Installing and Configuring Slack in Yotpo SMS & Email
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    Installing and Configuring Slack in Yotpo SMS & Email

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    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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