Slack integration

Connecting Slack lets you import workspace members into contact lists, post poll links to channels, and send single-use access codes by direct message. No answers are ever collected in Slack; respondents always answer on the InviziPoll response page.

#Overview

With Slack connected you can:

• Import Slack members into contact lists, to pick recipients from.
• Post a poll to a Slack channel with a link to answer.
• Send access codes by Slack DM for polls that use access codes.

No answers are collected in Slack. People always answer on the InviziPoll response page.

#Which plans include what

Automatic sync depends on the workspace being on a Business or Enterprise plan. A trial doesn't include it, even with the Business features preview on. When a workspace's trial has ended without a subscription, Slack is unavailable until billing is sorted.

#Connecting Slack

1. Click Connect Slack. Open Admin → Contact lists and click Connect Slack on the Slack row. (Owners can also use the Slack card in Settings → Workspace Settings.)
2. Approve the app. Approve the InviziPoll app in Slack.
3. Confirm connection. Back in InviziPoll, the row shows Connected and your Slack workspace's name.

The Slack connection is stored encrypted. To disconnect, open the Slack options menu (the three dots on the Slack row) and choose Disconnect Slack.

#Importing Slack members into contact lists

Once Slack is connected, owners and admins can use Import from Slack on Admin → Contact lists to create a new list or replace an existing one.

• Members without an email on their Slack profile, bots and deactivated accounts are skipped.
• You can build a list from specific channels or from people you pick.
• On Business and Enterprise you can tick Keep in sync with Slack, and use Refresh from Slack to pull the latest directory. Slack-linked lists are also refreshed nightly.

On other plans, a list is a snapshot of the moment you imported it. The refresh button there updates your Slack status and channel list, not list members. Import again when you need a list up to date.

#Sending polls through Slack

Channel posts

From the poll wizard's distribution step, or the poll's page, you can post the poll to a Slack channel. The channel picker lists public channels. To post to a private channel, add @InviziPoll to it first.

Channel posts suit open-link polls, where one shared link is fine.

Access codes by Slack DM

For polls that use access codes, you can send each person their code by Slack DM instead of email. The access-code rules don't change; only the delivery does. Large sends go out in batches, with progress shown as they go.

#Reminders

From the poll's page you can send a reminder to the channel, or a DM reminder to the same people you DMed codes to. InviziPoll can't send reminders only to people who haven't answered, because nothing links a code to an answer. That's deliberate: it's part of what keeps answers anonymous. More in Slack distribution and respondent anonymity.

Slack reminders are always ones you send. The automatic reminder a day before a poll closes goes by email only, and only for polls whose link was emailed to people. See Email reminders.

#If a channel is missing

New channels sometimes need fresh Slack permissions. Open the Slack options menu and choose Reconnect Slack so the owner can approve the latest scopes.

#Disconnecting Slack

Disconnecting stops new Slack sends until you reconnect. It doesn't delete contact lists you've already imported or change polls you've already sent.

#Security and privacy

• The Slack connection is stored encrypted and kept out of routine logs.
• Only the workspace owner connects or disconnects Slack.
• No answer content passes through Slack.
• Slack doesn't give admins per-person completion tracking.

#Related

• Slack distribution and respondent anonymity
• Reminders before a poll closes