Connect Leap Change to Slack to send notifications, deliver survey invitations, and communicate with stakeholders through their preferred channels.
Features
Notifications
- Send change announcements to channels
- Notify stakeholders of new surveys
- Alert on important updates
Survey delivery
- Send survey invitations via Slack DM
- Track response rates by channel
- Send reminders to non-responders
Stakeholder mapping
- Link Slack users to stakeholders
- Auto-match by email address
- Enable communication preferences
Connecting Slack
- Go to Settings > Integrations
- Click on Slack
- Click Connect to Slack
- Select your Slack workspace
- Authorize Leap Change
- Connection is established
Required permissions
The Slack app requests:
| Permission | Purpose |
|---|
| chat:write | Send messages to users and channels |
| users:read | Read user profiles for matching |
| users:read.email | Match users by email address |
| channels:read | List available channels |
Configuring Slack
Default channel
Set a default channel for announcements:
- In integration settings, click Configure
- Select a channel from the dropdown
- Save changes
User mapping
Match Slack users to stakeholders:
Automatic mapping
Leap Change can automatically match users:
- Enable Auto-match by email
- Users with matching email addresses are linked
- Mapping updates on each sync
Manual mapping
Link users manually:
- Open a stakeholder profile
- Click Link Slack account
- Search for the Slack user
- Click Link
Sending messages
Direct messages
Send a message to a stakeholder:
- Open the stakeholder profile
- Click Send Slack message
- Compose your message
- Click Send
The stakeholder must be linked to a Slack account.
Channel announcements
Post to a channel:
- Go to Communications
- Create a new activity
- Select Slack channel as the delivery method
- Choose the target channel
- Schedule or send immediately
Surveys via Slack
Sending survey invitations
- Create or open a survey
- Click Send invitations
- Select Slack as delivery method
- Choose stakeholders with linked Slack accounts
- Send invitations
Survey reminders
Send reminders to non-responders:
- Open the survey
- Click Send reminders
- Select Slack
- Reminders go to stakeholders who haven’t responded
Communication preferences
Stakeholders can indicate their Slack preference:
| Preference | Behavior |
|---|
| Slack preferred | Prioritize Slack over email |
| Email preferred | Use email instead of Slack |
| Both | Send via both channels |
Troubleshooting
Messages not delivered
- Verify the stakeholder is linked to Slack
- Check if the user exists in your workspace
- Confirm the bot has access to DM the user
Channel posting failed
- Ensure the Leap Change app is added to the channel
- Check channel permissions
- Verify the channel is public or app is invited
User not found
- Verify the email address matches
- Check if the user is active in Slack
- Try manual linking
Disconnecting
To remove the Slack connection:
- Go to integration settings
- Click Disconnect
- Confirm the action
Disconnecting removes all Slack user mappings. You’ll need to re-link users if you reconnect.
