Connect ContactMonkey to Microsoft Teams to share your campaigns directly in Teams channels. When recipients click the call-to-action button in Teams, ContactMonkey tracks those clicks and opens your campaign as a custom HTML page in their browser.
Before You Begin
You'll need:
- Owner or Administrator permissions in ContactMonkey
- Permission to create Workflows in Microsoft Teams
- A Grow or Enterprise plan
Note: If you don't see the option to set up a Workflow in Teams, you may not have the required permissions. Contact your Teams administrator for assistance.
Step 1: Create a Workflow in Microsoft Teams
- In Microsoft Teams, click the ellipsis (...) next to your desired channel
- Select Workflows
- Click View Templates
- Select Send webhook alerts to a channel
- Confirm the parameters and click Save
- Click Copy webhook link (you'll need this in the next step)
Tip: Consider creating dedicated channels for internal communications (like "Announcements" or "Weekly Newsletter") rather than using busy channels where messages might get lost.
Step 2: Connect the Workflow in ContactMonkey
- Click your name at the top right of the ContactMonkey dashboard
- Click Settings
- Click Integrations
- Scroll and locate the Microsoft Teams channel
- Click Configure or Show details
- Click Add a channel
- Enter a name for your channel
- Paste the webhook URL you copied from Teams
- Click Save
Repeat this process for each Teams channel you want to connect.
Step 3: Change the Message Sender (Optional)
By default, Teams Workflows display messages as coming from "Flow bot." To change the sender:
- Click the ellipsis (
...) in the left-hand menu of Teams - Click Workflows
- Scroll down and click your desired workflow
- Click Edit
- Click Edit in Power Automate
- Click Ok to open Power Automate
- Click Send each adaptive card
- Click Post card in a chat or channel
- Click the Post as drop-down and select User
- Click Save (twice)
Click here for a video walkthrough.
Frequently Asked Questions
Can I disconnect a Teams channel?
Yes. Navigate to the Microsoft Teams tile in ContactMonkey settings and follow these steps:
- Click Show details
- Click the trash can icon beside the channel you wish to disconnect
- Click Save
How many Teams channels can I connect?
There is no limit.
Who can see the campaigns I send to Teams?
Anyone with access to the Teams channel will see the campaign preview. Tracking only occurs when someone clicks the call-to-action button.
Can I send to a channel I'm not a member of?
Yes. As long as the webhook has been configured in ContactMonkey, you can send messages to that channel.
Can I send direct messages to individuals?
No, ContactMonkey only supports sending to channels.