ContactMonkey's Microsoft SharePoint integration allows you to share an online version of sent emails to SharePoint webparts on SharePoint sites, making it easy to reach your employees where they are. You can track engagement rates, and prove the value of your internal communications efforts.
Getting Started
Before being able to send ContactMonkey email campaigns to Microsoft SharePoint sites, you'll need to have installed the ContactMonkey SharePoint app on a webpart within a SharePoint site, as well as completed a few configuration steps in ContactMonkey first. To learn how to do this, check out Integrating ContactMonkey & Microsoft SharePoint.
To use Microsoft SharePoint and ContactMonkey, you'll need to install the ContactMonkey app on each webpart within a SharePoint site that you wish to send campaigns to.
Send A Campaign To Microsoft SharePoint
In order for a campaign to be sent to Microsoft SharePoint, it will need to have been sent as an email already. Please note, this will differ slightly if you currently use our Outlook Plugin (Web Add-in). Please see the How Is Sending To SharePoint Different If I Use The Outlook Plugin (Web Add-in)? section below for more information.
| Note: Only emails that were sent after the Microsoft SharePoint integration was enabled for your account can be sent to Microsoft SharePoint. |
Once you're ready to send a campaign to a SharePoint site, you can do so by following these steps:
- Sign in to your ContactMonkey dashboard.
- Head to Emails in the top navigation.
- Select the "Sent" tab.
- Click "Actions" next to the email you wish to send to a Microsoft SharePoint site.
- Click "Share To Microsoft SharePoint".
You're then prompted to select which "Delivery Channel(s)" to send the email campaign to and customize how the message will appear within the SharePoint webpart on the SharePoint site. All fields are required to be filled out in order to send the campaign to Microsoft Teams.
- Once all of the fields are filled out, select the Share to SharePoint in the bottom right-hand corner.
Your ContactMonkey email campaign will then appear within your configured SharePoint webpart on your SharePoint site.
Report On SharePoint Engagement Rates
With Microsoft SharePoint, you can get reporting on:
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- Which SharePoint site(s) a campaign was sent to
- Total # of opens in SharePoint (across all channels the campaign was sent to)
- Number of unique opens in SharePoint (across all channels the campaign was sent to)
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These three data points can be used as both columns and filters in Reporting, and are included in the Sent Email export.
The data will be included in the sent emails' overall performance reporting.
To learn more about reporting, check out Reporting On Email Performances.
How Is Sending To SharePoint Different If I Use The Outlook Plugin (Web Add-in)
SharePoint Integration Use Cases
With ContactMonkey's SharePoint integration, there are two primary use cases we are solving for:
- Being able to push ContactMonkey email campaigns to dedicated SharePoint webparts and sites
- Archiving ContactMonkey email campaigns on SharePoint sites
The first use case was covered in detail above. However, here's how archival of emails on SharePoint sites works.
After you have configured a SharePoint webpart and site and completed the necessary steps in this article, you are ready to push your first email from ContactMonkey to SharePoint. Once the first email is pushed, it will automatically create a new folder in the Documents section of your SharePoint site. The folder by default will be called ContactMonkey Emails.
Once a user clicks into this folder, they will be able to access HTML copies of all email campaigns pushed from ContactMonkey to this specific SharePoint site. This email archival will happen automatically every time an email is pushed from ContactMonkey to your configured SharePoint sites.
Frequently Asked Questions
Question: Why can't I see "Share To Microsoft SharePoint" in the dropdown of a sent email?
Answer: If "Share To Microsoft SharePoint" isn't available, it means the email was sent before SharePoint was enabled and configured for your ContactMonkey account.
Question: What happens when I push more than five ContactMonkey email campaigns to a SharePoint webpart on a SharePoint site?
Answer: By default, up to five ContactMonkey email campaigns will be displayed in your SharePoint webpart. As soon as the sixth ContactMonkey email campaign is pushed to the same SharePoint site, the oldest visible email in the SharePoint site will be replaced to make room for the most recent email pushed to the SharePoint site.
Question: Should I regenerate the API key in ContactMonkey every time I configure a new SharePoint webpart and site?
Answer: No. It is important that you re-use the same API key across all SharePoint webparts and sites. If you do re-generate the API key, all configured SharePoint webparts and sites will need to be edited to add in the newly generated API key.
Question: Will changing the name of my SharePoint site impact the ContactMonkey and SharePoint integration?
Answer: Yes. Part of the configuration steps involves you copying the SharePoint site URL and pasting it into ContactMonkey (followed by copying the API key from ContactMonkey and pasting it into SharePoint). If you change the name of your SharePoint site, your SharePoint site URL will also change. Once changed, you will need to update the site URL in ContactMonkey > Integrations > SharePoint.