After the connector is verified, the completion action to notify a Slack channel is
available for Account Engagement marketing assets. You can add the completion action to forms,
form handlers, file downloads, custom redirects, and page actions. It’s also available for classic
and enhanced emails. After a user adds the Slack completion action to an asset, you can see the
details on the Usage tab for the Slack connector.
Required Editions
| Available in: All Account Engagement Editions |
| Available in: Slack (where approved by a workspace admin) |
When marketing users set up the completion action, they select which Slack channel to notify.
They also have the option to include a custom message with the notification, personalize it with
merge fields, and formatted for Slack with markdown.
In addition to the custom message, the notification includes this prospect information.
- Name
- Job Title
- Company
- Email
- Phone
If data isn’t available for a field, it appears blank in the Slack message. Each custom
message can have up to 3,000 characters, including the field values automatically populated with
Account Engagement data. Messages that are longer than 3,000 characters don’t render in
Slack.
In Account Engagement settings, the Slack connector page’s usage tab lists the assets that
have the completion action added. To delete or replace the workspace associated with your Slack
connector, first remove the completion actions from all the assets list on the usage tab.
