Customizing Your ContactMonkey SharePoint Web Part

Customize how ContactMonkey emails appear on your SharePoint pages to match your organization's branding and communication needs.

Before You Begin

Required Permission: You must have Site Owner permissions for the SharePoint site where the web part is embedded.

Important: Customizations apply to individual web parts only. Each web part must be customized separately—there's no way to apply settings across all web parts at once.

Available Customization Options

You can customize three aspects of your ContactMonkey SharePoint web part:

• Email Display Limit – Control how many emails appear (1-20)
• Author Name Visibility – Show or hide the sender's name
• Background Color – Match your SharePoint site's branding

How to Customize a Web Part

1. Navigate to the SharePoint page containing the ContactMonkey web part
2. Click Edit (usually in the top right corner)
3. Click the web part and select Edit Properties
4. Make your desired changes (detailed below)
5. Click Apply
6. Click Republish to finalize

Adjusting Email Display Limit

In web part settings:

1. Find the Max Emails option
2. Set a value between 1 and 20 (default is 10)
3. Click Apply
4. Click Republish

When to use this: Display more content when you have an active communication stream, or limit it |to jus the most recent email for focused messaging.

Controlling Author Name Visibility

In web part settings:

1. Find the Hide Author option
2. Toggle ON to hide author names, or OFF to show them
3. Click Apply
4. Click Republish

When to use this: Hide author names when communications represent the organization as a whole rather than individual senders. Show author names when personal attribution adds credibility or context.

Use Brand Theme Color

In web part settings:

1. Toggle ON the Use Brand Theme Color setting
2. Click Apply
3. Click Republish

When to use this: Make the web part blend seamlessly into your page design; automatically respects dark mode if your site uses a dark theme.

Customizing Background Color

In web part settings:

1. Toggle ON the Choose Background Color setting
2. Click the paint palette icon
3. Select from your SharePoint site's preset brand colors:
   • Primary – Your main brand color
   • Secondary – Supporting brand color
   • Accent – Highlight color
   • White – Light background
   • Black – Dark background
4. Click Apply
5. Click Republish

When to use this: Make the web part blend seamlessly into your page design or create a visual distinction for important communications.

Visibility

In web part settings:

1. Toggle ON/OFF the Show in mobile and email view setting
2. Click Apply
3. Click Republish

When to use this: Control whether the web part appears or not in mobile and email view (we recommend toggling this setting off if your SharePoint site is not configured for different device types).

Troubleshooting Customization Features

Q: I don't see these customization options in my web part settings
A: Your ContactMonkey Connector app may need to be updated. Click here for detailed instructions.

Critical: Complete the approval workflow immediately after updating the app, or your web parts may temporarily stop displaying content.

Q: I updated the settings, but don't see changes on the page
A: Make sure you saved the web part settings AND republished the page. Both actions are required for changes to appear.

See Also

• Understanding SharePoint Structure: Sites, Pages, and Web Parts
• How ContactMonkey Directory Channels Work with SharePoint Sites