Integrating ContactMonkey & Microsoft Teams

Use ContactMonkey's Microsoft Teams integration to send your campaigns to Microsoft Teams channels. This integration with Microsoft Teams gives you instant access to who’s clicking and opening your messages and readily shares your content using an accessible public shared link.

Setting Up Workflows In Microsoft Teams - Watch Video

Getting Started

To integrate Microsoft Teams and ContactMonkey, you'll need the following:

• Admin or Owner permissions in ContactMonkey.
• Permission to create a Workflow in Microsoft Teams.
  • If you don't have this permission, you likely will not see the option to set up a Workflow.

How It Works

ContactMonkey's Microsoft Teams integration allows you to send customizable text-based previews of your campaigns to selected channels within Teams. 

When the CTA (call to action) button within the Teams message is clicked, we track those clicks, and the recipient's web browser opens your campaign as a beautiful custom HTML site.

There are two steps that need to be completed to use ContactMonkey and Microsoft Teams:

1. Configure a Microsoft Teams Workflow for your desired Microsoft Teams channel

2. Connect the Workflow into ContactMonkey

Already integrated but looking to learn how to send a campaign to Teams? Learn more here.

Step 1: Add A Workflow To A Microsoft Teams Channel

To add a Workflow to a Microsoft Teams Channel follow these steps:

• Launch Microsoft Teams
• Click into Teams on the far left

• Select the Team that you would like to add the Workflow for
• Click on the three dot icon next to the Team name and select Workflows from the dropdown menu

• Click on Post to a channel when a webhook is received in the new window that pops up

• Feel free to optionally name your Workflow. This is helpful if you will be configuring multiple Teams channels with a Workflow, and will help you distinguish in the future which Workflow applies to which channel. 

• You can change the Channel in which the Workflow will work on in this step, or leave it as is

• Copy the HTTP Post URL at the bottom of the modal as you'll be using this in ContactMonkey in the next steps

• Select Done

Step 2: Connect The Workflow Within ContactMonkey

Once you have the Workflow set up in Teams, you'll need to connect it to ContactMonkey. To do so, follow these steps:

• Sign in to your ContactMonkey dashboard.
• Click the down arrow next to your name in the top right corner to open the main menu.
• Select Settings from the drop-down menu that appears.
• Select Integrations in the menu along the left.
  
  
• Under Channels, click Connect in the Microsoft Teams integration tile.
• In the modal that opens, enter a channel name and the webhook URL copied from within Step 1.
  
  
  • Note: This name is an internal identifier only. To stay organized, we suggest naming it the {team name} + {channel name} from which the webhook is connected.
    • Example: Customer Success - Announcements
  • This channel name can be edited by clicking into the name field, renaming the channel, and saving the changes at any time.
• Save your changes.

Optional Step: Change Who The Workflow Is Sent From

By default with Workflows in Microsoft Teams (specifically the post to a channel when a webhook is received Workflow), whenever a post is made in a channel, the post will be shown as coming from "Flow bot". You can easily change who your posts are coming from by following the below steps:

• Click on the three dots icon on the left side of your Teams and search or click on Workflows

• You should now see a list of Workflows you have created. Click into the Workflow that you would like change who the posts show as coming from whenever you share a ContactMonkey email campaign to Teams. 
• Click on Edit at the very top of this window

• Click on Send each adaptive card to expand the table

• Click on Post card in a chat or channel

• In the Post as drop-down, select User for the posts in the channel to be shown as coming from you, rather than Flow bot