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Requirements

To follow the steps in this guide, you’ll need:
  • Permissions in Omni that allow you to create schedules and alerts
  • An existing destination to send deliveries to. Refer to the destination setup guides for more information:

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Setup

1

Define the delivery settings

2

Configure the delivery schedule

3

Select format & filter options

4

Configure destination settings

The last step is to define where the delivery will be sent. Click the last tab, which will be labeled with the type of Destination you selected.
To finish setting up a Slack delivery, select the Channel or user Direct message you want to receive the delivery. You can also add a message and format it with Slack markup.Refer to the Slack deliveries guide for more information.
Slack messages can include Mustache references, including system user attributes, allowing you to create dynamic, personalized content for recipients.
To finish setting up a webhook delivery, add the webhook URL. Refer to the Webhook deliveries guide for more information.You can also specify a file name for the delivery using the File Name field. Don’t include the extension, such as .png or .csv.
5

Test the delivery

6

Save the delivery