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Slack Integration Guide

  • Updated

Contents

Overview

The Slack Integration enables you to send notifications regarding event registrations and attendance in Goldcast to a designated channel within your Slack Workspace. This integration facilitates seamless communication by keeping your Sales and Marketing teams informed about event participation and registrations.

Prerequisites

Goldcast

  • Event Organizer access to your instance of Goldcast.

Slack

  • A Slack Workspace with a channel that can be used to receive notifications from Goldcast.
  • If you do not have the necessary permissions to install apps yourself, we recommend referring to this article for instructions on how to submit an app approval request to the Workspace Owner who has the required permissions.
  • For seamless event usage, choose 'Install for Everyone' when requesting Goldcast app approval for your Slack Workspace. Once approved, you can use the app setup for your events.

Connecting a Goldcast Org to a Slack Workspace

Note: Before beginning the Slack integration process, we recommend logging into your Slack Workspace and your Goldcast Studio to avoid having to do so later in the setup process.

Installing the Slack Integration

  1. From the Goldcast Marketplace page, click on the "Learn More" link on the Slack tile.



  2. Select the Install This App button to initiate the installation.

Upon clicking, you will be redirected to the Integrations page for your Goldcast Org, and a pop-up titled Install Slack will appear.

 

  1. Click the Install button to complete the installation.



  2. You will receive a confirmation pop-up for the installation, and then you will be redirected to a screen to authenticate your Slack Workspace.


Connecting Your Slack Workspace

  1. To begin, click on the New Authentication button on the screen.
  2. In the popup that appears, enter a name for your integration in the provided field, and click Create to proceed. You can choose any name you prefer for your authentication.

  1. You will be redirected to an Authentication screen where you will be prompted to grant access to information in your Slack workspace. Click the Allow button to connect your workspace.
  2. If the account connection is successful, a confirmation message will pop up, indicating that Slack has been configured successfully.
  3. Click on the Finish button to complete the Integration Setup for Slack in your Goldcast account.

By following the above steps, you can easily set up authentication for the Slack Integration.

Connecting a Slack Channel to your event

To set up the Slack integration for a specific event, please follow these steps:

  1. Select the Event

Log in to Goldcast Studio with your credentials. Click the hamburger icon hamburger-menu-line-icon-free-vector.jpgon the top left, and select the Events tab to get a list of all your events.

From the Events page, choose the event you want to set up the Slack integration for. You will be redirected to the Event Dashboard page.

  1. Access Integrations

Click on the Integrations option from the left-side panel. Alternatively, you can click on the Configure option in the Integrations available section within the Event dashboard.

  1. Navigate to Slack

You will be redirected to the Integrations page. Locate and click on Slack integration.



  1. Select Slack Channel

A drawer will appear from the right side of the screen, providing a Search bar to search your channels in your workspace. Search and Select the desired channel to send the notifications for event registrations and attendance.




blobid0.pngIf you encounter any issues, such as missing channels or error pages, it could indicate that the Goldcast app has not been approved by your Workspace owner. Please refer to the prerequisites section mentioned above and follow the instructions to re-authenticate your integration and complete the event-level setup.

  1. Save

Once you have selected the desired channel, click the Save button to complete the setup.



Note: Make sure you don’t delete the channel or change the channel config in your Slack workspace post-integration setup. This will cause the integration to fail to send notifications; upon any change for the selected change, you need to reconfigure the setup for the event.

By following the above steps, you can successfully set up the Slack integration for your event.

It is recommended to set up the Slack Integration before you make your registrations live. This allows all the information to be available right from when your registration goes live.

Viewing Goldcast Event Notifications in Slack

Note: If the Slack channel you have selected is not receiving notifications, a Workspace Owner may need to approve the app installation. Please refer to this article for instructions on how to submit an app approval request.

  • After you have successfully installed the Slack Integration and connected it to a channel, you will receive notifications for every new user registration for your event.
  • Also the channel will be notified about event attendance, including information about each attendee.

These notifications keep you informed about user engagement and help you stay updated on event registrations and attendance.

 

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