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.
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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.
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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.
- 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
Using Connectors & Changing to Workflows
If you integrated Microsoft Teams with ContactMonkey before July 31st, 2024, you very likely have your Teams channels configured with ContactMonkey via something called connectors or webhook URLs.
Microsoft has announced that connectors (what powers the integration between ContactMonkey and Microsoft Teams) will be retired in favor of workflows as of January 31st 2025. You can reference this article if you would like to continue using connectors through to December 2025, however, you will eventually need to switch your configured Teams channels over to using workflows in favor of connectors because of the impending retirement of connectors.
If you would like to get head of the connector retirement and switch to using workflows in favor of connectors, please follow the above workflow configuration instructions, per each Teams channel that you currently have integrated with ContactMonkey.
Once you have set up a workflow for each Teams channel, you will need to copy the HTTP Post URL from the workflow and replace the old connector/webhook URL that is currently present in ContactMonkey. Please follow the below steps to swap out the URLs.
1. As a ContactMonkey Admin, click into the Settings drop-down, followed by Integrations. Finally, click into Show Details under the Microsoft Teams tile on the Integrations page.
2. For each configured Teams channel you would like to update, swap out the existing webhook URL for the new HTTP Post URL from the workflow you set up in previous steps in Teams. Important: ensure that you are copying the HTTP Post URL from the same channel name as the channel you are updating in ContactMonkey. Once the webhook URLs are replaced, click Save.
Frequently Asked Questions
Can I disconnect a Teams channel?
Yes, absolutely! To do so, navigate to the Microsoft Teams integration tile and select "Turn Off Integration" OR select the trash icon next to the webhook.
The trash icon will completely delete the webhook, whereas "Turn Off Integration" will prevent campaigns from being sent to that channel. If you choose to turn it back on, you will not need to get another webhook.