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  3. Microsoft SharePoint Integration

Integrating ContactMonkey & Microsoft SharePoint

Leverage ContactMonkey's Microsoft SharePoint integration to enhance your internal communication strategy by publishing emails directly to designated SharePoint pages.

Check out the video below for a visual demonstration of the instructions. 

 

With our SharePoint integration, you can:

  • Publish ContactMonkey email campaigns within SharePoint Sites, where they can be embedded in specific Pages.

  • Archive ContactMonkey email campaigns within SharePoint Sites for future reference.

  • Track additional “social channel” analytics (e.g., Unique Opens, Total Opens) when a ContactMonkey email campaign is embedded within a SharePoint Page.

Getting Started

Prerequisites

To integrate SharePoint with ContactMonkey, ensure you have:

    • Admin or Owner permissions in ContactMonkey.

    • Access to a SharePoint Administrator at your organization to download the ContactMonkey app from the SharePoint App Store and connect the app to a SharePoint Web Part.

Key Terminology

Site: A top-level container in SharePoint that can host multiple pages and libraries.
Page: A single web page within a site used to display content.
Web Part: A modular component that can be added to a page to provide specific functionality, such as displaying documents or integrating apps.

 

How It Works

The integration between ContactMonkey and SharePoint primarily occurs within SharePoint Sites. Because of this, you will need access to a SharePoint Administrator from your organization to complete the setup.

Part of the configuration takes place within ContactMonkey, requiring a ContactMonkey Owner or Admin to finalize the integration.

Below, you'll find step-by-step instructions on how to integrate ContactMonkey with SharePoint, starting in your organization's SharePoint environment.

 

Step 1: Approve & Install the ContactMonkey SharePoint App

Your SharePoint Administrator must first approve and install the ContactMonkey SharePoint app from the SharePoint App Store. Once installed, the ContactMonkey SharePoint app will be available to add to SharePoint Sites.

🚨 Important: The ContactMonkey app must be installed at the Site level, not just on individual Pages. While you can embed campaign content into SharePoint Pages, the app itself must be installed within a Site's Documents folder to function properly.

Below are screenshots showing where you can search for and access the ContactMonkey SharePoint app from within the SharePoint app store.

 

Screenshot 2024-11-05 100104.png

 

 

Step 2: Embedding the ContactMonkey App in a SharePoint Web Part

Once the ContactMonkey SharePoint app has been installed at the Site level, your SharePoint Administrator or an authorized user can embed it into specific SharePoint Pages.

  1. Navigate to the SharePoint Page where you want to display ContactMonkey emails.

  2. Click the Edit Page button.

  3. Within a Web Part, click the + (plus) icon to add a new component.

  4. Search for ContactMonkey, then select the ContactMonkey SharePoint app.

  5. Save and publish the page to complete the setup.

 

 

 

You have now successfully added the ContactMonkey SharePoint app to a SharePoint web part. We will come back to this page in a moment, but the next few steps take place in ContactMonkey. 

 

 

Step 3: Sign in to SharePoint & Connect It to ContactMonkey

If you are a ContactMonkey Owner or Admin for your organization, follow these steps to connect SharePoint to ContactMonkey:

  1. Log in to your ContactMonkey account.
  2. Navigate to Settings > Integrations.
  3. Scroll down to the Channels section.
  4. Sign in to SharePoint (if not already signed in).
  5. Click Connect to complete the integration

🚨 Important:

  • Ensure you are using an account with SharePoint Administrator permissions (SharePoint Administrator permissions is separate from ContactMonkey Administrator permissions) to authorize the connection.
  • This step only needs to be completed once by a single SharePoint Administrator for your organization.

 

 

 

Step 4: Generate and Copy Your API Key

After clicking Connect in the previous step, a new window will open. Follow these steps to generate and securely store your API key:

  1. Click the drop-down arrow next to API Key.
  2. Click Generate to create a new API key.
  3. Copy the API key and paste it into the appropriate SharePoint Web Part within your specified SharePoint Site.

🚨 Important:

  • Securely store your API key in a password manager or another safe location.
  • For security reasons, the API key will not be visible again in ContactMonkey after you close this window.
  • You must reuse the same API key whenever you add the ContactMonkey app to a new SharePoint Web Part within a SharePoint Site.

 

 

 

Step 5: Enter the ContactMonkey API Key in SharePoint

Back in SharePoint, follow these steps to complete the setup:

  1. Navigate to the SharePoint Site where you added the ContactMonkey SharePoint app.
  2. Click on the pen (edit) icon to modify the SharePoint Web Part.
  3. Locate the ContactMonkey API Key field.
  4. Paste the API Key you generated in the previous step.
  5. Save the changes to complete the integration.

🚨 Important:

  • This step must be completed by your SharePoint Administrator to ensure proper configuration.

Step 6: Final Steps in ContactMonkey

Back in ContactMonkey, on the window where you generated the API key:

  1. Enter a channel name and paste the correct SharePoint Site URL (not the full Page URL).

  2. Click Save to complete the integration.

🚨 Important:

  • The URL you paste into ContactMonkey should be the SharePoint Site URL, not the full Page URL.

  • Example:

    • ❌ Incorrect: https://contactmonkey.sharepoint.com/sites/TheMonkeyMonthly/SitePages/Employee-onboarding-team-home.aspx

    • ✅ Correct: https://contactmonkey.sharepoint.com/sites/TheMonkeyMonthly

 

You're All Set!

If you've completed the steps above, you can now push ContactMonkey emails to SharePoint Pages configured with the ContactMonkey SharePoint app.

 

Next Steps:

The process for pushing emails to SharePoint varies slightly depending on whether you:

  • Use ContactMonkey’s Outlook plugin, or
  • Send emails directly from the ContactMonkey dashboard

For more information, consult our Help Center article on pushing ContactMonkey emails to SharePoint.

 

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