Documentation

Setting up Slack notifications from Orbit is a powerful tool for monitoring your community. With our Slack notifications builder, you can get updates about your community directly in your company’s Slack workspace.

This tool is useful for any team at your company that could benefit from receiving updates about particular community members. This includes Community, Sales, and Product teams.

With Orbit, you can set up notifications to be sent when:

We also let you choose which Slack channel that the notification should be sent to (so each team can have their own Orbit notifications channel)

In this guide, we’ll walk you through how to set up Orbit notifications that will be sent to Slack. Watch the video, or follow the written guide below.

First, set up the Orbit Slack App. This will allow Orbit to send notifications to your company Slack. Note that this is NOT the same as the Slack integration (differences described below)

To set up the Orbit Slack App,

At this point, there are two ways to set up Slack Notifications.

If you want to set up notifications quickly, don’t need much customization, and only plan on sending notifications to one Slack channel, go to Step 2a.

If you need more notifications customization and plan on sending notifications to multiple different Slack channels, go to Step 2b.

You should now be on the Slack App Settings page with the Notifications checkbox selected.

Advanced notifications setup happens on the Slack Notifications tab.

You will then be taken through a set of steps to set up a notification trigger, any associated criteria, and the notification itself.

Name your notification so it’s easy for you to identify later.

You can trigger a notification to send when:

If you choose to get notified when a new activity is added to a member, you can use additional filters to narrow that criteria down further

You can narrow down to:

Note: If you need to find out which Activity Type Key you should use, you can find all of them listed under Workspace Settings → Activity Types. They are listed under the Key column.

If you’ve connected your company Slack already, you will see a list of available channels that you can send your notification do. You can choose any channel you want to send the notification to from the dropdown list.

The notification sent will look something like this:

The notification includes additional information about the Member, as well as their location, member tags, Organization, Orbit Level, and other social profile information if we have it. You can take actions directly from the notification such View Profile, Add Note, and Edit Tags.

Click on Create Notification to save everything. The notification will start running immediately. You can view all of the Slack notifications you’ve made on the main Slack Notifications page.

If you’ve set up basic Slack notifications, go to Workspace Settings → Productivity Tools → Slack […] button → Settings. From there, you can check or uncheck any activity types you’d like to add or remove from your notifications.

If you’ve set up advance Slack notifications, go to Workspace Settings → Slack Notifications and click the the Actions button that is next to each notification you’ve set up.

Note: If you click on a row in your Slack Notifications table, you will see a details page. This page gives you a complete overview of when the notification, including the trigger, action, filters used and a list of recent deliveries so you can see the past few times that it was sent and if that run was successful.

Check out our best practices article on this to learn more:

Yes, we have a few 🤓