We have integrated with Slack! Through PeopleVine Webhooks, we can automatically notify you as soon as a customer books an appointment, fills out a survey, or buys a product! In order to do that, you need to provide us with your Slack Incoming Webhooks URL as well as your Message that you want to get notified about.
To get your Slack Incoming Webhooks URL, visit your the link below, making sure to switch out the placeholder for your Slack team.
https://[YOUR SLACK TEAM].slack.com/services/new/incoming-webhook
Choose what channel you would like to post to, then press "Add Incoming WebHooks Integration"
Note the Webhook URL because you will need that later.
To send a message, visit the Notification Engine in PeopleVine and select "Create a WebHook"
Select the activity you want to be notified once completed
Then paste the Webhook URL into the 'URL' bar and select POST as the method.
Next, input the text you would like to send based on the Slack message guidelines
Sending a Slack Message can be difficult at times. In order to make sure that your messages display correctly, feel free to check out the documentation from Slack here.
Here's a sample body message to post to slack:
{"channel":"#channel_name","username":"PeopleVine","text":"Hi, this is PeopleVine notifying you that an order was placed.","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png"}Please note that the "channel" parameter can either be a specific channel that you would like to post to, or a specific user. Just be sure to include the "#" or "@".
We have created several templates for you to use, feel free to copy and paste these into your Slack Webhook:
Someone has booked an appointment:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} booked an appointment for {@slot_subject@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} booked an appointment for {@slot_subject@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone has participated in a contest:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} entered {@contest_name@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} entered {@contest_name@}","title_link":"{@controlLink@}","text":" for details!"}]}Someone has redeemed a coupon:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just redeemed the {@pass_name@} coupon! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just redeemed the {@pass_name@} coupon!","title_link":"{@controlLink@}","text":" for details!"}]}When you have a new customer:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} is a new customer! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} is a new customer!","title_link":"{@controlLink@}","text":" for details!"}]}Someone has registered to an event:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} registered for {@event_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} registered for {@event_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone has said they are attending an event:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just confirmed attendance for {@event_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just confirmed attendance for {@event_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone has activated a membership:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} activated a memberhsip for {@membership_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} activated a memberhsip for {@membership_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone has registered for a Loyalty Program:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} registered for {@membership_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} registered for {@membership_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Failed payment for a membership:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"Uh-oh, {@first_name@} {@last_name@}'s membership payment failed for {@membership_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"Uh-oh, {@first_name@} {@last_name@}'s membership payment failed for {@membership_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Reactivation of a membership:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} reactivated their {@membership_title@} membership! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} reactivated their {@membership_title@} membership!","title_link":"{@controlLink@}","text":" for details!"}]}Successful membership payment:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"You received a payment from {@first_name@} {@last_name@} for their {@membership_title@} membership! Click here for details –> {@controlLink@}","color":"#99DC33","title":"You received a payment from {@first_name@} {@last_name@} for their {@membership_title@} membership!","title_link":"{@controlLink@}","text":" for details!"}]}Successful membership scan:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just checked in using their {@membership_title@} membership! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just checked in using their {@membership_title@} membership!","title_link":"{@controlLink@}","text":" for details!"}]}Successful renewal of membership:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just renewed their {@membership_title@} membership! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just renewed their {@membership_title@} membership!","title_link":"{@controlLink@}","text":" for details!"}]}You received a message:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"You received a text message from {@first_name@} {@last_name@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"You received a text message from {@first_name@} {@last_name@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone placed an order:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just placed order for ${@order_total@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just placed order for ${@order_total@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone was rewarded points:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} was rewarded points for {@activity_name@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} was rewarded points for {@activity_name@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone won a prize:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} won a prize in the {@contest_name@} contest! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} won a prize in the {@contest_name@} contest!","title_link":"{@controlLink@}","text":" for details!"}]}Someone purchased a specific product:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just purchased {@product_short@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just purchased {@product_short@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone left a new review:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just left a new review on {@product_short@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just left a new review on {@product_short@}!","title_link":"{@controlLink@}","text":" for details!"}]}Subscription payment failed:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"Uh-oh, {@first_name@} {@last_name@}'s subscription payment failed for {@reference_item@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"Uh-oh, {@first_name@} {@last_name@}'s subscription payment failed for {@reference_item@}!","title_link":"{@controlLink@}","text":" for details!"}]}Subscription payment received:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"You received a payment from {@first_name@} {@last_name@} their {@reference_item@} subscription! Click here for details –> {@controlLink@}","color":"#99DC33","title":"You received a payment from {@first_name@} {@last_name@} their {@reference_item@} subscription!","title_link":"{@controlLink@}","text":" for details!"}]}Subscription to service is renewed:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} renewed their {@reference_item@} subscription! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} renewed their {@reference_item@} subscription!","title_link":"{@controlLink@}","text":" for details!"}]}Someone subscribed to a service:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} subscribed to {@reference_item@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} subscribed to {@reference_item@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone subscribed to a membership:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} subscribed to the {@membership_title@} membership! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} subscribed to membership number {@membership_no@}!","title_link":"{@controlLink@}","text":" for details!"}]}Someone completed a survey:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} completed the {@survey_name@} survey! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} completed the {@survey_name@} survey!","title_link":"{@controlLink@}","text":" for details!"}]}Someone purchased a ticket to an event:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} just purchased tickets to {@event_title@}! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} just purchased tickets to {@event_title@}!","title_link":"{@controlLink@}","text":" for details!"}]}Completed transaction:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"Transaction #{@transaction_no@} has successfully processed! Click here for details –> {@controlLink@}","color":"#99DC33","title":"Transaction #{@transaction_no@} has successfully processed!","title_link":"{@controlLink@}","text":" for details!"}]}Someone was assigned an attribute:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"{@first_name@} {@last_name@} was assigned the '{@attribute_value@}' attribute! Click here for details –> {@controlLink@}","color":"#99DC33","title":"{@first_name@} {@last_name@} was assigned the _{@attribute_value@}_ attribute!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Admin:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as an Admin! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as an Admin!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Affiliate:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as an Affiliate! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as an Affiliate!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Business Contact:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as a Business Contact! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as a Business Contact!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Customer:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as a Customer! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as a Customer!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Dealer:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as a Dealer! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as a Dealer!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Distributor:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as a Distributor! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as a Distributor!","title_link":"{@controlLink@}","text":" for details!"}]}CRM: Registered as Employee:
{"username":"PeopleVine","icon_url":"http://cdn.peoplevine.com/media/232/email-signature/pv_email_leaves.png","attachments":[{"fallback":"CRM: {@first_name@} {@last_name@} was registered as an Employee! Click here for details –> {@controlLink@}","color":"#99DC33","title":"CRM: {@first_name@} {@last_name@} was registered as an Employee!","title_link":"{@controlLink@}","text":" for details!"}]}