# Threadly ## Threadly - [Welcome to the Threadly Help Center](https://threadly.gitbook.io/threadly/readme.md): Threadly is the Slack app for broadcast messaging, workflow automation, and engagement analytics. Send to hundreds of channels at once, automate recurring communications, and track every click — all i - [How to Install Threadly](https://threadly.gitbook.io/threadly/getting-started/how-to-install-threadly.md): Install Threadly in your Slack workspace in under two minutes. No code required — just click, authorize, and start broadcasting. - [Quick Start Guide](https://threadly.gitbook.io/threadly/getting-started/quick-start.md): Send your first Threadly broadcast in under 5 minutes. This guide walks through composing a message, selecting channels, and sending or scheduling your first broadcast. - [Accessing Threadly in Slack](https://threadly.gitbook.io/threadly/getting-started/accessing-threadly-in-slack.md): Open Threadly from the Slack sidebar under Apps to access the Home tab, compose broadcasts, manage Conversation Groups, and view analytics. Any workspace member can access it independently. - [Updating Your App Permissions](https://threadly.gitbook.io/threadly/getting-started/updating-your-app-permissions.md): If Threadly shows a permissions error banner, it needs updated Slack access to send messages and track engagement. Resolve it in seconds without losing any of your messages, groups, or workflows. - [Adding Threadly to Your Channels](https://threadly.gitbook.io/threadly/getting-started/adding-threadly-to-your-channels.md): Threadly must be a member of a Slack channel to send messages to it and track engagement. Three ways to add the Threadly bot: manually in the channel, via Conversation Groups, or through the message e - [How to Send a Message with Threadly](https://threadly.gitbook.io/threadly/sending-messages/how-to-send-a-message-with-threadly.md): Step-by-step guide to composing and sending a broadcast message to multiple Slack channels with Threadly. Covers the message editor, destination selection, token type, and the send preview screen. - [Leveraging Message Variables](https://threadly.gitbook.io/threadly/sending-messages/how-to-send-a-message-with-threadly/leveraging-message-variables.md): Personalize Threadly broadcasts at scale using variables like {{user}} and {{channel}}. Variables are swapped for real values when each message sends— perfect for DMs, welcome messages, and channel-sp - [Message Settings](https://threadly.gitbook.io/threadly/sending-messages/how-to-send-a-message-with-threadly/message-settings.md): Customize how Threadly sends your messages: change the content format order, control link previews, manage the sender tagline, and choose between a User token (replies come to you) or Bot token. - [Scheduling Messages](https://threadly.gitbook.io/threadly/sending-messages/scheduling-messages.md): Schedule Threadly broadcast messages to send at the exact right moment. Choose a date, time, and timezone and let Threadly deliver automatically. Scheduling is available on Premium. - [Message Acknowledgements](https://threadly.gitbook.io/threadly/sending-messages/message-acknowledgements.md): Require Slack recipients to confirm they've read your Threadly message with an Acknowledgement button. Track who has and hasn't acknowledged, per-user and per-message, in Threadly analytics. Premium f - [Message Privacy Settings](https://threadly.gitbook.io/threadly/sending-messages/message-privacy.md): Control who can see engagement data for each Threadly message. Hide a message from the shared team Logs view or restrict analytics access to an approved list of specific team members. - [How to Create a Template](https://threadly.gitbook.io/threadly/sending-messages/how-to-create-a-template.md): Save any Threadly message as a reusable template. Templates let you pre-build your most common broadcasts and apply them in one click when composing new messages — no rewriting required. - [Utilizing the Threadly Shortcut](https://threadly.gitbook.io/threadly/sending-messages/utilizing-the-threadly-shortcut.md) - [Understanding Threadly's /SendMessage Slash Command](https://threadly.gitbook.io/threadly/sending-messages/understanding-threadlys-sendmessage-slash-command.md) - [Conversation Groups Overview](https://threadly.gitbook.io/threadly/groups/conversation-groups-overview.md): Conversation