Other Integrations

Slack v2

Notice

If upgrading from Slack V1 integration, please read our full Slack Upgrade Q&A.

The Slack integration allows you to connect ProdPad and Slack and use it as a bridge to add ideas, feedback, and onboard users.

This document will guide you through:

  1. Setup
  2. Mapping
  3. Adding ideas from Slack
  4. Adding feedback from Slack
  5. ProdPad Help & Settings commands
  6. Syncing conversations and @mentioning users
  7. Searching for items

Setup

To set up the integration, head over to the Integrations section in ProdPad under your profile image. Under 'New Integrations' select Slack. 

Give your integration a name and quick description and click on 'Create' to move to the next step.

You will then be prompted to authorize ProdPad to connect to your Slack account. 

Important!

Make sure the email you have setup on Slack matches the email you have as a user in ProdPad.

Mapping

The first stage is to map ProdPad to Slack. This allows ProdPad to post notifications of any new ideas or feedback added over to Slack.

Select the appropriate channels you wish to publish notifications to. If you only have one channel, you can choose the same one for both.

If you don't want any notifications to be posted, you can simply leave it as "none."

Notice

Shared and private channels are not currently supported.

map

Adding ideas

Adding a new idea from Slack

Important!

In order to use this command, users must have a registered ProdPad account. Their Slack and ProdPad emails must be the same or an API error will display.

The Slack integration works with slash commands. To add a new idea, simply enter /prodpad idea or /prodpad [idea content]

 Either command will prompt the Add Idea dialog, which you can use to fill out additional content including:

  • Idea title
  • Description
  • Problem statement
  • Value statement

 

Image_2020-02-12_at_2.56.56_pm.png

 

Convert an existing message into a new idea

Ideas can be created from an existing message by hovering over the message and clicking the vertical ellipsis to prompt the menu, then selecting "Add as Idea" to the ProdPad app.

Screenshot_2020-02-12_at_14.58.05.png

This will populate the dialog with the message content as an idea and any files associated to the message will be uploaded into ProdPad as well as an inline document and under the files tab. Only the first 100 items will show for products, tags and personas.

If you wish to map a product in ProdPad to a specific channel to ensure that any ideas created in that channel will be linked to that product, type /prodpad map to confirm the mapping. To undo changes at any time, type /prodpad map delete #channel.

Adding feedback from Slack

Important!

In order to use this command, users do not need a ProdPad account.

Submitting new feedback from Slack

To enter a new piece of feedback, type /prodpad feedback or /prodpad feedback [content] to prompt the feedback dialog.

Either command will allow you to enter:

  • Contact name
  • Email
  • Feedback
  • Products
  • Personas
  • Tags
Screenshot_2020-02-12_at_14.59.06.png

 

Convert an existing message into new feedback

Feedback can be created for an existing message by hovering over the message and clicking the vertical ellipsis and then selecting "Add as Feedback" to the ProdPad app.

Screenshot_2020-02-12_at_15.00.55.png

 This will populate the dialog with the message content as a piece of feedback and any files associated to the message will be uploaded into ProdPad as well as an inline document and under the attachments section. Only the first 100 items will show for products, tags and personas.

If you wish to map a product in ProdPad to a specific channel to ensure that any feedback created in that channel will be linked to that product, type /prodpad map to confirm the mapping. To undo changes at any time, type /prodpad map delete #channel.

ProdPad Help & Settings commands

The following commands are available to request help from the ProdPad app:

/prodpad help will prompt the app to show you all available commands, including how to submit ideas, feedback, and additional settings.

/prodpad settings idea [on/off] will turn on or off the ability to add an idea via the Slack integration. This is to allow use in a community setting. Default is on.

/prodpad settings feedback [on/off] will turn on or off the ability to add feedback via the Slack integration. This is for admins who don't want to use feedback. Default is on.

/prodpad votes idea [on/off] will turn on or off the voting buttons on idea posted from ProdPad. 

/prodpad votes feedback [on/off] will turn on or off the voting buttons on feedback posted from ProdPad. 

Important: voting requires the user to be registered in ProdPad.

/prodpad search [content]will search for content within ideas.

/prodpad search_feedback [content] will search for content within feedback.

/prodpad dm_mentions [on/off] allows admin to decide whether mentions will be sent as DM's.

/prodpad meta-data [on/off] will allow the admin to decide whether metadata and extended form options (products, tags, personas) are displayed when an idea or feedback is submitted.

/prodpad map #channel will allow the admin to decide of the channel is mapped to a specific product in ProdPad. This means that any idea or feedback submitted will automatically be linked to that channel. 

Syncing conversations and @mentioning users

When an idea, feedback, roadmap card or roadmap link is commented on in Slack this comment will be sync'd to ProdPad and show as a comment for the item. Any further replies in Slack will be added as a thread. Any comments made in ProdPad will be posted to the comment thread in Slack to keep users up to date.

If a user is @mentioned within a thread, they will receive a DM via Slack. Any replies to the DM comment will be populated in ProdPad and further replies will populate the Slack DM. 

If a new comment is added on ideas or feedback outside the existing thread, these comments will not be synced.

All comments added on feedback from an unregistered user will appear as though from the integration owner.

Searching for items

To search for ideas, simply enter /prodpad search [content] and ask the bot to search for a particular term within ProdPad.

To search for feedback, type /prodpad search_feedback [content]

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