Set up Slack notifications

Post a message to Slack for every donation, and receive compliance alerts in your workspace. Each uses its own webhook, so you can send them to different channels.

Together can send two kinds of Slack messages, configured side by side under Settings -> Notifications. Each points at its own Slack incoming webhook, so you choose which channel each one lands in.

• Alerts - compliance signals: caps approaching their limit, disclosure deadlines, and sync problems.
• Donation stream - a message as donations come in: new gifts, incoming bank-debit payments that are still processing, and failed payments. Covers donation forms, checkout links, recommendation sets, and donations you record manually.

Before you start

You need:

• ADMIN role on your org.
• Permission to add an app to your Slack workspace (your Slack admin may need to approve it the first time).

Turn on the donation stream

1. Go to Settings -> Notifications.
2. In the Donation Stream card, click Add to Slack.
3. On Slack's screen, choose the channel you want donations posted to (e.g. #donations) and approve.

That's it - you're returned to Together, the stream is switched on, and donations post to that channel in real time as they come in. A confirmation shows which channel it's connected to.

Add compliance alerts

In the Alerts card, click Add to Slack and pick a channel the same way. Choose a different channel from the donation stream to keep compliance alerts separate, or the same channel to put everything in one place.

Prefer to paste a webhook instead?

If you'd rather not connect the app - or your workspace doesn't allow it - each card also accepts an incoming webhook URL you create yourself. Paste it into the Webhook URL field, click Test, then Save changes.

What a donation message shows

Each donation message includes:

• The amount, and whether the gift is new, incoming (an async payment still processing), or failed - shown in the heading.
• The donor's name, linked to their record in Together.
• Where the gift came from (donation form, checkout link, recommendation set, or a manual entry) and the payment method - card, BECS Direct Debit, or PayTo; for a manually recorded donation, the offline method (cash, cheque, bank transfer) or "in-kind".
• A View donation link that opens the donation's details, plus the date and time.
• For a recommendation set, a short breakdown of how the gift was shared - each recipient and their amount.
• A Recurring tag for subscription gifts.

Turn it off

Untick Post a message per donation (or clear the webhook URL) and Save changes. Compliance alerts are unaffected - they keep using the Alerts webhook.