Groups bundle Slack channels into named collections so you can broadcast to all of them with one click. Choose Static Groups for fixed lists or Dynamic Groups that auto-update based on fi - [Dynamic Conversation Groups](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups.md) - [How to Create a Dynamic Group](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups/how-to-create-a-dynamic-group.md) - [Dynamic Group Filters](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups/dynamic-group-filters.md) - [HubSpot Segments](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups/hubspot-segments.md): Build dynamic Slack channel groups automatically filtered by HubSpot data. Use any HubSpot property — MRR, lifecycle stage, deal owner, industry — to keep your segments current without manual maintena - [Attio Segments](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups/attio-segments.md): Build dynamic Slack channel groups automatically filtered by Attio CRM data. Use any Attio record property to keep your segments current without any manual maintenance. - [Planhat Segments](https://threadly.gitbook.io/threadly/groups/dynamic-conversation-groups/planhat-segments.md): Build Threadly Dynamic Conversation Groups filtered by Planhat customer data. Target Slack channels by health score, lifecycle stage, renewal date, or any custom Planhat property. Membership auto-upda - [Static Groups](https://threadly.gitbook.io/threadly/groups/static-groups.md) - [How to Create a Static Group](https://threadly.gitbook.io/threadly/groups/static-groups/how-to-create-a-static-group.md) - [Setting Up the Channel Grouping Assistant](https://threadly.gitbook.io/threadly/seting-up-the-channel-grouping-assistant.md): The Threadly Channel Grouping Assistant notifies you when you join new Slack channels and prompts you to add them to your Conversation Groups. Set a channel pattern to filter only the notifications th - [Introduction to Actions](https://threadly.gitbook.io/threadly/actions/introduction-to-actions.md): Threadly Actions make your Slack messages interactive. Use Website CTAs to link out to any URL, or Form CTAs to collect structured data right inside Slack — no external tools needed. - [Website CTAs](https://threadly.gitbook.io/threadly/actions/website-ctas.md): Drive engagement with interactive CTA buttons on messages in Threadly - [How to Create a Website Action](https://threadly.gitbook.io/threadly/actions/website-ctas/how-to-create-a-website-action.md) - [Form CTAs](https://threadly.gitbook.io/threadly/actions/form-ctas.md): Collect structured responses from Slack users with Threadly Form CTAs. Build custom forms with text fields, dropdowns, date pickers, and more — submitted directly in Slack without switching apps. Prem - [How to Create a Form](https://threadly.gitbook.io/threadly/actions/form-ctas/how-to-create-a-form.md) - [How to Create a Quick Form](https://threadly.gitbook.io/threadly/actions/form-ctas/how-to-create-a-quick-form.md) - [Setting Up Form Webhooks](https://threadly.gitbook.io/threadly/actions/form-ctas/setting-up-form-webhooks.md) - [Creating Anonymous Forms](https://threadly.gitbook.io/threadly/actions/form-ctas/creating-anonymous-forms.md): Capture form submissions anonymously - [Unpublishing Your Form CTA](https://threadly.gitbook.io/threadly/actions/form-ctas/unpublishing-your-form-cta.md) - [Calendar Actions](https://threadly.gitbook.io/threadly/actions/calendar-actions.md): Threadly Calendar Actions let Slack recipients book meetings without leaving Slack. Connect Cal.com or HubSpot Calendar, add a booking button to any message, and let people pick a time inside a Slack - [Setting Up Real-Time Click Notifications](https://threadly.gitbook.io/threadly/setting-up-real-time-click-notifications.md): Get a Slack DM the moment someone clicks your Threadly CTA button. Set up real-time click alerts from the Actions screen in a few steps — so you never miss a high-intent click. - [Overview](https://threadly.gitbook.io/threadly/profiles/overview.md): Threadly Profiles let you customize the sender name and photo recipients see on your Slack messages. Send as your brand, a team name, or a specific persona — with built-in impersonation prevention. - [Create a Profile](https://threadly.gitbook.io/threadly/profiles/create-a-profile.md) - [How