slackCommerce Quickstart

Get slackCommerce today

Aims & Preparation

Most of this is included if you get the Installation & Setup Service

Follow the Easy Install Guide to get Clean up and running.

Make sure you have your Magento Cron running - Clean uses it to index your sales for display.

We're going to have a look at the core slackCommerce functions, and how to customise them for your store.

 

slackCommerce Connects Magento to Slack

Wait! Slack, what's that?

• Slack is an awesome collaboration tool, something like a mix between Skype, HipChat, email, and your favourite cloud-based apps.
• It helps connect with your team members in a fun way, with no timezone or device hangups (like Skype - just try sending an image to an offline co-worker!).
• It cuts back email, moving notifications into your Slack window. Great for keeping up-to-date with changes to your Trello board, BitBucket repo, without needing those emails filling your inbox.
• Easy to send files - see the images/files direct in the chat.
• It's fun. Somehow. And, hey it got valued at something like $2bn after 2 years - so probably worth a look!
• Almost forgot - it allows you to see your Magento orders without logging into your website, using slackCommerce!

1. Get notified of Orders direct in your Slack channel (this can be a private or team channel).
   • No need to stay logged into your Magento site and refresh the page to see new orders.
   • Set specific order statuses as the trigger, and send different statuses to different channels (eg. have a fraud-channel)
   • Easy way to keep the team updated with sales.
2. Help secure your site - set notifications for admin logins (and admin login fails).
3. Improve sales - get a notification for new user accounts (eg. drop them a line).
4. Get a better idea of your business - Daily & Weekly metrics with order numbers, values, etc.
   • Send to a specific channel (eg. to private channel if you don't want the whole team to see).
5. Maintain your brand among your team - set a custom icon for the notifications.
   • Also great for multiple sites coming into one channel - set a unique icon for each site.
6. Set a specific color for each type of notification - make it easier to skim through to find what you're looking for.

That's it! It's super-simple, plug it in and easily keep on top of what's happening in your store.

Setup

There's pretty minimal setup required.

The defaults are pretty good for 90% of stores - all you need to do is add your slack channel where you want the notifications to show up

Let's get straight into slackCommerce with some screenshots:

Slack Connection

1. Set your unique Incoming Slack Webhook URL

   • To get this:

   1. Log into your Slack account (either in the app or browser).
   2. Click into the channel you want the Magento notifcations to get posted to (or create one if you don't have one already).
   3. Inside that channel, click + Add a service integration
   4. At the bottom of the page you're redirected to, click View next to Incoming WebHooks
   5. Click the big green button :) and you'll then see the Webhook URL : copy that and paste it back in the slackCommerce config field.
2. Set the Default Channel
   • This is the default channel that slackCommerce notifications will post to.
   • If you set this to a public channel, remember to prefix the name with a #
3. Add the Notification Icon
   • This will show up in your Slack feed. If you have multiple sites running slackCommerce then you can set a different one per site. We kind like the default icon here :)

Event Notifications

The defaults are pretty good here, pretty good chance you won't need to changed anything!

• Set which Magento events to be notified about in Slack.
• You can get granular here, with the option to notify specific channels for each specific event.

Eg. admin login fails could go to a special security channel.

• Set a color for each one, this can help to skim through messages for what you're after.

Choose from these options:

• New [custom status] Order (ie. when an order reaches this status).
  • This could be for instance: New Order, New Invoice, New Shipment, New Credit Memo, New Suspected Fraud.
• New account action:
  • New customer account
  • New backend admin login
  • New backend admin login fail - useful to get notified of any door-knockers!

Metrics Notifications

• Get Daily and Weekly sales summaries direct in Slack!

Could it be any easier to keep track of the health of your store(s)?!

• You can set specifically which parts you want to see.
• You can notify a specific channel with these metrics - eg. maybe you want to send these to a private channel, so the warehouse crew don't get distracted!

Choose from these options:

• Daily/Weekly Metrics
• Qty Orders
• Total $ Revenue
• Qty Products sold
• Average Products per Order
• Average $Revenue per Order

Usage

Just login to Slack and see your orders/events ping up.

That's it! Setup is easy, using it is easy - what are you waiting for!