Import and Add Recipients to CRM Analytics Notifications in Slack

Tip To learn more about CRM Analytics notifications, see Set and Send Smart Notifications.

Import Notifications

If you have active notifications in CRM Analytics, you can import them and then the notifications are sent to the Messages tab. To import notifications:

1. On the Home tab, click View & Manage Notifications. Alternatively, enter the /analytics-crma-notifications command in the message field anywhere in Slack.
2. Click Import Notifications.

After importing notifications to Slack, subsequent notifications that you create in CRM Analytics import to Slack automatically.

Note When notifications are imported to Slack, you're the only recipient. To add other recipients in Slack, continue with the next section, Send Notifications to Others.

Send Notifications to Others

Specify people and channels in Slack to receive your notifications. To send notifications:

1. On the Home tab, click View & Manage Notifications. Alternatively, enter the /analytics-crma-notifications command in the message field anywhere in Slack.
2. Next to the notification you want to send, open the menu and select Edit.
3. Add or remove recipients.
4. Click Done.

Remove Notifications

To stop notifications from appearing in Slack:

1. On the Home tab, click View & Manage Notifications. Alternatively, enter the /analytics-crma-notifications command in the message field anywhere in Slack.
2. Next to the notification you want to remove, open the menu and select Edit.
3. Remove all recipients, including yourself.
4. Click Done.

Note Removing notifications from Slack doesn’t affect your notifications in CRM Analytics.