Setup User Training Leaderboard

This guide walks you through integrating Slack with Herd, allowing your team to access live leaderboards, track performance, and celebrate achievements directly within your Slack workspace.

Overview

Your organization can view live leaderboards, track performance, and celebrate achievements directly within Slack. These leaderboards will foster visibility, engagement, and motivation across the company. This guide explains how to set up the training leaderboard and access it through Slack Canvas.

Connect Slack

Login to the Herd Console and click Setup on the lefthand side.

Before setting up the leaderboard, press Connect Slack to ensure that your Slack workspace is connected to Herd. Connecting Slack enables Herd to communicate with your workspace, manage permissions, and send real-time leaderboard updates.

Once connected, you can sync your Slack users with Herd. This ensures that every member of your Slack workspace is properly linked to their Herd profile, allowing accurate tracking of points, achievements, and participation in assigned trainings.

Expand the Canvas Leaderboard Configuration tab to see the following instructions

Canvas Leaderboard Configuration

The Canvas Leaderboard feature displays a live, automatically updating leaderboard inside Slack. This allows everyone in your organization to see the current standings - both monthly and all-time.

The setup process only takes a few minutes.

Automatic Setup

Follow these steps to configure your Slack Canvas leaderboard:

1. Ensure Slack is connected using the steps above.

2. Choose/create a Slack channel where everyone will be able to view the leaderboard.

3. Once you choose that Slack Channel, Invite the Herd bot to that channel:

   • Type @Herd in the message box and press Enter.

   • Click Invite to Channel when prompted.

4. Copy the Slack Channel ID:

   • Navigate and click on the Name of the chosen Channel to provide channel details.

   • If you're not there already, click the About tab.

   • Scroll to the bottom to find the Channel ID. There should be a channel to copy that Channel ID information.

5. Navigate back to the Herd Console. Paste the Channel ID into the configuration form in Herd and click Create Leaderboard Canvas.

Once created, the leaderboard will appear as a tab called Herd Leaderboard within the selected Slack channel and will automatically update as team members earn points.

Within Herd, you can set how many users appear on the leaderboard. Enter your desired number of participants, then click Save Limit to apply and store your preferences.

If there are users or accounts you want to exclude from the leaderboard, you can do so by entering their email addresses and click Add. These users will continue to earn points but will not be displayed publicly on the leaderboard.

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