to Add Profile Images in Threadly](https://threadly.gitbook.io/threadly/profiles/how-to-add-profile-images-in-threadly.md) - [How Threadly Prevents Impersonation](https://threadly.gitbook.io/threadly/profiles/how-threadly-prevents-impersonation.md) - [Introduction to Workflows](https://threadly.gitbook.io/threadly/workflows/introduction-to-workflows.md): Threadly Workflows automate Slack messaging based on triggers and actions. Welcome new members, send recurring updates, respond to form submissions, and more — all running automatically in the backgro - [Creating Your First Workflow](https://threadly.gitbook.io/threadly/workflows/creating-your-first-workflow.md): A complete step-by-step guide to building your first Threadly workflow. Pick a trigger, configure actions, name and publish — includes a full welcome-message example you can follow along with. - [Workflow Triggers](https://threadly.gitbook.io/threadly/workflows/workflow-triggers.md): Learn about the five Threadly workflow triggers: On a Schedule, User Joins Channel, Channel Meets Criteria, Form Submission, and Message Posted. Compare all triggers and find the right one for your Sl - [On a Schedule](https://threadly.gitbook.io/threadly/workflows/workflow-triggers/on-a-schedule.md): Run Threadly workflows automatically on a recurring schedule — send weekly team updates, daily standup reminders, or end-of-week summaries at the exact time and days you choose. - [User Joins Channel](https://threadly.gitbook.io/threadly/workflows/workflow-triggers/user-joins-channel.md): Automatically send a Threadly message when someone joins a Slack channel. Use this trigger to welcome new members, share channel guidelines, or kick off onboarding flows the moment someone arrives. - [Channel Meets Criteria](https://threadly.gitbook.io/threadly/workflows/workflow-triggers/channel-meets-criteria.md): Trigger a Threadly workflow automatically when you're added to a Slack channel that matches your naming rules. Scale communications across hundreds of dynamic or auto-created channels without manual s - [Form Submission](https://threadly.gitbook.io/threadly/workflows/workflow-triggers/form-submission.md): Trigger a Threadly workflow whenever someone submits a Threadly form. Automate confirmation messages, route requests based on field values, or connect form responses to your CRM or external tools. - [Message Posted](https://threadly.gitbook.io/threadly/workflows/workflow-triggers/message-posted.md): Trigger a Threadly workflow when a message is posted in a Slack channel. Use keyword filters to respond to specific topics, monitor for competitor mentions, or automate follow-ups based on what your t - [Workflow Steps](https://threadly.gitbook.io/threadly/workflows/workflow-steps.md): Explore all Threadly workflow steps: Send Message, Delay, Send Webhook, Send to Zapier, Add/Remove User from Segment, Add Threadly to Channel, and Update HubSpot Contact. Chain steps to build powerful - [Managing Workflows](https://threadly.gitbook.io/threadly/workflows/managing-workflows.md): Manage Threadly workflows after publishing: disable, edit, version, clone, and archive automations. Access workflow logs to troubleshoot skip reasons, monitor execution history, and fix misfiring work - [Advanced Workflow Settings](https://threadly.gitbook.io/threadly/workflows/advanced-workflow-settings.md): Fine-tune Threadly workflows with advanced settings: restrict allowed days, configure re-enrollment rules, set cooldown periods, use message variables, and understand workflow states and execution log - [Introduction to Analytics](https://threadly.gitbook.io/threadly/analytics/introduction-to-analytics.md): Track message opens, CTA clicks, form responses, and reactions for every Threadly broadcast. See aggregate counts on Free or per-user breakdowns on Premium. - [Using Logs & Analytics](https://threadly.gitbook.io/threadly/analytics/using-logs-and-analytics.md): The Logs & Analytics tab in Threadly shows every message you've sent, its delivery status, and full engagement data. Learn to filter your history and read per-message analytics. - [How Threadly Tracks Reactions](https://threadly.gitbook.io/threadly/analytics/how-threadly-tracks-reactions.md): Threadly monitors Slack emoji reactions left on every broadcast message. Learn how reaction