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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.

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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)

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.

  1. By customer (#cust-)

  2. By feature or tool (powerBI, ezVet, ) (#…<tool>)

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

  4. 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?

  1. Slack has edits, reactions, threads, opt-out for groups, readability, reminders, and more.

  2. 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!

  3. 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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