For those companies using the Slack messaging app to for internal communication, your Docebo LMS can now integrate with Slack. Please note that this integration is only available for those using Docebo version 6.9 or higher, and you must enable the Notifications app before beginning this integration.
This integration allows you to send notifications that you create in your Docebo platform to your team via Slack. Like all notifications, Slack notifications can be targeted to a specific user level in your LMS, scheduled, and assigned specific groups, branches, courses, and learning plans.
Slack notifications can be sent to your team via direct messages (from the Docebo bot in the Slackbot private message) or via public channels. Let’s see how to set up the integration and notifications.
How to Set Up the Slack Integration
To integrate your LMS with Slack, begin by logging into your LMS as the Superadmin. Then, from the left sidebar, select the Apps and Features item.
From the main Apps and Features page, press the Third Party Integrations tab. In the list of apps, find Slack, then press the Activate App button in the app’s row. In the pop up box, read the description, then press Install Now.
The Slack App will now appear in your Admin menu. Access the menu by scrolling your mouse over the gears icon in the left sidebar. Then, find the Slack section and press the Settings subitem.
You will then be directed to the main Slack configuration page. Before you start, make sure you are logged into your Slack account as an Administrator. Let’s begin in the first section, Slack Integration. In this section, press the Add to Slack button.
On the next page, select the Slack channel to which you would like to post using the dropdown menu in the Post To section, then press Authorize at the bottom of the page.
Now, move to the second section on the main Slack configuration page, Destination Branch. All of your team members in this Slack team will be integrated into your LMS as users, so you need to choose in which group or branch these users will belong. To do so, press the Select button in this section.
Then, in the pop up box, flag the check mark next to the name of the branch in which you want to place your Slack team members. When you’re finished, press Confirm.
Your users will appear now in that group or branch in the main Users area of the platform (Admin menu, Users). From said area, you can edit and add user details to these new LMS users as desired.
Finally, move to the third section on the main Slack integration page, Synchronization frequency. In this section, select how often you want to sync your Slack app and your Docebo LMS from the dropdown menu. Because the integration sends information rather quickly, we recommend setting the synchronization frequency to every hour.
When you’ve configured all of the sections on this page, press Save Changes. The page will automatically refresh. Stay on this page, and press the Sync button in the Synchronization Frequency section to sync the two platforms together for the first time.
After each sync, you will see the date and time of the last sync underneath the Sync button. You can press the View Logs link underneath to view any errors that might have occurred during the sync.
You’ve successfully integrated your Slack messaging app and your Docebo LMS. Now, you can begin setting up notifications to send to your team.
Create a Slack Notification
Begin by making sure you have activated the Notifications APP, you will be able to create and manage event notifications in the platform. Begin by accessing the Admin menu (gears icon) from the left sidebar, then find the Notifications section from the APPS area.
In the Notifications section, press the Manage subitem. You will then be redirected to the main Notifications page, where you can create new notifications, or manage already existing ones.
On the top half of the page, you will see an action bar with a button, the New Notification button. You will press this button to create every new notification. You will then see a search bar and a filter dropdown menu.
The search bar allows you to search for a specific notification via name or short code. With the filter’s dropdown menu, you can filter which notifications appear in the list based on the notification type.
Below the search bar, you will see a list of all of the notifications you’ve created. Later in this manual, you will see how to manage each notification in the list. Now, let’s go through the three ways to create a new notification. Press the New Notification button in the action bar at the top of the page to begin.
In the pop up window, you will see four tabs: General Settings, Email, Notification Area, and Slack. The latter three will be greyed out until you flag the corresponding check box. Begin in the General Settings tab.
In the first section, select a notification from the dropdown menu labeled Choose the Event. Then, in the Code text box, type in the short code that you want to associate with this notification. The code can be composed of alphanumerical characters as well as symbols, and there are no restrictions for the character length.
Then, flag the option to send the notification via Slack. You will then see that the Slack tab is no longer greyed out, so move to that tab.
Begin by flagging whether the notification will be sent as a direct message to each user, or if it will be sent in a specific channel. If it’s sent as a direct message, the user will receive the message from the Docebo Bot in the Slackbot direct message.
If you flag the option to send the notification in a specific channel, you will then need choose a channel from the dropdown menu that will appear below the flagged option.
Please note the following limitations when sending a Slack notification:
- You can only send notifications to public (or unlocked) Slack channels. You cannot send notifications to private (locked) channels.
- When you send a notification via Slack, you will trigger an API code, which delivers one message per second. This means that if you are trying to send a direct message to a large amount of people, it will take the same amount of seconds to completely send the notification to all of the users (example: Sending a direct message to 1,000 users will take 1,000 seconds). Therefore, we strongly recommend that any notification that you will send to more than 250 people should be sent in a channel, not in a direct message. You can set up specific Docebo notification channels targeted to specific user levels in Slack in order to send out notifications to a mass number of users.
Below, use the dropdown menu to assign a language to the notification.
Then, in the Subject text box, type in the subject of the notification, then move to the text editor to type in the message that you want to send to your users. For Slack notifications, you cannot edit the notification text using HTML, but you can insert short codes into the message by referring to the bank of short codes below the text editor.
If you want to learn how to edit the text of a slack notification, please refer to the link directly above the text box, which will redirect you a Slack article explaining how to do so. You can also find the article here.
Then, press Next.
On the next page of the pop up window, decide when you want send the event by flagging the corresponding check box next to the option. Please note that while some notification types allow you to send the notification before or after (allowing to the schedule the time of the notification), and others allow you to only send the notification at the time of the event.
Then, press Next.
Now, select which branches or groups in the LMS will receive this notification. Simply flag the option to select All groups and branches, or Select groups and branches. If you flag the latter option, select which branches or groups you wish to assign to the notification by flagging the check box next to the group or branch’s name.
Then, press Next.
Now, select the target for this notification: Users, Instructors, Power users, or Superadmins.
Then, press Next.
Finally, select which courses you want to assign to this notification, if any. Simply flag the option to select All courses, or Select courses. If you flag the latter option, select which courses or learning plans you wish to assign to the notification by flagging the check box next to the course’s or learning plan’s name.
Then, press Next for a final time.
Now, press whether you want to Save and Activate the notification, or simply Save the notification and go back to the list. Alternatively, you can go back to edit the details that you previously configured, or you can cancel the notification.
Once you’ve created your notifications, you can manage them using the list of notifications on the main Notification page.
Begin by finding the notification in the list. Then, you can press the item in the Scheduled column to edit the scheduling of the edit. Likewise, you can press the items in the Filter, Roles, or Associated Courses columns to edit the corresponding details of the notification.
At the end of the notification’s row, you will see three icons: a check mark, a pen and paper, and a red X. Flag the check mark, turning it from grey to green, to activate the notification in your LMS.
You can press the pen and paper icon to edit the details of the notification. Finally, you can use the red X to delete the notification. You will be asked to confirm the termination of the notification before the system deletes it.
You can find a list of each notification event, as well as descriptions and restrictions, here.