2 Easy Steps to Launch Slack Connect and Onboard Your Customer

2 Easy Steps to Launch Slack Connect and Onboard Your Customer

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Biplab

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Why should teams use Slack Connect?

Slack Connect declutters threads by bringing all fragmented conversations into one platform.

1. Slack Connect fosters transparency and it's an instant mode of communication. According to Slack, it decreases turnaround time for reviews and approvals by half. 

2. It helps businesses improve relationships with customers. For example, with the help of Thena, customer messages in Slack Connect can be turned into Thena requests. You now have better visibility in customer queries and can save time in follow-ups.

3. By documenting all the important conversations in Slack Connect, businesses follow security and compliance metrics

Customer onboarding best practices via Slack Connect

While onboarding people from external organizations, it's important to do these three things:

1. Add contexts to email invitations by using an introductory email template to explain Slack Connect and its goals

2. Use a kickoff message to lay the ground rules in the Slack channel

3. Use the Workflow Builder to automate repetitive messages for new members 

Remember that Slack Connect for Slack channels is a premium feature. If your customers are using a free Slack plan, they'll be automatically upgraded to the Pro plan with a 90-day free trial when they accept your invitation. If you're on Enterprise Grid, your recipients can join for free.

FAQ's

What is Slack Connect?

Slack Connect is a feature that allows you to create shared channels with external organizations. This can be helpful for collaborating with customers, partners, or vendors.

What are the benefits of using Slack Connect?

There are several benefits to using Slack Connect, including:

  • Improved communication and transparency: When you create a shared channel with another organization, everyone in the channel can see the same messages and files. This can help to improve communication and transparency between organizations.

  • Saved time: Slack Connect can help you to save time by eliminating the need to switch between different communication channels. For example, you can use Slack Connect to communicate with customers directly, rather than having to email them back and forth.

  • Improved customer relationships: Slack Connect can help you to improve customer relationships by providing a more direct and convenient way to communicate with customers.

Is Slack Connect free?

Slack Connect is a premium feature, and free Slack plans will be upgraded to the Pro plan with a 90-day free trial.

How do I get started with Slack Connect?

To get started with Slack Connect, you will need to have a paid Slack plan. Once you have a paid plan, you can follow these steps:

  1. Go to the "Administration" section of your Slack workspace.

  2. Click on "Connected apps."

  3. Click on "Create an app."

  4. Give your app a name and description.

  5. Click on the "Features" tab.

  6. Enable the "Slack Connect" feature.

  7. Click on the "Install app" button.

  8. Follow the instructions on the screen to complete the installation process.

How do I onboard a customer to Slack Connect?

Once you have created a shared channel, you can invite your customers to join the channel by sharing the channel invitation link with them. I hope this helps! Let me know if you have any other questions.

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