Tracks are automated workflows that guide users through a series of steps — messages, polls, surveys, tasks, and more. Perfect for onboarding, training, and recurring processes.
You must be an Admin or Manager to create and edit tracks.
🚀 Getting Started
- Open Doozy from your Slack sidebar
- Click Tracks
- Click Create New Track
- Configure your trigger, steps, and settings
- Save and activate
⚙️ Track Configuration
1. Choose a Trigger
Select how users enter the track:
| Trigger | Description |
|---|
| User Joined | Automatically add new users when they join Slack |
| Work Anniversary | Trigger on work anniversary dates |
| Schedule | Run on a recurring schedule |
| Manual | Add users manually |
2. Add Steps
Build your workflow by adding steps:
| Step Type | Description |
|---|
| Message | Send a message to the user |
| Poll | Single-question feedback |
| Survey | Multi-question surveys |
| Quiz | Test knowledge with scored quizzes |
| Task | Assign actionable to-dos |
| Introduction | Connect users with teammates |
| Mentor Assignment | Pair with a mentor or buddy |
| Delay | Wait before the next step |
| Add to Track | Enroll in another track |
3. Track Details
| Field | Description |
|---|
| Title | Name your track (e.g., “New Hire Onboarding”) |
| Description | Optional summary of what the track does |
| Managers | Who can edit and manage this track |
The track title and description are visible to participants, so keep them clear and friendly!
4. Set Status
| Status | Description |
|---|
| Draft | Track is saved but not running (default) |
| Active | Track is live and will trigger for users |
| Paused | Temporarily stopped |
📋 Example: Onboarding Track
| Day | Step | Description |
|---|
| Day 1 | Message | Welcome message with first-day info |
| Day 1 | Introduction | Connect with their buddy |
| Day 3 | Poll | ”How’s your first week going?” |
| Day 7 | Survey | First week feedback survey |
| Day 14 | Task | Complete compliance training |
| Day 30 | Survey | 30-day check-in |
⭐ Best Practices
| Practice | Why It Works |
|---|
| Start simple | Begin with a few steps and add more over time |
| Use delays strategically | Space out steps so users aren’t overwhelmed |
| Preview before activating | Test your track to ensure it flows correctly |
| Keep content fresh | Review and update tracks regularly |
| Assign multiple managers | Ensure continuity if someone leaves |
