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  3. Microsoft SharePoint Integration

Integrating ContactMonkey & Microsoft SharePoint

Enhance your internal communication by publishing ContactMonkey emails directly to your SharePoint sites and pages. This robust SharePoint integration allows you to deliver your internal communications seamlessly.

With the ContactMonkey SharePoint integration, you can:

    • Publish ContactMonkey email campaigns directly 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.

Key Terminology

To help you understand the integration process, here are some key terms to be aware of:

  • Channel (ContactMonkey): A content feed used to organize and distribute communications. Think of a channel as a category or stream of messages (e.g., “HR Updates,” “Company News,” “Sales Announcements”).
  • Root Site (SharePoint): A root site is the foundation of a SharePoint environment and is considered the main homepage of an organization's intranet 
        • contactmonkey.sharepoint.com
  • Site (SharePoint): A SharePoint site is a container for content within the root site, typically used by a team, department, or initiative 
        • contactmonkey.sharepoint.com/sites/TheMonkeyMonthly 
  • Page (SharePoint): A web page within a SharePoint site. Each site can have many pages. 
        • contactmonkey.sharepoint.com/sites/TheMonkeyMonthly/SitePages/How-we-work.aspx 
  • Web Part (SharePoint): A modular component that can be added to a page to provide specific functionality, such as displaying documents or integrating apps.

Getting Started: How It Works

The ContactMonkey and SharePoint integration operates at the SharePoint site or root site level. Therefore, a SharePoint Administrator in your organization is required for the initial setup. Part of the configuration takes place within ContactMonkey, requiring a ContactMonkey Owner or Admin to finalize the integration.

Prerequisites:

Before integrating SharePoint with ContactMonkey, ensure you have Admin or Owner permissions in ContactMonkey and access to your organization's SharePoint Administrator. The SharePoint Administrator will need to download and approve the ContactMonkey app from the SharePoint App Store. You will also need to have Site Owner permissions on that site to add the ContactMonkey app to a web part on a specific SharePoint page.

Below, you'll find step-by-step instructions for integrating ContactMonkey with SharePoint.

 

Step 1: Deploy & Approve the ContactMonkey SharePoint App (SharePoint Administrator Action)

Your SharePoint Administrator must first approve and deploy the ContactMonkey SharePoint app from the SharePoint App Store to your organization's SharePoint environment (often referred to as the App Catalog). This crucial step makes the ContactMonkey app available for use across all SharePoint sites within your organization.

 

Step 2: Add the ContactMonkey App to Your SharePoint Site (SharePoint Site Owner Action)

After your SharePoint Administrator has deployed the ContactMonkey app to your organization's SharePoint environment (Step 1), a SharePoint Site Owner can then add the app to specific sites where you wish to publish content.

Note: This step may not be necessary if your SharePoint Administrator has chosen to automatically deploy apps across all sites in your organization. If the ContactMonkey app is already available in your site's contents, you can skip to Step 3.

To add the ContactMonkey app to your site:

  1. Navigate to the SharePoint site where you want to add the ContactMonkey app.
  2. From the site's navigation or settings, go to Site Contents.
  3. On the Site Contents page, look for an option like "Add an app" or "New > App" to browse available apps.
  4. Search for "ContactMonkey" in the app store or catalog.
  5. Select the ContactMonkey app from the search results to add it to your site.

Adding the ContactMonkey app to a site makes its features, including its web part, available specifically within that SharePoint site. You will need to perform this step for every SharePoint site where you plan to use the ContactMonkey integration, unless your administrator has enabled automatic deployment across all sites.

 

Step 3: Embed the ContactMonkey Web Part on a SharePoint Page (SharePoint Site Owner or Authorized User Action)

Once the ContactMonkey app has been added to your SharePoint site (Step 2), you can then embed the ContactMonkey web part onto specific pages within that site to display your email campaigns.

  1. Navigate to the SharePoint page within the site where you want to display ContactMonkey emails.
  2. Click the Edit Page button.
  3. Within a Web Part zone on the page, click the + (plus) icon to add a new component.
  4. Search for "ContactMonkey", then select the ContactMonkey web part.
  5. If you're data is hosted in the EU, CA or AU region, click on the "Edit Properties" button, change your region to the correct one and click on "Apply".
  6. Save and publish the page to complete the setup.

