Configure Slack for TINYpulse

If your team is a part of the over eight million daily active users of Slack, the TINYpulse integration is definitely for you! Enable survey delivery to let employees respond to their pulse directly in Slack, connect the Wins feed to increase the visibility of your efforts, and bring recognition to the forefront of your organization with a dedicated channel for Cheers. Setup only takes a few minutes so your Slack integration with TINYpulse will be up and running before you know it.

 

Note: You must be a TINYpulse Engage Admin or a Super Admin in order to complete the configuration. Engage Segment Admins do not have access to the Integrations section, so please speak with an Admin or Super Admin to assist. You will also need to be a Slack admin, otherwise, you will get an error. Please speak to your friendly TINYpulse and Slack administrators if you have questions.


 

In this article

 

  1. Features

  2. Configure Slack for TINYpulse

  3. Enable survey delivery to Slack

  4. Configure the Wins Feed

  5. Set up a live Cheers Feed

  6. Configure Slack for multiple TINYpulse organizations

  7. Limitations

 

Features

 

The TINYpulse for Slack integration has three main features.

 

Survey delivery

 

Want higher response rates and better engagement with TINYpulse? TINYpulse has a bot to send your employees their regular pulse survey directly to their Slack app. Once you enable the configuration, the TINYpulse-bot will let employees know when they have a new survey ready and they can anonymously respond without even having to visit TINYpulse.

 

Wins feed

 

As employees are submitting feedback to TINYpulse and you are taking action to address these items, are you keeping employees in the loop? The Wins feed for Slack improves visibility and transparency tenfold by streaming suggestions, initiatives, and Wins directly to Slack for everyone to view and add their thoughts with a comment. And any comments on these items that are posted from Slack are also recorded in TINYpulse so the conversation is not lost. 

 

Note that anonymous suggestions are only sent to the Slack Wins feed if the Stream anonymous suggestions, initiatives, and Wins to a real-time feed for employees to stay up to date with what's going on in TINYpulse option is enabled in Settings. If this option is disabled, employees cannot see suggestions anywhere unless you choose to share them in a summary report. 

 

 

Cheers feed

 

Another option to boost engagement and recognition is to stream your Cheers to a dedicated Slack channel. Employees can interact by adding their comments and emojis, continuing to spread thankfulness throughout your organization. Comments are even posted to the original Cheers in TINYpulse so the receiver collects even more recognition for their efforts. 

 

Configure Slack for TINYpulse

 

The first step to get started is to connect your Slack workspace with TINYpulse. From there, you can enable survey delivery, the Wins feed, and/or the Cheers feed as you like, but this first step is a must. 

 

1. Log in to TINYpulse and go to Users and Settings -> Integrations.  

 

 

2. Find Slack in the list, click to open the configuration page, and select Connect

 

3. Slack will verify your email address and request access to TINYpulse. From here, a list will automatically appear with all Slack teams that you belong to. Authorize the default team or click Change Teams to add a different one.

 

 

You have now enabled TINYpulse to access your company's Slack team, but you still have a few more steps to take to enable different functionality. 

 

Enable survey delivery to Slack

 

After you have allowed TINYpulse Engage to access your Slack team (above), you will see the Slack is now connected in the Settings -> Integrations section of Users and Settings. Follow these steps to allow the TINYpulse-bot to notify employees when there is a new survey and let them respond directly in Slack.

 

1. From the configuration page in Users and Settings -> Integrations -> Slack, click the dropdown list and select TINYpulse-bot.

 

 

2. Click Add and you are done. 

 

Employees will now be notified by the TINYpulse-bot when the next survey becomes available depending on your timezone and survey cadence. 


 

Note that if you integrated Slack with TINYpulse before August 2018, you will have to disconnect the integration and then reenable it following steps in the two sections above. 

 

Configure the Wins feed

 

Remember that the Wins feed is a live stream of anonymous suggestions, initiatives, and Wins to Slack, where employees can add their comments which post to TINYpulse. Now that you have got the gist of it, here is how to set it up!

 

Before you start, you will need to think about where to stream these items. While you can stream the Wins feed to any one of your public Slack channels like #general or #random, we recommend that you create a new one specifically for this integration. Some options to get you thinking are TINYpulse, TINYpulse-feed,  TINYfeed, etc.

