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Microsoft Teams (Free and Growth)

This article applies to customers on Voice of Customer Free and Growth plans.

Note: Enabling this integration requires Admin permissions 

The Contentsquare Microsoft (MS) Teams integration enables you to forward Survey responses to one or more channels in your MS Teams workspace, including Private and Public channels. This article provides steps through how to enable the MS Teams integration.

Before getting started

  • The MS Teams integration is not available on the Microsoft Marketplace and needs to be configured via Contentsquare

    The MS Teams integration relies on MS Teams Webhooks. It's not possible to entirely configure the MS Teams integration from within MS Teams and this integration is also not available on the Microsoft Marketplace.

  • Enabling the integration requires Create Connector permissions in Microsoft Teams

    The initial setup requires Microsoft Teams Create Connector permissions. You can adjust this in Microsoft Teams under Settings Member permissions Allow members to create, update, and remove connectors.

Enabling the MS Teams Integration

Note: The Contentsquare MS Teams integration relies on MS Teams Webhooks, meaning it needs to be configured from within Contentsquare. It's not possible to entirely configure the MS Teams integration from within MS Teams and this integration is also not available on the Microsoft Marketplace.

The Contentsquare MS Teams integration uses a Webhook URL generated for a specific channel inside MS Teams. After generating the Webhook URL, you'll need to paste this in the edit view for a Survey to start forwarding responses.

Generating a Webhook URL in MS Teams

1. From your MS Teams workspace, select 'Workflows' from the channel menu where you’d like to receive responses.

ms_teams_webhooks_step_one.png

2. From the workflows templates, search for 'webhook', find and click 'Post to a channel when a webhook request is received'.

ms_teams_webhooks_step_two.png

3.Enter a new name for the workflow and click 'Next.'

ms_teams_webhooks_step_three.png

4.Details of the workflows are pre-filled and you should not have to edit those. If needed, you can still update the target Channel here. When you’re fine with the details, click 'Add workflow.'

ms_teams_webhooks_step_four.png

5.Click the copy icon to copy the generated webhook URL, then click 'Done.'

ms_teams_webhooks_step_five.png

Specific configuration for private channels

By default, the workflow configured above will send the message as a “Flow bot”. However, a Flow bot cannot publish in a private channel.

If you want to send messages in a private channel, you must update the workflow configuration to send messages on behalf of the user who owns the workflow.

Please follow the steps below to adapt the configuration.

1. Select Workflows from the channel menu as described above, and click Manage.

ms_teams_private_channel.png

2. Find the workflow that publishes messages to your private channel, open the options and click Edit.

ms_teams_private_channel_step_two.png

3. Click on the second step of the workflow called 'Send each adaptive card' to expand the options.

4. Click and expand Post card in a chat or channel.

5. Select User in the Post As dropdown, then click' Save.'

 

Setting up forwarding of Survey responses

1. Inside Contentsquare, create a new Survey, or edit an existing one.

You can edit an existing Survey by clicking on the three dot menu next to a specific Survey and then clicking 'Edit.'

2. In the Survey edit view, click on the 'Forward Response' section.

3. Toggle on the option to receive responses in 'Microsoft Teams.'

4. If it's not already enabled inside Contentsquare, click 'Connect Microsoft Teams.'

10211927123223_Contentsquare_connect_ms_teams.png

The MS Teams integration can be enabled while editing a Survey or from your Integrations page. If you've enabled MS Teams from your Integrations page, you'll still need to set up forwarding responses in a specific Survey to send responses to MS Teams.

5. Paste the Webhook URL generated in MS Teams in the Webhook URL field.

A Webhook URL is required to use the MS Teams integration and can be generated from inside MS Teams. For details on generating this Webhook URL, see the section above on Generating a Webhook URL in MS Teams.

You can add more than one MS Teams channel where you'd like responses from the specific Survey to be forwarded.

6. Click' Confirm.'

Tip: Send a test message from Contentsquare to check the connection to MS Teams is working correctly.
In the Forward Response section of your Survey, click on Send test message. This will send a test message from Contentsquare to the MS Teams channel to check the connection.

7. Make sure the status is set to Active, then click Save changes for your Survey.