Integrating Slack with Awardco (Legacy)

Integrating Awardco with Slack enables your team to access recognition programs directly within Slack, making recognition easier and more accessible. This guide will walk you through the process of finalizing the integration and setting up new features.
 

1. Adding the Awardco App to Your Slack Workspace
2. Connecting Your Slack and Awardco Accounts
3. Setting up Multi-Channel Posting for Slack
4. Feed Settings

Adding the Awardco App to Your Slack Workspace

1. Begin by Logging into Your Awardco Account:
   • Navigate to the Admin section of your account.
   • Click Settings and then Integrations.
   • On the integrations page, click the Slack Integration.
2. Connect to Slack:
   • Click Connection Settings and select the Connect to Slack button under Integration Status.
   • You will be redirected to the Slack website to finalize the integration.
   • Sign into your Slack account and click Allow on the permissions page. Learn more about the Awardco app in Slack's Marketplace.
   • Once connected, return to your Awardco platform. The integration status should now show as "Active".
   • Under Settings, you can change the channel in your Slack workspace where public recognitions will be posted and shared.

Note: Your Slack workspace can only be connected to one Awardco platform. If your organization uses multiple Awardco platforms, you'll need to choose one to integrate. For any questions, please get in touch with your Awardco point of contact.
 

Connecting Your Slack and Awardco Accounts

1. Open Slack and Type the Command:
   • In any Direct Message or Channel in Slack, type "/recognize" and hit enter.
   • A message will appear directing you to connect your Slack and Awardco accounts.
2. Connect Your Account:
   • Click the Connect Account button.
   • The link will take you to your Awardco platform, where your connection will be automatically authenticated once you log in.
   • A confirmation screen will appear, indicating that your accounts are now connected and ready for recognition.

Note: Each employee must individually connect their Awardco and Slack accounts following these steps. Non-admin users can be directed to the "Send Recognition in Slack" section for setup instructions.
 

Setting up Multi-Channel Posting for Slack

Recognitions can be posted to different channels based on the recipient's metadata. To set this up:

1. Navigate to Channel Settings:
   • Go to Admin > Integrations Library > Slack > Channel Settings.
2. Configure Default and Metadata-Specific Channels:
   • The Default Channel is where recognitions will post if the recipient doesn't meet the channel rule requirements. You may leave this blank, meaning only recognitions matching recipient metadata will post to appropriate channels.
   • Choose a metadata field and add a rule. Pick the channel for recognitions, noting that only public channels will show.
   • Assign metadata values to channels. Metadata values can only be associated with one channel.

Sending Recognitions in Awardco via Slack

1. Type the Recognition Command:
   • In the Slack channel dedicated for recognitions, type "/recognize" and hit enter.
   • A recognition pop-up will appear, allowing you to search for and select users to recognize.
2. Complete the Recognition Process:
   • After selecting the user(s), choose the appropriate recognition program.
   • Complete the recognition form, including any award value if applicable.
   • Click Submit to send the recognition in the selected channel or direct message. If approvals are required, the recognition will be placed in the approval queue.

Note: Recognitions sent in direct messages may not post as private in your Awardco platform.
 

Feed Settings

To edit how recognitions are posted/appear on the Slack channel feed:

1. Navigate to Feed Settings:
   • Go to Admin > Integrations Library > Slack > Feed Settings.
2. Recognize Someone Button: Toggle this on to add a "Recognize Someone" button to all recognitions in the feed. This is recommended if all users are eligible to give recognitions.
3. View in Awardco Link: Turn this on to include a direct link to recognitions in the Awardco platform at the end of each Slack post.
4. Multimedia Posting: Enable this to allow images, GIFs, and videos in recognitions posted to Slack.
5. Profile Tagging: Enable this to make user names clickable, linking to their Slack profiles.
6. Select Automated Recognition Types: In the Automated Programs tab, choose which types of automated recognitions (e.g., birthdays, onboarding, service awards, one-time MemoryBooks) you want to post in Slack.
   • Decide whether these posts will follow the rules set in your Channel Settings tab or post to a specific channel.

If you have any questions, please contact Awardco Admin Support.