tracking works and where to view per-message reaction data in the Logs & Analytics tab. - [How Threadly Tracks CTA Clicks](https://threadly.gitbook.io/threadly/analytics/how-threadly-tracks-cta-clicks.md): Threadly automatically tracks every CTA button click on messages sent to Slack channels. Free users see aggregate totals; Premium users see exactly who clicked and when, with optional real-time alerts - [How Threadly Tracks Responses](https://threadly.gitbook.io/threadly/analytics/how-threadly-tracks-responses.md): Threadly records every Form CTA submission from your Slack messages. Free users see total submission counts; Premium users see individual respondents, their answers, and can export all responses as a - [HubSpot](https://threadly.gitbook.io/threadly/integrations/hubspot.md): Threadly’s native HubSpot integration makes it easy to target the right people, trigger automated workflows, book meeetings and create dynamic, personalized messaging — all directly from your CRM. - [Attio](https://threadly.gitbook.io/threadly/integrations/attio.md): Connect Attio CRM to Threadly to build dynamic Slack channel groups based on your Attio record properties. Filter channels by any CRM field and keep your segments automatically up to date. - [Zapier & Webhooks](https://threadly.gitbook.io/threadly/integrations/zapier.md): Connect Threadly to Zapier or any external system using webhooks. Trigger Threadly workflows from 1,000+ apps, or send Threadly data outbound on form submissions and workflow events. - [Cal.com](https://threadly.gitbook.io/threadly/integrations/cal.com.md): This feature is available on our Premium plan. Allow Cal.com meeting scheduling directly inside Slack with Threadly. - [Calendly](https://threadly.gitbook.io/threadly/integrations/calendly.md): Use Calendly booking links as CTA buttons in Threadly messages. Let Slack recipients schedule time with you directly from the message — no integration setup required, works with any Calendly link. - [Notion](https://threadly.gitbook.io/threadly/integrations/notion.md): Sync your Notion databases with Threadly to use published pages as message actions. Share SOPs, guides, and resources directly inside Slack messages with a single button — no copy-pasting links. - [Planhat](https://threadly.gitbook.io/threadly/integrations/planhat.md): Connect Planhat to Threadly to build Dynamic Conversation Groups filtered by customer health scores, lifecycle stages, and CRM data. Target the right customer Slack channels automatically without manu - [Other Integrations](https://threadly.gitbook.io/threadly/integrations/other-integrations.md) - [Workspace Variables](https://threadly.gitbook.io/threadly/settings/workspace-variables.md): Define reusable Workspace Variables in Threadly and insert them into any message with a {{variable\_name}} placeholder. Update a variable once and every future message that references it uses the new v - [Plans & Pricing](https://threadly.gitbook.io/threadly/admin-and-billing/plans-and-pricing.md): Compare Threadly’s Free and Premium plans. See which features are included, how per-seat billing works, and how to manage your subscription. - [How Threadly Charges for Active Users](https://threadly.gitbook.io/threadly/admin-and-billing/how-threadly-charges-for-active-users.md): Threadly bills only for users who actively send messages in a billing period. Opening the app, viewing analytics, or reacting to messages does not count. See the full breakdown of billable vs. non-bil - [How to Access Your Threadly Invoices/Billing Info](https://threadly.gitbook.io/threadly/admin-and-billing/how-to-access-your-threadly-invoices-billing-info.md) - [How to Add a User to Threadly](https://threadly.gitbook.io/threadly/admin-and-billing/how-to-add-a-user-to-threadly.md) - [Understanding Threadly's Premium Plan](https://threadly.gitbook.io/threadly/admin-and-billing/understanding-threadlys-premium-plan.md) - [How Threadly Sends Your Messages](https://threadly.gitbook.io/threadly/faqs/how-threadly-sends-your-messages.md): Threadly uses your Bot Token or User Token depending on the message destination. Learn which token is used for channels vs. DMs, how Profiles affect delivery, and what that means for replies. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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