 

Step 4: Connect SharePoint to ContactMonkey (ContactMonkey Owner or Admin Action)

After the ContactMonkey web part has been embedded on your SharePoint page (Step 3), you'll need to establish the connection from your ContactMonkey dashboard.

  1. Log in to your ContactMonkey account.
  2. Navigate to Settings > Integrations.
  3. Scroll down to the Channels section.
  4. Click on the SharePoint integration option. You will see an updated modal with segmented controls for "Delivery Channels" and "Access Requests."
  5. Sign in to SharePoint (if not already signed in with the correct account).
  6. Click Connect to complete the integration.

🚨 Important: Ensure the account used for authorization has SharePoint Administrator permissions (these are separate from ContactMonkey Administrator permissions). This step only needs to be completed once by a single SharePoint Administrator for your organization.

 

Step 5: Add and Manage Delivery Channels (ContactMonkey Owner or Admin Action)

After connecting your SharePoint account, you can add and manage your delivery channels:

  1. Within the "Delivery Channels" section of the modal, you'll see text fields at the top.
  2. Fill in the required information for your new channel (e.g., Channel Name, SharePoint Site URL).
  3. As you add channels, they will appear in a scrollable box below. You can add as many channels as you need.

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

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

If you have many channels, the box displaying them will be scrollable for easy navigation. Please note that for now, site names may be truncated for display purposes.

 

Step 6: Manage Access Requests (ContactMonkey Owner or Admin Action)

When a SharePoint site owner or an authorized individual connects the ContactMonkey web part on a SharePoint page, an access request is generated for your review. This centralized approval process gives you critical control over who can publish content to your SharePoint sites, ensuring security and compliance across your internal communications.

Pending Admin Approval

When a SharePoint site owner or an authorized individual tries to activate the SharePoint web part on their end, if it hasn't been approved by a ContactMonkey admin, they'll see a "Pending Admin Approval" message and will not be able to do much with it.

The main message displayed will prompt them to "ask your ContactMonkey admin to approve the web part in the settings."

Approving an Access Request

  1. Navigate to the "Access Requests" section within the SharePoint integration modal.
  2. Locate the pending request and click to approve it.
  3. You'll get a success message, and the request will disappear once saved.
  4. On the SharePoint side, the web part messaging will then change to step-by-step instructions for the SharePoint site owner or authorized individual to proceed.
  5. Once approved, the SharePoint site owner or authorized individual can edit the web part, and any customizations will be updated.

Rejecting an Access Request

  1. Within the "Access Requests" section, click on the request you wish to reject.
  2. A confirmation modal will appear, asking if you're sure and displaying information about the site and the requester.
  3. Click "Reject" to remove the request.
  4. The requester (the SharePoint site owner or authorized individual who initiated the request) will receive an email notification that their request has been denied.
  5. The connection token for that specific request will be fully removed from our system, so the request doesn't reappear.

If you have multiple pending access requests, the table displaying them will be scrollable for efficient management.

 

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.

 

FAQ

What permissions need to be granted for the integration to work? ContactMonkey uses OAuth 2.0 and supports Single Sign-On (SSO) to provide secure authentication. When connecting ContactMonkey to your SharePoint environment, the following OAuth 2.0 scopes are requested:

  • openid – Used to identify the user.
  • email – Grants access to the user’s email address.
  • offline_access – Allows ContactMonkey to refresh access tokens without user intervention.
  • https://graph.microsoft.com/User.Read – Grants access to read the user’s profile information.
  • https://graph.microsoft.com/Sites.ReadWrite.All – Grants access to read and write on SharePoint sites.

These scopes allow ContactMonkey to interact with SharePoint securely, ensuring only necessary permissions are granted. ContactMonkey utilizes the connected SharePoint account to upload the HTML of sent emails into the Documents directory of the SharePoint site.

 

Related Articles

Sending Campaigns to Microsoft SharePoint

Understanding SharePoint & ContactMonkey: A Beginner's Guide

How To Update Your ContactMonkey Connector SharePoint App

Customizing the Appearance of Your ContactMonkey SharePoint Web Part

 

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