Share signals to Slack

Signals surface automatically generated insights about retention, adoption, engagement, and frustration on your Pendo homepage. This article explains how to share those signals to Slack, either as a one-time message or as a recurring digest.

For what signals are and how they're generated, see Signals in Pendo.

You can share signals to Slack in two ways:

• Recurring digests that summarize multiple signals.
• One-time messages for individual signals.

Before you begin

To share signals to Slack, the following must be in place:

• The Slack integration Send Pendo data to Slack must be enabled. This is a one-time setup that must be completed by a subscription admin who is also a Slack workspace admin. See Connect Slack to Pendo.
• Signals must be available on your homepage. This requires Leo enabled in your subscription and a personalized homepage. See Signals in Pendo.

The permissions you need depend on how you share:

• Share a single signal: no special permissions. Any user with access to signals can share one, as long as the integration is enabled.
• Set up or manage a recurring digest: you must be a subscription admin.

Note: The Slack integration is shared across Signals on your homepage and Trends on event list pages. Setting it up once enables sharing from both.

Add the Pendo app to a private Slack channel

To share signals to a private Slack channel, you must first add the Pendo app to that channel so that Pendo has access to it. You can skip this step for public channels.

To add the Pendo app to a channel:

1. In Slack, go to the channel you want to connect.
2. Type @Pendo in the channel, and select Enter. Slack adds the Pendo app to the channel.
3. Alternatively, you can add the Pendo app to the channel by selecting the channel name, then go to Integrations > Apps > Add apps. Search for the Pendo app, then add it.

Once the app has been added to the private Slack channel, the channel becomes available to select in the channel selector in Pendo.

Share a single signal to Slack

Any user with access to signals can share a single signal as a one-time message, as long as the integration is enabled. No admin permissions are required.

To send a one-time message for a specific signal:

1. On any signal, select Actions > Share to Slack.
   
   
2. Select the Slack channel where you want to send the signal.
3. Select Send.

Set up a Slack digest

Create a recurring digest to send a summary of signals to a Slack channel on a regular schedule. Only one active digest is supported.

Note: You must be a subscription admin to set up or manage a recurring digest.

1. Select Manage Slack updates on your homepage.
2. Under Slack digest, select + Create digest.
3. Enter a Name for the digest. This appears at the top of the digest for everyone in the selected Slack channel.
4. Select your preferred Frequency: weekly, bi-weekly, or monthly.
5. Search for and select the Channel where you want to send updates. The dropdown list includes all public and private channels in your Slack workspace. Any private channel must have the Pendo app invited to it first before it can receive digests.
6. Optionally, in Data preferences, you can choose which data the digest sends: Use my homepage signals or Set custom signals.
7. If you select Set custom signals, then you can configure the segment, apps, and events to include in the digest.
8. Select Save and schedule to activate your digest.
   
   

Manage Slack digests

After you set up a Slack digest, you can change its name, frequency, and channel, or turn it off.

1. Select Manage Slack updates on the homepage.
2. Next to the digest, select the ellipsis (three dots).
   
   
3. To edit, select Edit, then make and save your changes.
4. To turn off the digest, select Turn off, then confirm.