Messaging

Article Overview

For detailed information about messaging, click here.

Overview

The messaging building block enables you to integrate your journey with a team communication and collaboration app, such as Slack.

Adding the EasySend App to Your Slack Channel

(See Figure 1 to Figure 4)

Before configuring the Messaging building block, perform the following steps:

Figure 1: Messaging

1. Locate the desired channel on Slack, for example, #Marketing.
2. Click the three dots (1).
3. Click Edit Settings (2).

    Result:

    The following window appears:

Figure 2: Adding Apps

4. Click Integrations (3). 
5. Click Add apps (4).

    Result:

    The following window appears:

Figure 3: Adding Apps

6. Locate the EasySend app and click Add (5).

    Result:

    The app is added:

Figure 4: Added Apps

Messaging Options and Configuration

(See Figure 5 and Figure 6)

The Messaging contains the following options and fields:

• Label
• Provider (currently Slack only)
• Role (optional)
• Resource
• Edit Message
• Description

Figure 5: Messaging

Figure 6: Label and Role

Adding a Resource

(See Figure 7 to Figure 9)

To add a new Slack resource, click the dropdown (1) and click + Create New Resource (2). 

Figure 7: Creating a New Resource

After clicking, provide your Slack information:

• Workspace name
• Credentials 

If the provided information is validated, the following window will appear: 

Figure 8: Allowing Permissions

Click Allow (3) to provide permissions to the EasySend app.

Figure 9: Added Resource

Edit Message

(See Figure 10)

When clicking the Edit Message button, the Edit Message window appears. The window contains the following fields and options:

• Message Name (can also be set through the label)
• Recipaints - the Slack channel you added the EasySend app to, for example, #Marketing.
• Different recipients per environment checkbox:
  • When checked - enables you to add recipients per environment 
  • When not checked - recipients will be added to the default environment
• Message Body - the text that will be sent to the Slack channel
• + Add Dynamic Field - add dynamic fields to the text:
  • Model data items
  • Metadata items  
• Save - confirms all the changes and closes the window 

Figure 10: Edit Window Message