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Integrating ContactMonkey and Microsoft SharePoint

Publish ContactMonkey emails directly to your SharePoint sites and track engagement where your employees already work. This integration allows you to deliver internal communications seamlessly across your organization.

What You Can Do with the SharePoint Integration

  • Publish email campaigns directly to SharePoint pages using embedded web parts
  • Archive communications automatically in SharePoint document libraries
  • Track engagement analytics, including unique opens and total opens per SharePoint channel

Before You Begin

This integration requires coordination between multiple roles in your organization:

  • SharePoint Administrator – Deploys the ContactMonkey app to your SharePoint environment and embeds web parts on pages
  • ContactMonkey Administrator – Configures channels and manages access requests
  • IT Administrator – Approves the ContactMonkey-SharePoint enterprise app in the Entra Admin Center

Important: Make sure your SharePoint site has a Documents folder. ContactMonkey creates a subfolder called "ContactMonkey Emails" within Documents for archiving. If this folder is missing or renamed, the integration won't work.

Understanding the Setup Process

The integration happens in phases:

  1. SharePoint Administrator installs and deploys the ContactMonkey Connector app
  2. ContactMonkey Admin authorizes the connection and configures delivery channels
  3. SharePoint Administrator embeds web parts on pages
  4. ContactMonkey Admin approves access requests

Each phase must be completed in order.

Phase 1: Deploy the ContactMonkey App

👤 Role: SharePoint Administrator

  1. Open the SharePoint Store
  2. Search for ContactMonkey Connector
  3. Deploy the app to your organization

Note: You can choose to automatically deploy the app to all sites or add it manually to individual sites.

Phase 2: Add the App to Your Site

👤 Role: SharePoint Administrator

⬇️ Skip to Phase 3 if you enabled automatic deployment to all sites.

  1. Navigate to the SharePoint site where you want to use ContactMonkey
  2. Click the gear icon at the top right
  3. Click Add an app or New → App
  4. Search for "ContactMonkey"
  5. Select the ContactMonkey Connector app to add it to your site

Repeat these steps for each site where you want to use the ContactMonkey integration.

Phase 3: Authorize SharePoint Connection

👤 Role: Contact Administrator + IT Administrator

ContactMonkey Admins establish the connection between ContactMonkey and SharePoint using OAuth 2.0 authentication.

  1. Click your name at the top right of your ContactMonkey Dashboard
  2. Click Settings
  3. Click Integrations
  4. Locate the Microsoft SharePoint tile and click Sign in
  5. Submit Microsoft credentials 
    • Critical: The account you use must have Site Owner permissions (separate from ContactMonkey Admin permissions). This step only needs to be completed once for your organization.
  6. Your IT admin will need to approve the ContactMonkey-SharePoint enterprise app in the Entra Admin Center

⚠️ Important: Disable any ad-blockers before proceeding, or you won't receive access requests for Phase 6.

Phase 4: Create Delivery Channel(s)

👤 Role: ContactMonkey Administrator

Delivery channels organize your communications by connecting ContactMonkey content feeds to specific SharePoint sites.

  1. Click Show Details in the Microsoft SharePoint tile
  2. In the integration modal, select the Delivery Channels tab
  3. Fill in the required information:
    • Channel Name (e.g., "HR Updates," "Company News")
    • SharePoint Site URL
  4. Click Save to add the channel

You can create as many channels as needed.

Using the Correct Site URL

Always use the SharePoint site URL, not the page URL.

❌ Incorrect: https://yourcompany.sharepoint.com/sites/TheMonkeyMonthly/SitePages/Employee-onboarding.aspx

✅ Correct: https://yourcompany.sharepoint.com/sites/TheMonkeyMonthly

Remember: Each ContactMonkey channel connects to one SharePoint site. All web parts on pages within that site will display the same channel content. To display different content feeds, create separate channels for different sites.

Phase 5: Embed the Web Part on a Page

👤 Role: SharePoint Administrator

Once the app is added to your site, you can embed the ContactMonkey web part on specific pages to display your email campaigns.

  1. Navigate to the SharePoint page where you want to display ContactMonkey emails
  2. Click Edit
  3. Click the + (plus) icon in a web part zone to add a new component
  4. Search for "ContactMonkey" and select the ContactMonkey Connector web part
  5. Click Edit Properties
    1. Give your web part a title
    2. Update your region, if applicable
    3. Select your desired delivery channel
    4. Click Apply
  6. Save and publish the page

After embedding the web part, you'll see a "Web Part is Pending Approval" message. This is normal—a ContactMonkey Admin must approve your access request before the web part becomes functional.

Phase 6: Approve Access Requests

👤 Role: ContactMonkey Administrator

This approval process gives you control over who can publish content to your SharePoint sites.

  1. In the SharePoint integration modal, select the Access Requests tab
  2. Review pending requests and click the green checkmark to approve
  3. You'll see a success message, and the request will be removed from the list

After approval, the web part is ready to display content and can be further customized.

Rejecting Access Requests

  1. In the Access Requests tab, click the red X to reject
  2. You'll see a confirmation message, and the request will be removed from the list

The requester will receive an email notification that their request was denied. The connection token is permanently removed and won't reappear.

You're Ready to Share Content!

Your SharePoint integration is now complete. You can start publishing ContactMonkey emails to SharePoint pages.

Next steps:

  • Learn how to share emails to SharePoint from the dashboard or Outlook plugin
  • Customize the appearance of your web parts
  • Review engagement analytics for your SharePoint channels

Security & Permissions

ContactMonkey uses OAuth 2.0 with Single Sign-On (SSO) for secure authentication. When you connect ContactMonkey to SharePoint, the following permissions are requested:

  • openid – Identifies the user
  • email – Accesses the user's email address
  • offline_access – Allows ContactMonkey to refresh access tokens automatically
  • https://graph.microsoft.com/User.Read – Reads user profile information
  • https://graph.microsoft.com/Sites.ReadWrite.All – Reads and writes to SharePoint sites

These permissions allow ContactMonkey to upload HTML versions of sent emails to the Documents directory of your SharePoint sites.

Frequently Asked Questions

Can I change my SharePoint site name after setting up the integration?
Yes, but you'll need to update the site URL in ContactMonkey (Settings → Integrations → Microsoft SharePoint) since it changes when you rename the site.

See Also

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