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.
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Channels serve a handful purposes:
general purpose, all-team by topic (#random, #general, #positivity)
team-specific by general function (#sales, #engineering, etc)
Cross-team by campaign (#adp-integration)
Bot reports (#crm-salesforce, #rollbar xyz, #new-lead-notifications)
Business-unit specific (#sbi-v2, #sbi-v3)
Formatting
Use an underscore “_” to denote hierarchy, and use a hyphen “-” to replace a space.
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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.
By customer (#cust-)
By feature or tool (powerBI, ezVet, ) (#…<tool>)
By vendor or bot integration (rollbar, aws, etc.) (#…bot)
By campaign (#camp-
How do we use naming to help group these? CS_Title, ENG_Title, etc…
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In modern remote organizations, email is advised for automated incoming messages from service providers and external communications.
Why?
Slack has edits, reactions, threads, opt-out for groups, readability, reminders, and more.
Slack isolates client communications from a catastrophic “reply-all” that contains sensitive internal discussion, pricing detail, or private comments. I’ve personally seen private client communications several times due to lack of reply-all discipline!
Most “From” emails from teammates are calendar invite updates, file shares, and other automated messages that desensitize readers from reacting appropriately to an authentic or important message from a teammate.
Got an email you want to share? Check out this Gmail > Slack integration that shares email with relevant parties and isolates internal discussion to Slack.
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