Create custom segments / views based on Tags
Send mass DMs, surveys and other bulk actions based on custom segments that you can define in Dots.
Creating a view
Go to Members tab
2. Click on + New on the top right to create a new segment / view
3. Type the name and description
4. Select a filter type.
5. Type in the tag you want to select.
6. Once selected, click View
7. This new view/segment will be visible in the top bar. Click that one to access the members in that view.
8. You can select members here to take specific actions
Sending Surveys
10. To send out survey, you fill out the Question and the option. You can also choose between different type of questions.
Mass DM
12. You can use the same parameters to personalize
Bulk tag members
You also have the ability to bulk tag these members
14. Export
You can export the list of Slack IDs or emails by copying or in a CSV.
Delete a view
PreviousSegmenting by channel to send mass DMs, SurveyNextUser settings for work hours, and notifications
Last updated