How to format a Slack message

When setting up a Slack action in a journey or playbook, you can add merge tags, emojis and mentions to create personalized messages. This page shows you how.

Add merge tags and emojis

You can add merge tags and emojis to the Slack message so it contains helpful and relevant information about a contact. Here’s an example for a new trial notification:

And here’s how that message looks in Slack. Note that it contains a link to View contact, which takes you to the contact’s view in Ortto.

TIP: To put the View contact link on a new line, add an blank line at the end of your Slack message when setting it up.

Mention a team member

You can mention members of your workspace when creating the message in Ortto.

To do so, in Slack, view the profile of the member you want to mention. On their profile, click the … (more menu), then Copy member ID.

In Ortto, at your Slack message configuration, insert the member ID and add "<@ >", for example: <@A12B3CDEFGH>

Here’s how that message looks in Slack.