With ContactMonkey's Microsoft SharePoint integration, you can now create an omnichannel internal communication strategy by publishing emails to configured SharePoint pages.
Check out the below video for a visual demonstration of the below instructions.
With our SharePoint integration, you can:
- Publish ContactMonkey email campaigns to specified SharePoint pages
- Archive specified ContactMonkey email campaigns within SharePoint sites
- Gain access to additional “social channel” analytics (Unique Opens, Total Opens, etc.) off the back of a ContactMonkey email campaign being pushed to a SharePoint page
Getting Started
To integrate SharePoint and ContactMonkey, you'll need the following:
- Admin or Owner permissions in ContactMonkey.
- Access to a SharePoint administrator at your organization to download the ContactMonkey app from the SharePoint app store (more on this below), and connect the app to a SharePoint web part.
How It Works
Most of the integration between ContactMonkey and SharePoint takes place within SharePoint, which is why you will need access to a SharePoint Administrator from your organization. A portion of the set up also takes place within ContactMonkey, requiring a owner or admin in ContactMonkey from your organization to complete the ContactMonkey portion of the setup.
See below for step-by-step instructions on how to integrate ContactMonkey with SharePoint, starting first in your organization's SharePoint environment.
Step 1: Approve & Download the ContactMonkey SharePoint App
Your SharePoint Administrator first needs to 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 pages within SharePoint sites.
See below screenshots for where you can search for and access the ContactMonkey SharePoint app from within the SharePoint app store.
Step 2: Adding the ContactMonkey App to a SharePoint Web Part
Once the ContactMonkey SharePoint app has been approved and installed, your SharePoint Administrator needs to add the ContactMonkey SharePoint app to each individual SharePoint page (within a SharePoint site) that they would like to push ContactMonkey emails to.
Within a SharePoint web part on a SharePoint site, click the plus icon, and select the ContactMonkey SharePoint app that was installed in the previous step.
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, head over to your ContactMonkey account, and click into Settings > Integrations and scroll down to the Channels section and sign into SharePoint (if not already signed in), followed by clicking on the Connect button.
Step 4: Generate an API Key
After you click Connect in the previous step, in the new window that pops up, click on the drop-down arrow next to API key, and click Generate, to generate an API key that you will copy and paste into your SharePoint web part within your specified SharePoint site.
Important Note: Make sure you note this API key down somewhere secure. The API key that generates will not be visible again in ContactMonkey (for security reasons) and you will need to re-use the same API key every time you add the ContactMonkey app to a new SharePoint webpart on a SharePoint site.
Step 5: Paste ContactMonkey API Key in SharePoint
Back on your SharePoint site where you added the ContactMonkey SharePoint app, click on the pen icon (to edit this SharePoint web part) and paste the API Key from the previous step under where it says ContactMonkey API Key. Note: your SharePoint Administrator will need to handle this step.
Step 6: Final Steps in ContactMonkey
Back in ContactMonkey on the window where you generated the API key, enter a channel name and page URL (the page URL is the page that you installed the ContactMonkey SharePoint app on, and pasted the API key in from the previous step) to be able to push ContactMonkey emails to this specific SharePoint page. Click Save.
Important Note: The page URL that you will paste into ContactMonkey to complete the integration is not the full SharePoint URL that you see when you first land on a SharePoint site.
As an example, this is the URL we see when land on our internal "Monkey Monthly" SharePoint site:
The URL that needs to be pasted in ContactMonkey to complete the SharePoint integration (using the above example) is:
- https://contactmonkey.sharepoint.com/sites/TheMonkeyMonthly
If you’ve followed along with all of the above steps, you will now be able to push ContactMonkey emails to SharePoint pages that you’ve configured with the ContactMonkey SharePoint app!
Depending on if you use ContactMonkey’s Outlook plugin, or if you send emails directly from the ContactMonkey dashboard, how you push emails to SharePoint pages will differ slightly. For more information consult our Help Center article on pushing ContactMonkey emails to SharePoint.