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Connect Leap Change to Slack to send notifications, deliver survey invitations, and communicate with stakeholders through their preferred channels.

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Features

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Notifications

  • Send change announcements to channels
  • Notify stakeholders of new surveys
  • Alert on important updates

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Survey delivery

  • Send survey invitations via Slack DM
  • Track response rates by channel
  • Send reminders to non-responders

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Stakeholder mapping

  • Link Slack users to stakeholders
  • Auto-match by email address
  • Enable communication preferences

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Connecting Slack

  1. Go to Settings > Integrations
  2. Click on Slack
  3. Click Connect to Slack
  4. Select your Slack workspace
  5. Authorize Leap Change
  6. Connection is established

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Required permissions

The Slack app requests:

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Configuring Slack

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Default channel

Set a default channel for announcements:
  1. In integration settings, click Configure
  2. Select a channel from the dropdown
  3. Save changes

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User mapping

Match Slack users to stakeholders:

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Automatic mapping

Leap Change can automatically match users:
  1. Enable Auto-match by email
  2. Users with matching email addresses are linked
  3. Mapping updates on each sync

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Manual mapping

Link users manually:
  1. Open a stakeholder profile
  2. Click Link Slack account
  3. Search for the Slack user
  4. Click Link

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Sending messages

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Direct messages

Send a message to a stakeholder:
  1. Open the stakeholder profile
  2. Click Send Slack message
  3. Compose your message
  4. Click Send
The stakeholder must be linked to a Slack account.

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Channel announcements

Post to a channel:
  1. Go to Communications
  2. Create a new activity
  3. Select Slack channel as the delivery method
  4. Choose the target channel
  5. Schedule or send immediately

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Surveys via Slack

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Sending survey invitations

  1. Create or open a survey
  2. Click Send invitations
  3. Select Slack as delivery method
  4. Choose stakeholders with linked Slack accounts
  5. Send invitations

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Survey reminders

Send reminders to non-responders:
  1. Open the survey
  2. Click Send reminders
  3. Select Slack
  4. Reminders go to stakeholders who haven’t responded

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Communication preferences

Stakeholders can indicate their Slack preference:

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Troubleshooting

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Messages not delivered

  1. Verify the stakeholder is linked to Slack
  2. Check if the user exists in your workspace
  3. Confirm the bot has access to DM the user

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Channel posting failed

  1. Ensure the Leap Change app is added to the channel
  2. Check channel permissions
  3. Verify the channel is public or app is invited

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User not found

  1. Verify the email address matches
  2. Check if the user is active in Slack
  3. Try manual linking

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Disconnecting

To remove the Slack connection:
  1. Go to integration settings
  2. Click Disconnect
  3. Confirm the action
Disconnecting removes all Slack user mappings. You’ll need to re-link users if you reconnect.