopes as shown in the below picture.
D. Install the App to Your Workspace
Once you've set up your scopes, it's time to install it into your Slack workspace.
Go to OAuth & Permissions:
Scroll down to the OAuth Tokens section.
Click on "Install App to Workspace".
Step 2: Integrate Slack app with Slack channel
Once the app has been added to workspace, go to your Slack account.
Select the desired channel (#social in this case) and click on the three vertical dots on the right-hand side.
From the dropdown menu, choose Edit Settings.
Click on integrations
Under Apps, select Add Apps and choose the app you wish to add.
Once added, the app will be visible in the channel.
Step 3: Access the Trackier Panel
Log in to your Trackier account and navigate to the “Customise” tab. From the “Customise” menu, click on "Integrations" under the Notifications to open the integration options. You will be directed to the below Integration page. Click on the “Setup” button to begin the process.
A. Setup the Access Token
Once you click on Setup, you need to authenticate by providing the Access Token, which can be retrieved from your Slack platform.
i) Obtain the Access Token from Slack:
Go to your Slack platform.
Navigate to the Slack API page to get the Bot User OAuth Token under "Features". You can find this token in your Slack workspace’s app settings under OAuth & Permissions.
ii) Enter the Access Token in Trackier:
Once you have copied the Bot User OAuth Token, return to Trackier and paste it into the Access Token field on the integration page.
Trackier will automatically fetch your available Slack channels along with their respective Channel IDs.
After entering the Access Token and confirming the channels are fetched, click “Save” to finalize the setup.
B: Managing the Notifications
Now that the integration is set up, you can start managing and creating notifications for your team. Click on "Manage": After the setup is saved, you’ll be able to manage your notification settings.
i) Create a New Notification:
To start a new notification, click the “Create” button.
You will be directed to the below window where you can configure your notification settings.
ii) Enable the Integration:
Make sure the “Enable” toggle is switched on to activate the integration.
iii) Name the Notification:
Choose a name for the notification that will help you easily identify it later.
iv) Set the Trigger Event:
Trackier allows you to choose from multiple event triggers, such as campaign updates, budget alerts, or conversion tracking.
You can enable the triggers for below events :
Team Member Register: This email notification will trigger when a new team member registers on your panel.
Publisher Account Register: This email notification will trigger when a new publisher registers on your panel.
Advertiser Account Register: This email notification will trigger when a new advertiser registers on your panel.
Account Approve: This email notification will trigger when a user account is approved on your panel.
Account Ban: This email notification will trigger when a user account is banned on your panel.
Account Rejected: This email notification will trigger when a user account is rejected on your panel.
Campaign Schedule Status Change: This email notification will trigger one day before the start date and end date automatically and will be sent to the account managers and admins.
Campaign Status Change: This email notification will trigger when any campaign status is changed manually.
Campaign Schedule Status Change Publisher Email: This email notification will trigger 1 hour before any campaign status is about to change and send an email to all the publishers of the campaign.
Change in Campaign CAP: This email notification will trigger when any campaign CAP is added or deleted.
Change in Campaign Payout: This email notification will trigger when any campaign payout is changed.
Assign Campaign to Publisher: This email notification will trigger when any campaign access is granted to any publisher.
Campaign Access Granted: This email notification will trigger when any campaign permission is granted to any publisher.
Campaign Access Rejected This email notification will trigger when any campaign request is rejected by any publisher.
Campaign Creatives Update: This email notification will trigger when any campaign creative is added or deleted.
Campaign Targeting Update: This email notification will trigger when any campaign targeting is updated.
Publisher Campaign Request: This email notification will trigger when any publisher requests permission for campaign access. (Note: The request email will be sent to the account manager of the publisher only.)
Integration Import Campaign: This email notification will trigger when any campaign import integration is completed. (Note: This email will be sent to the publisher when any of it's campaign import integration is completed.)
Cap Reached Notification: This email notification will trigger when any campaign cap is reached and will be sent to the admin and affiliate manager.
Cap Reached Notification to Publishers: This email notification will trigger when any campaign cap is reached. (Note: This will send email to publisher only.)
CAP Reached Notification To Advertiser: This email notification will trigger when any campaign CAP is reached. (Note: This will send email to advertiser only.)
Publisher Invoice Email: This email notification will trigger the email of invoices to the publisher.
Paid Invoice Email: This email notification will trigger when any publisher invoice has been paid.
Registration Verification Email: This email notification will trigger when any publisher registers.
Publisher sub-ID/source block Email: This email notification will trigger when a sub-ID or source is blocked for the publisher.
Campaign Export: An email will be sent to the publisher with campaign details.
Publisher Sub ID/Source Block Email for AFM & Team Members: This email will trigger when a sub-ID or source is blocked for the publisher. (Note: This email will be sent to the Affiliate Managers and Team members.)
Select the Slack Channel: Choose the Slack channel where you want to receive the notification. If you’ve added new channels in Slack, don’t forget to click on refresh to ensure the channels are updated.
v) Message:
Type a custom message that will be sent to the selected Slack channel. You can include dynamic information from Trackier, such as conversion data, campaign names, or status of the campaign updates, depending on the trigger event selected.
NOTE: If you’ve added new channels in Slack, don’t forget to click on refresh to ensure the channels are updated.
C. Save the Notification:
Once all fields are completed, click “Save” to create and activate the notification.
Your team will start receiving real-time updates, alerts, and performance reports based on the triggers you've selected.
Need instant resolution?
We want to assure our customers that Trackier provides an in-house customer support team, available for instant query resolution. You can reach out to us via email at support@trackier.com or directly engage with our in-house agents through our live chat feature.
