Note: Both Note: The ChurnZero Slack ChatBot and Custom Dashboards are included in ChurnZero Enterprise Edition Only. Please reach out to your ChurnZero CSM for pricing and feature activation.
Easily share data that you have in ChurnZero with other stakeholders by sharing your Custom Dashboards in Slack! This feature will post a screenshot of a selected Custom Dashboard and post it to Slack, either on a scheduled basis, or on demand using slack commands. Dashboards can be sent to both public and private channels, as well as Slack Users.
You may have to re-authorize your Slack App in ChurnZero to see this new functionality.
To utilize this feature you must first:
Add the Slack App to Your Channel
In order for ChurnZero to send a Dashboard to Slack, the Slack App must be added to the specific channel. You can do this by either typing @ChurnZero and sending to the desired channel. Or, you can click into the Channel Settings and manually add the App under "Integrations".
Choose Which Dashboard To Share
Once you have added the ChurnZero App to your Channels, you can then configure the Dashboard Settings. In ChurnZero, navigate to your Custom Dashboard. From the Actions dropdown, click "Share". Note: The Dashboard must be public in order to share it.
Click the Chatbot tab, and you should see a section Called Slack. This is where you can set up the Dashboard to be Shared to Slack.
Click "New Report", and you will see the following screen:
- Name- The name of the shared instance of this Dashboard. When you use the /cz-dashboard command, this name will be used in the dropdown list of available dashboards.
- Description- The description of this shared instance. The description will show up with the screenshot of the Dashboard when sent to Slack.
- Schedule- Set this to "Yes' if you would like to have this dashboard sent to a User or Channel on a regular basis. If schedule is set to "No", then the dashboard will be available to be called using the commands /cz-dashboard or /cz-report.
- Destination- Choose where you would like to have your scheduled report shared. You can choose Public Channels, Private Channels, or specific slack Users. Note: Private Channels will only appear if the bot has been added to the channel.
Once your dashboard is configured for sharing, try using a command to call a dashboard on demand!
NOTE: In order to open a Dashboard in CZ from the Slack channel, a user must be invited to view a Dashboard via the Share settings first. If they are not, they will only be able to see the static image of the Dashboard in Slack.
Tips for Setting Up a Slack-Ready Dashboard
- Some information on widgets are only exposed upon hover. Use the "Show Data Labels" toggle so important data is included in the Screenshot that is sent to Slack
- Ensure your widgets are long enough so they don't have horizontal or vertical scroll bars. Slack users will not be able to scroll, as only a screenshot of the dashboard is posted.
- Show Widget Titles so Slack Users have more context into the data that they are seeing.
- Have a dashboard that you like but need it to follow the guidelines above? Copy it and use it exclusively for sharing to Slack!