workflow · how to

Create a brand and finish Brand Basics

Follow the create a brand and finish brand basics workflow in Slack.

Goal

Create a brand and save Brand Basics so calendars, approvals, account connections, and the setup checklist all share one brand context in Slack.

When to use this

Use this workflow when:

  • You are setting up Slash Social for the first time and need a brand before connecting accounts.
  • You are adding another brand to your organization and have room under your plan brand limit.
  • You skipped or partially completed Brand Basics during setup and need to finish required fields.

Brand Basics is the foundation step. Downstream setup jobs such as cadence, pillars, and account connection all read from the brand you create here.

Before you begin

Slash Social must be installed in your Slack workspace. You need permission to manage brand settings for the workspace.

Check your plan brand limit before adding a brand. Free and Starter plans include one brand; Team includes five; Scale includes twenty. See Plans for current limits. If you are at the limit, Slack shows an upgrade prompt instead of the create form when you choose Add brand.

Steps

Add a brand

  1. Open Slash Social App Home or type /social.
  2. Choose Settings, then Brands.
  3. Choose Add brand.
  4. Enter the Brand name and Brand owner, then submit.

If your organization is at its brand limit, Slack opens an upgrade prompt instead of the create form. Resolve the limit before trying again.

After a successful submit, Slack opens Brand Basics and selects the new brand as your active brand. Continue the rest of setup from the activation checklist on App Home.

Complete Brand Basics

In the Brand Basics modal, fill in each field:

  • Brand name and website URL (the URL is used for brand kit scanning)
  • Timezone for scheduling and display
  • Primary goal: grow followers, drive traffic, generate leads, sell products, or educate audience
  • Review channel where approval cards should post

Submit to save. Pick an existing Slack channel for approvals. If you need a new channel, create it in Slack first, then return to Brand Basics and select it from the list.

Channel validation errors stay on the modal. Fix the channel name or pick another channel before you submit again.

Edit brand basics later

You can update brand details after setup without restarting onboarding.

  1. Open Settings from App Home or /social.
  2. Open Brand Basics for the active brand.
  3. Change the fields you need and submit.

Updates require brand management permission. If you change the review or inbox channel, Slash Social may post a triage legend message in the new channel so teammates know how to use it.

Confirm it worked

After Brand Basics saves:

  • App Home shows the correct brand name in the header or brand switcher.
  • The activation checklist marks Set up your brand complete.
  • Resume Setup advances to the next job, such as Connect Accounts or Content Pillars, depending on brand stage.

If you added a second brand, confirm the new brand is selected as active before you continue setup steps for that brand.

Troubleshooting

Add brand shows an upgrade prompt

You reached the brand limit for your plan. Review limits on Plans or remove a test brand before adding another.

Brand creation fails on submit

Read the error on the modal. Common fixes include choosing a unique brand name and confirming the brand owner is a valid workspace member. Retry after you fix the highlighted issue.

Channel validation fails in Brand Basics

Confirm the channel exists in Slack and the app can post there. Create the channel in Slack if needed, then reopen Brand Basics and select it.

App Home looks stale after submit

Switch away from App Home and back to Slash Social. The home tab should refresh with the new brand name and updated checklist row.

You opened Brand Basics outside setup

That is fine. Saving Brand Basics from Settings still marks the checklist row complete when all required fields are present.