If you’re coming from RB2B
| RB2B | Squid ID | |
|---|---|---|
| Alerts for several websites | Shared stream | Each website has its own channels and rules, or several websites can share one channel |
| Slack workspace | One per account | Chosen per website |
| Which website a lead came from | Not surfaced | Every alert starts with a Site line |
Why this matters. With several websites, you decide per website where its leads go, and a shared channel still tells you which website each visitor was on.
How websites and workspaces fit together
- Slack settings follow the website picker. The Slack page shows the website selected at the top of the app. Switch websites to see or change another website’s setup.
- Each website posts to one Slack workspace. The bar at the top of the Slack page says which, for example acme.com posts to Acme.
- A new website starts with no Slack. Nothing is sent until you choose a workspace and add a channel, so a new website can never post into the wrong Slack by accident.
- Changing one website never changes another. Connecting, switching, or disconnecting Slack on one website leaves your other websites exactly as they were.
- Channels stay where you set them up. A channel keeps posting into the workspace it was created in, even if you later change the website’s workspace. When you use more than one workspace, each channel card shows which one, for example in Acme.
- A channel belongs to one website. It posts that website’s leads and uses that website’s ICPs and high-intent pages. To send another website’s leads to the same Slack channel, add the channel on that website too.
Set up Slack for a new website
1
Select the new website
Pick it at the top of the app and open Settings → Integrations → Slack.
2
Choose a workspace
Pick Use next to a workspace you already connected, or Sign in to a different Slack for a separate workspace.
3
Add a channel
Click Add channel and pick where this website’s leads go. See Add a channel.
One channel for several websites
To get every website’s leads in one place, add the same Slack channel on each website.1
Set up the first website
Add the channel as usual, for example
#leads.2
Switch to the next website
Pick the next website at the top of the app and open Settings → Integrations → Slack.
3
Add the same channel
Click Add channel. Channels your other websites already post to are listed first, marked Gets leads from the other website. Pick it and click Add.
Both websites must post to the same Slack workspace to share a channel. If a website uses a different workspace, its picker lists that workspace’s channels instead.
Change a website’s workspace
Use this when a website should post somewhere else from now on, for example after moving to a new Slack.1
Open Change workspace
On the website’s Slack page, click Change workspace.
2
Pick or sign in
Pick a workspace you’ve already connected, or sign in to a different one.
3
Re-add channels in the new workspace
New channels use the new workspace. Existing channels keep posting into the old workspace until you remove them, so nothing goes quiet while you set up the new ones.