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ZidiDocs

Slack

Post a message to a Slack channel when someone views your video, clicks your call-to-action, finishes a video or when you launch a campaign.

Available on: Pro

Connect Slack

  1. In the sidebar, click Integrations.
  2. Click the Slack card.
  3. Click Connect Slack. Slack asks you to allow the Zidi app in your workspace.
  4. Approve the request in Slack.
  5. Zidi returns you to the Integrations page with "Slack connected successfully!".

Zidi asks Slack for permission to post messages, list channels and join public channels. It does not read your messages.

Turn on notifications

Notifications are off after you connect. Nothing is posted until you choose a channel and save.

  1. In the sidebar, click Integrations, then the Slack card.
  2. Under Notification Channel, turn on Enable notifications.
  3. In Select channel, choose a channel.
  4. Click Save Channel Settings. You see "Channel settings saved".

When you save, the Zidi bot joins a public channel by itself. A private channel needs an invite first: open the channel in Slack and type /invite @Zidi. In the list, private channels show a lock, and channels the bot is not in show "(bot not member)".

You can post to one channel. Connection Details shows the Slack workspace, whether notifications are Enabled or Disabled, and the channel.

What Zidi posts

MessagePosted whenViewer shown as
Video ViewedSomeone opens a shared video link and the video loads (for some edited or multi-track recordings, when they press play). Once per viewer per 24 hours.Anonymous
A campaign recipient opens their personal link for the first time.Email if PII is on, otherwise "redacted"
CTA ClickedSomeone clicks the call-to-action on a shared video. Once per viewer per hour.Anonymous
A campaign recipient clicks the call-to-action for the first time.Email if PII is on, otherwise "redacted"
Engagement MilestoneAnyone watches a shared video to the end (100%).Anonymous
A tracked link recipient or signed-in viewer passes 50%, 80% or 100%.Their email
Campaign LaunchedYou launch a campaign.Not shown

Messages about a video include a View Video button when Zidi has the link. Your own views while you are signed in do not post a Video Viewed message. Watching your own video while signed in still posts Engagement Milestone messages at 50%, 80% and the end.

If you also use Make and your Make scenario keeps failing, the Campaign Launched message may not be posted.

What you will not see

  • No watch percentage on Video Viewed. It shows the viewer only. Watch progress comes in Engagement Milestone messages.
  • No campaign milestones. When a campaign recipient passes 50%, 80% or 100%, nothing is posted to Slack. Use Zapier or Make for that.
  • No video title on Campaign Launched. The message shows the campaign name, and its "Video:" line repeats the campaign name.

Why the viewer shows as "redacted"

For campaign messages, Zidi shows the recipient's email only if the campaign's Include recipient PII toggle is on. It is off by default. You can only turn it on while the campaign is in Draft, in the Custom Webhook card. See Send names and emails for a campaign.

If the bot is not in your channel

If the Zidi bot cannot post to the saved channel, the Slack page shows an amber alert:

Zidi isn't in #channel yet — notifications can't be delivered. In Slack, open #channel and run /invite @Zidi, then re-check.
  1. In Slack, open the channel and type /invite @Zidi.
  2. In Zidi, click Re-check. The alert goes away once the bot is in the channel.

Reconnect Slack

If the Zidi app was removed from your Slack workspace, or its access was revoked, the Slack page shows a red Reconnect required badge. The page says that notifications are silently failing.

Click Reconnect Slack and approve the app in Slack again.

Disconnect Slack

In the sidebar, click Integrations, then the Slack card, then Disconnect Slack. Zidi revokes its Slack access and stops posting. You see "Slack disconnected".

If your account moves off Pro, Zidi stops posting but keeps the connection. Messages for that time are not sent later. See Plans.

Troubleshooting

MessageWhat to do
#channel is a private channel — run /invite @Zidi inside it so the bot can post notifications.Invite the bot in Slack, then click Re-check.
Saved, but the bot needs to be added to #channel — run /invite @Zidi …Invite the bot in Slack, then click Re-check.
Saved, but the bot could not join #channel (reason). …Pick another public channel, or reconnect Slack.
Saved, but we couldn't verify the bot has access to #channel. …If no messages arrive, reconnect Slack.
Slack integration requires a Pro plan.Upgrade to Pro from Billing, then connect again.
Failed to connect Slack. Please try again.Click Connect Slack again.

If messages stop arriving, check these points:

  • Notifications shows Enabled in Connection Details.
  • No amber alert or Reconnect required badge is showing.
  • Your account is on Pro.