 

So go on and make that decision, create a new public channel in Slack if needed, and let us get started. 

 

  1. Select Wins Feed from the dropdown list.

  2. Choose the Slack channel for this live feed.

  3. Click Add.

 

And that is all there is to it! If you created a new channel, do not forget to notify employees that they will need to join because there is not an automatic notification for this integration. 

 

Set up a live Cheers feed

 

The last option for ultra TINYpulse engagement is the real-time Cheers feed. Since Cheers is likely to be the most frequently used TINYpulse feature in your organization, we recommend setting up a fully dedicated channel for just Cheers. We do not think it is a great idea to use the same channel that you used for the Wins Feed because those items could get drowned out by Cheers, however, it is completely up to you. 

 

Similar to the Wins feed, the Cheers feed configuration takes 30 seconds or less. 

 

  1. Select Cheers Feed.

  2. Choose the Slack channel. 

  3. Click Add to finish. 

 

Head on over to your Slack feed and you will now see Cheers rolling in for everyone's viewing pleasure. Pin Cheers, add reactions and comments directly in the channel to further recognize the Cheers recipient. 

 

 

Configure Slack for multiple TINYpulse organizations

 

You can still take advantage of this integration if your company is broken down into multiple TINYpulse organizations but share one single Slack workspace. From each TINYpulse organization, just follow the steps above to configure TINYpulse for Slack, enable survey delivery, and set up a real-time Cheers feed. Note that this configuration must be done individually in TINYpulse for each organization. Apologies for the tedium, but we promise it will be worth the small effort!

 

Limitations

 

We at TINYpulse love Slack as much as you, but there are a few limitations to this integration depending on how your Slack and TINYpulse accounts are configured. Please reach out to our support team if you are facing one of these limitations. We always love hearing from our customers, so let us know and we will consider adding your request to our product roadmap! 

 

Users belonging to multiple TINYpulse organizations with one Slack workspace

 

This integration allows for multiple TINYpulse organizations to connect to one Slack workspace, but does not allow users to respond to multiple surveys from multiple organizations while connected to one workspace.

 

So if you meet all three of these criteria, creating a Slack perfect storm, you cannot respond to any of your TINYpulse surveys via Slack.  

 

  • Multiple TINYpulse organizations

  • One Slack workspace

  • Receive surveys from more than one of these organizations

 

Please visit the TINYpulse web application to continue responding to your pulses. 

 

Multiple Slack workspaces

 

If teams at your organization live in multiple Slack workspaces and in one TINYpulse organization, you will not be able to enable survey delivery to those multiple workspaces. TINYpulse is only able to integrate with one Slack workspace at this time. 


What permissions you authorize


On behalf of authorized users, TINYpulse has permission to do the following actions in Slack: 


  • View messages and other content in the user's public and private channels 

(channels:history, groups:history) 

This allows you to send Cheers and submit Suggestions.


  • Add the ability for people to direct message or mention @tinypulse-bot 

(bot)

This allows you to send Cheers, submit Suggestions, and respond to Pulses.


  • View people in the workspace 

(users:read)

This allows us to make sure that Pulses are only sent to TINYpulse users and only TINYpulse users can send Cheers and submit Suggestions. 


  • Manage the user's public and private channels and create new ones on the user's behalf 

(channels:write, groups:write)

This allows you to send and stream Cheers, submit and stream Suggestions, and respond to Pulses. 


  • View information about the user's identity 

(identify) 

This allows us to make sure that Pulses are only sent to TINYpulse users and only TINYpulse users can send Cheers and submit Suggestions. 


  • Add actions and/or slash commands that people can use 

(commands) 

This allows you to send Cheers, submit Suggestions, and respond to Pulses.


  • View basic information about public channels in the workspace 

(channels:read)

This allows you to stream Cheers and Suggestions in public channels. 


  • View basic information about the user's private channels 

(groups:read) 

This allows you to stream Cheers and Suggestions in private channels.


  • View email addresses of people in the workspace 

(users:read.email) 

This allows us to make sure that Pulses are only sent to TINYpulse users and only TINYpulse users can send Cheers and submit Suggestions. 


  • Send messages as TINYpulse 

(chat:write:bot)

This allows you to send Cheers, submit Suggestions, and respond to Pulses.


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