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, open Settings from the left-hand sidebar, and switch to the Integrations tab — the Slack card lives in the Messaging section.
Before setting up the leaderboard, press Connect on the Slack integration 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 using the Sync Users button. 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:
Ensure Slack is connected using the steps above.
Choose/create a Slack channel where everyone will be able to view the leaderboard.
Once you choose that Slack Channel, Invite the Herd bot to that channel:
Type
@Herdin the message box and press Enter.Click Invite to Channel when prompted.
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.
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.
Channel Leaderboards
Beyond the main training leaderboard, you can create additional Channel Leaderboards - separate leaderboards that each live in their own Slack channel. Click Add Canvas to open the New Canvas form, then choose a Type:
Training leaderboard - ranks members by training points. You can scope it two ways, and both are optional: Filter by training tag (pick one or more tags your trainings carry, so a #security channel shows only security-tagged trainings and a newly tagged training joins that board on its own) and a filter to specific trainings. Leave both empty to include all trainings. If the tags you pick match no trainings, the board is empty rather than falling back to everything.
Phishing leaderboard - ranks members by the points they earn from phishing simulations.
AI Coach leaderboard - ranks members by the points they earn from AI Coach activity.
Give the canvas a Name (for example, Phishing Defenders), paste the Slack Channel ID, then click Create Canvas. Each canvas appears in your list with its channel and a View in Slack link, and you can edit or remove it at any time. Invite the Herd bot to each mapped channel first; if it isn't a member, the canvas list shows a notice naming the fix and the board simply waits until the bot is invited.
The phishing leaderboard canvas
A phishing leaderboard canvas keeps your team focused on spotting and reporting suspicious emails. Points are earned through phishing simulations:
+5 points - Report a phishing simulation
+1 point - Receive a phishing simulation and don't click
0 points - Click the link (these are still tracked in a Caught column for context)
The canvas shows both a monthly board (which resets each month) and an all-time board, with columns for rank, name, points, reports, avoided, and caught.
Team view
If your organization has groups configured, the phishing leaderboard canvas also includes a Top Teams view alongside the individual rankings. Teams are ranked by average points per member, so smaller and larger teams compete fairly. Each row shows the team's average points and an Active / Total count, making it clear how many members have contributed points relative to the team's full size. The team view appears automatically for both the monthly and all-time boards once groups exist - if your organization has no groups, it's simply omitted.
Public Phishing Leaderboard
In addition to the Slack canvas, Herd hosts a public phishing leaderboard web page that your team can open in a browser. This page shows your organization's phishing leaderboard with All time and This month views.
Because the page lives outside the Herd Console, viewers must prove which organization they belong to before any standings are shown. When someone opens the page, they're prompted to Sign in to view the leaderboard with one of two options:
Sign in with Slack
Sign in with Microsoft Teams
Viewers should sign in with the same account they already use for Herd. Herd matches the signed-in workspace (Slack) or tenant (Microsoft Teams) to your organization and shows only that organization's leaderboard - there's no way to view another organization's standings.
Channel Activity Feed (Slack)
Beyond leaderboards, Herd can post a running roll-up of wins — training completions, track completions, points, and reported phishing/smishing/WhatsApp lures — to a Slack channel of your choice. Configure it under Settings → Integrations → Slack → Channel Activity Feed:
Slack channel — pick the destination (invite the Herd bot to the channel first).
Post frequency — Hourly, Daily, or Weekly. Every post is a single roll-up of everything since the last one — the bot never posts one message per event.
How people are named — Plain names (no notifications), the default, or @-mentions if your team wants the ping.
What to broadcast — pick which win types are included, and whether posting is limited to business hours.
Only wins are ever broadcast: clicks, failures, and missed deadlines are never posted to a shared channel. Use Post a sample to see the format before turning it on.
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