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Slack Task

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About the Slack Task

When a survey response is recorded (or another event occurs in Qualtrics), you can trigger a Slack message to be sent to users or channels of your choice. With this functionality, you can disseminate important feedback and information faster. Rather than sending email notifications that can go unread/unanswered for days, key stakeholders receive instant notification.

Qtip: If you are looking for support on distributing surveys via Slack, see the Slack Extension page.

Required Permissions

Qtip: The Qualtrics-Slack extension is an add-on feature not included in the standard Qualtrics license. Please see the Slack Extension listing in the XM Marketplace, or contact your Qualtrics Account Executive for more information.

You need permission to use the Slack Integration before you can access this in your account. If you cannot access Slack under the Workflows tab, contact your Brand Administrator.

If you are a Brand Administrator, the permission looks like this:

Slack Integration Permission

Setting Up a Slack Task

  1. Navigate to the Workflows tab of a survey, or the global Workflows page.
    choosing create a new workflow and then event based
  2. Click Create a workflow.
  3. Choose to create a scheduled or event-based workflow. See Scheduled vs. Event-Based Workflows for an explanation of each.
    Qtip: Usually, you’ll choose event-based and the survey response event.
  4. Choose the event that will trigger the Slack message (if event-based) or set the schedule the workflow should run on (if scheduled).
    choosing the survey event, adding conditions, and choosing the task
  5. If desired, click the plus sign ( + ) and then Conditions to add conditions to your workflow. Conditions determine when the workflow triggers.
  6. Click the plus sign ( + ) and select Task.
  7. Choose the Slack task.
    choosing the slack task
  8. Select the Slack account you want to use. Any Slack accounts you’ve connected before along with accounts set up by Brand Administrators in the Extensions tab will be available here.
    choosing an account or clicking add user account
  9. If you need to connect a different Slack account, click Add user account.
    Qtip: After clicking add user account, give your account a name and click Connect account.
    entering a name for the account
    Then, review the data that will be passed between Slack and Qualtrics and click Allow to complete the connection.
    clicking allow to grant qualtrics access to slack
  10. In the task setup screen, click Next.
  11. Enter the name of any Slack channels you want to receive the message. You can select any public channel or a private channel you’ve invited the Qualtrics app to. Do not include the hashtag (#) in front of the channel name.
    image shows choosing the channels and users to receive the slack message

    Qtip: You can send a message to a private channel by adding the Qualtrics app to the channel. To add the Qualtrics app to a private channel, type “/invite @Qualtrics” in the channel and select the Qualtrics app from the list.
    adding the qualtrics app to a private channel by typing /invite @Qualtrics
  12. Click the plus sign to add the channel to the list of recipients.
    Qtip: You can add up to 20 channels to receive your message.
  13. If you need to remove a channel from your list of recipients, click the minus sign next to the channel name.
  14. Add the email address of any Slack users you’d like to direct message.
    Qtip: You can add up to 20 users to receive your message.
  15. Click the plus sign to add the user to a list of recipients.
    Qtip: You can choose to message just channels, just users, or a combination of both.
  16. Choose the Message type, which determines how you write your Slack message.
    choosing the message type and writing the message body.

    • Plain Slack message: A normal Slack message, no different than typing in Slack normally. This message type supports Slack markdown. This message type is best for simple messages with basic formatting.
    • Slack Block Kit: Build a message using the Slack Block Kit Builder. This message type is best for messages with complicated formatting not possible using the regular Slack markdown.
  17. Enter your message in the box. If you are using the Plain Slack message, then you’ll type your message in the box with any Slack markdown you want to use. If you are using the Slack Block Kit message, then you will use the Slack Block Kit Builder to make your message, and then copy and paste the code from the builder into the box.
    Qtip: If you selected the Slack Block Kit message type, a second box will appear for you to enter a message to display as a mobile push notification.
    Creating a push alert notification for a block kit message
  18. To insert piped text into your message, click the piped text icon {a}.
  19. When finished, click Save.
Qtip: You may see a “this task setup is incomplete” message on your existing Slack tasks. If this is the case, click the task and select Back to return to the credential selection screen. Either select an existing credential, add your own credentials, or have a Brand Administrator add a credential for the license. Once you’ve selected new credentials, finish setting up the task.
the this task setup is incomplete message on a slack task