Installing and Configuring Slack in Yotpo SMS & Email

      Installing and Configuring Slack in Yotpo SMS & Email


        Article Summary

        Products


        SMS & Email
        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        Connecting Slack with Yotpo SMS & Email lets you optimize customer support by providing one-click responses in SMS & Email Chat and track all conversations in a dedicated Slack channel. You can also receive important notifications on low balance and a 24-hour follow-up report on text marketing campaigns.

        This guide will walk you through installing and configuring Slack in Yotpo SMS & Email.

        Installing Slack

        Installing Slack in SMS & Email is simple and can be done in four quick steps.

        1. From the SMS & Email side menu, click on Integrations and select Slack. Review the features and press Install.
          install_slack_smsbump
        2. Enter your workspace’s Slack URL and click on Continue.
          sign-in-slack-smsbump
        3. Enter your login information and Sign in.
          email-password-slack-smsbump
        4. Read over the terms of access and press on Accept. Good job, Slack is now installed in Yotpo SMS & Email.
          accept-smsbump-slack

        Configuring Slack

        Follow the steps below to configure the app in Yotpo SMS & Email so you can instantly give your customers the attention they deserve.

        1. Inside SMS & Email’s Integrations select Slack and click on the Configure button.
          slack-smsbump-configure
        2. Use the toggle to choose which notification to enable, then click on Save.
          • Customer Notifications: Each time a customer sends a reply in SMS & Email Chat, a conversation notification will appear in Slack to which you can respond to straight away.
          • Warning Notifications: If you are on SMS & Email’s Growth, you can receive notifications whenever your balance is running low.
          • Campaign Notifications: Receive a performance report 24 hours after a launched text marketing campaign.
            slack-settings-toggle-smsbump
        3. 3. Click on Send Test Notification and you will receive a test notification in your Slack channel, SMS Notifications.
          send-test-notification-slack-smsbump
        4. Congrats, you have received your first notification in Slack.
          success-first-notification
        5. You will start receiving notifications in your #SMS & Email-notifications channel. Click on Manage Notifications to edit which notifications are enabled. Good job, you are on your way to optimizing your Shopify store’s customer support.
          smsbump-notifications-slack

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