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Pet Loyalty Slack & Communications Guide

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Once a channel or team gets big enough, it’s great to have thread discipline, meaning, formatting channel posts as announcements with discussions to follow underneath. In many cases, I recommend making a channel for leadership announcements where only admins can post to the channel and follow up conversations must be threaded.

Content Channels

Note: It is not advisable to have channels dedicated to types of posts. If I’m a marketer, I want to report to #marketing or #revenue to see marketing-related messages, not have to check a separate channel for “marketing meeting attendance.” If you cannot make the marketing meeting, the relevant parties are all already checking #marketing, so there’s no need to spread information thin across more channels here.

Another example is #good-to-knows. If there’s a good-to-know piece of information relevant to sales, it should be posted in #sales. Why spread it out?

Channel naming conventions [Temporary Heading]

Channels serve a handful purposes:

  1. general purpose, all-team by topic (#random, #general, #positivity)

  2. team-specific by general function (#sales, #engineering, etc)

  3. Cross-team by campaign (#adp-integration)

  4. Bot reports (#crm-salesforce, #rollbar xyz, #new-lead-notifications)

  5. Business-unit specific (#sbi-v2, #sbi-v3)

Notes: I want to label campaign- and problem-specific channels so that they don’t roll into the fold. What are the types of channels I’m seeing arise? I also want to roll automated notifications into similar channels.

  1. By customer

  2. By feature or tool (powerBI, ezVet, )

  3. By vendor or bot integration (rollbar, aws, etc.)

How do we use naming to help group these? CS_Title, ENG_Title, etc…

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Policy: Creating a Slack Channel

  • Name the channel according to the naming convention <link>

  • Invite all relevant parties

  • Bookmark all documentation. For a marketing campaign, this is the Trello board. For an engineering initiative, it might be the Jira board or some kind of github repository.

  • For campaigns, use the Slackbot to remind you to archive the channel once the campaign has been completed. For a holiday promotions campaign, for instance, you can type a message to archive the channel or “/remind @your_username archive this channel on @date” and Slackbot will do the rest.

DMs (direct messages)

DMs are for fun side chats and work-related chats that are private.

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