Integrating ContactMonkey & Microsoft Teams

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

Getting Started

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

• Admin or Owner permissions in ContactMonkey.
• Permission to configure a Connector and/or incoming webhooks in Microsoft Teams.

How It Works

The ContactMonkey 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.

Step 1: Create An Incoming Webhook In Microsoft Teams

Steps can also be found directly in Microsoft's documentation here.

To add an Incoming Webhook to a Teams channel, follow these steps:

• In Microsoft Teams, open the channel where you want to add the webhook and select ••• from the upper-right corner.
• Select Connectors from the dropdown menu.

• Note: If you don't see Connectors in the dropdown menu, select Manage channel instead. Here you will see the option to manage the connectors that post to this channel. 
• Search for Incoming Webhook and select Add.
• Select Configure, and provide a name.
  • This webhook name will be visible to all recipients when you send a campaign to a Channel. We suggest something like "{Your Team Name} - {Weekly Newsletter}"

• Copy and save the unique webhook URL present in the dialog. You'll be entering this URL into ContactMonkey in the next step.
• Select Done.

That's it! Next you'll need to connect this webhook into ContactMonkey.

Step 2: Connect The Webhook Within ContactMonkey

Once you have the webhook from 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.