Getting Started Guide for New Users

Slack is a messaging service aimed to give you information instantly and professionally. If you have used Whatsapp then you will be familiar with the messaging process. Slack is slightly different and used by many businesses to communicate and engage the user in a more professional environment We will be using Slack to give you the very latest information from sales and marketing training tips to help you get the best from being an introducer, to industry updates that we feel would help you when with new clients. You will also have the ability to direct message your regional managers and engage with other IA’s on the programme.

1. You should have received an email from us inviting you to join up to our slack channel.

2. Once you have clicked the join now tab you can fill out your details and a password.

3. After clicking Next, you will be asked to confirm terms and conditions.

4. Ok, so you are now set-up with Slack

The example below shows you how to use Slack on a computer, but it’s best used when you are out and about, so we also recommend you download the free apps for iOS, Android, Windows, and Mac: https://slack.com/apps

Signing in for the first time.

You may find that when you sign in for the first time either on a computer or via the app that you will need to enter the workspace details before you log in. If you don’t see this page, then don’t worry as it will sign you straight in to the slack channel. This is a random process from Slack

You may see this screen appear.

If you type Full-Power-Utilities in the box, then it will connect your email to our workspace.

5. Home page and workspace.

6. Side menu.

7. Main workspace

As information is added to the channel your workspace will change to show you the latest posts.

Slack Bot. Slack bot is the automated part of Slack. You can type a question related to the introducer programme into a channel and hopefully the Slack Bot will give you the answer you require. For example, if you wanted to find out your broker contact details you just type “broker” or “brokers” or “how to contact my broker” into the text box, this will then bring up the relevant information. To find out how to use Slack and the Slack Bot, then please refer to this video introduction: https://youtu.be/Be1e-p7Xlyw

Trigger words. Slack is great for speed of response. Just by typing one or two trigger words, you may find the answers you are looking for. Below shows a list of some of the trigger words you might use: Trigger words Response examples

Top tips Tips about selling, prospecting and more Info Shows what information we need from a client RM Details of your Regional Manager Broker Details of your Broker Comms Commission information Website Website details Company check Check to find more information about your prospect Fun, Fact Brings up some interesting stats to wow your clients Green Explains about green energy Green suppliers Lists our completely green suppliers Premier IA Sign up as a Premier IA for some great benefits

Feel free to have a play around and see what you can find. We are adding new trigger words all the time. Slack etiquette Please be aware that anything you post in a slack channel will be seen by every user on that workspace. Use the workspace wisely, professionally and for the benefit of helping others and yourself to gain more information. Anyone found using expletives or negativity towards other users and/or the company will automatically be removed and banned from using the Slack channel.

Notifications

When you first join a workspace, Slack will notify you of messages directed at you. By default, here’s when you’ll receive notifications:

• You receive a direct message (DM)

• Someone replies to a thread you’re following

• Someone @mentions you or notifies a channel you’re in

• Someone uses one of your keywords

• You receive a reminder from Slackbot

These settings apply to both desktop and mobile notifications until you make changes.

By default, only @mentions, direct messages, and keywords will trigger a desktop notification. You can change this preference to include all messages sent to channels you're a member of, or nothing at all: If you have any problems with Slack then please contact your regional manager.