Category: Collaboration

Contentsquare’s integration with Microsoft Teams enables you to automatically alert and rally your team when key digital experience metrics deviate from normal so that you can drive timely action.

What to expect

• Instead of continuously checking your emails for alerts, get alerted on your teams' preferred channels whenever there is a conversion or revenue anomaly on your website or apps that requires the attention of your teams.
• From the Microsoft  Teams notifications, easily click out to the Contentsquare platform to understand the root cause of anomalies whether these are due to changes in customer behavior, UX struggles, errors, or performance issues.
• Quantify the impact of alerts to assess how conversion and revenue goals are affected in order to prioritize resolution. 
• Collaborate with your teams in real-time and rally everyone around the right improvements that will have the greatest impact.

Implementation

Step 1: Adding the Teams Integration

Only Contentsquare admins and Microsoft admins can implement this integration.

1. Click on the puzzle icon to go to the Integrations catalog.

2. Search for 'Microsoft Teams' and click 'See details'

3. A prompt box will appear, read the details and check the 'I have completed the pre-requisites to integrate with Microsoft Teams' box to confirm and then click 'Add'.

Step 2: Grant Contentsquare access to an Azure Tenant 

1. After you finish requesting your Teams integration you will be prompted to select an Azure tenant:

• Click 'Select Azure tenant' and log in with your Microsoft account

2. Go to Microsoft's Admin center and grant permission to Contentsquare as a Microsoft Admin, click 'Accept'. 

3. Once the permissions have been granted for the selected tenant, you will see the tenant ID appear.

• Click 'Select Azure tenant'  to re-select another tenant if necessary (it will replace the existing one as you can only have one tenant connected) otherwise, click 'Next'. 

Step 3: Authorize the Contentsquare Alerts App in Microsoft Teams

1. An automatic check will occur to determine whether the Contentsquare Alerts Application is authorized in the Microsoft Teams of your tenant. 

If the Status is authorized 

Look for the 'Authorized' status at the end of the check. If it is Authorized, you can click 'Save' to add your Microsoft Teams integration. If Unauthorized follow the steps below. 

If the Status is unauthorized 

You will have to authorize the Contentsquare Alerts app in your Microsoft Teams. 

1. Click on the 'Authorize in Microsoft Teams admin center' button to be redirected. 

• You can click 'Re-check authorization' (or you can authorize from the Azure Marketplace)

2. Go to your Microsoft Teams Admin Center > 'Teams apps' > 'Manage apps' > 'Org-wide app settings' button and toggle on Third-party apps to allow.

3. Find Contentsquare in your apps and click 'Contentsquare Alerts'

4. Toggle on Contentsquare Alerts status to 'Allowed'

5. Return to the integration configuration in the Contentsquare console and click 'Re-check authorization'.

6. Look for the 'Authorized' status at the end of the check and then click 'Save' to activate and add to your project. You should see your Microsoft Teams integration in your 'Integration tab' at the project level in the Console. 

Verifying it works

Once your integration is implemented it will appear in your integrations tab in the Contentsquare console with the status 'Turned on'.

Create alerts 

1. Go to Contentsquare > 'Performance' > 'Alerts' 

2. Click '+ Set up new alert'

3. Customize your alert and then click 'Next step' 

4. Pick the alert type (AI Alert or Manual Alert). 

5. Toggle Teams on

6. Select the public Teams channel(s) you would like to send the alert to and click 'Save'. You can select up to five (5) public channels. 

7. Click 'Next step' at the bottom of the panel.