Team and settings
Slack integration
Connect Slack so Koast can post campaign updates, Agent Task messages and Pipeline notifications to your channels.
Connect Slack once per brand and pick a channel. Koast then posts daily campaign updates there, and your Agent Tasks and Pipeline columns can post to it too.
Before you start
- You need access to Koast's integration settings. If you don't see the Slack tab, ask your Owner or an Admin.
- You need permission to add apps to your Slack workspace.
- Check the brand switcher. The connection belongs to the brand you're in.
Connect Slack
Open Settings, then Slack under Integrations.
Select Connect Slack and allow Koast in Slack.
Back in Koast, pick a Notification Channel.
Set the Default Update Timeframe: Today, Yesterday, Last 3 days, Last 7 days or Since launch. It's the period each daily update covers, and starts on Yesterday.
Set the Default Timezone. Daily updates are sent in this timezone.
Under Test notification, select Send Test and check the message arrives in your channel.
What posts to Slack
| What | Where you turn it on |
|---|---|
| Daily campaign updates | In the campaign builder's Monitor tab, under Daily Slack Updates. See Daily Slack updates for a campaign. |
| Agent Task messages | A Slack notification step in an Agent Task. Pick its Channel and write the Message. See How Agent Tasks work. |
| Pipeline notifications | A column's settings in Pipeline, under Slack notification. See Pipeline: plan, review and launch as a team. |
Good to know
- Private channels need the bot. Koast only posts to a private channel after you invite its bot there with Slack's
/invitecommand. Until then the channel shows Bot not invited in the list and you can't pick it. - One brand at a time. The Slack connection is stored on the brand you're in, so connect it again on each brand you want updates for.
- Disconnecting stops every automated Slack message for this brand, and pauses the daily updates on each of its campaigns. Select Disconnect under Disconnect integration. You can reconnect at any time.