By configuring the integration of Zonka Feedback and Microsoft teams, you will be able to get notified instantly when a response is submitted against a survey or distribute it over the channels and users of teams.
Get instant message on your Teams account as you receive a response for your survey. Here's how you can achieve this.
In this article
What do you need for this integration?
A Zonka Feedback Account - any plan
A Teams Account - any plan
Setting up the Teams Integration with Zonka Feedback
Choose a Survey from Survey List View and head to the Integrations tab from the top navigation.
Click on 'Connect' in Microsoft Teams.
Next, you can see the Integrations Detail Page where you can click to 'Connect to Teams' to connect your Zonka Feedback Account.
You’ll be redirected to the Teams Authentication Page. If you're not logged in, you will have to log in at this step. Alternatively, if you're logged in, you can choose the workspace/team.
Click on 'Allow' to give permission to Zonka Feedback to access your Teams workspace.
You’ll be directed back to Zonka Feedback.
You have successfully configured your Teams integration with Zonka Feedback.
Enabling Teams Notifications for all new Zonka Feedback Survey Responses
With the Teams and Zonka Feedback Integration, you can enable Notifications for particular Users or Channels to receive a real-time notification for all new Survey Responses. This is extremely handy as it eliminates your need to check new Survey Responses on Zonka Feedback platform or via Email.
What do you see in the Teams Notification for the new Survey Response?
You're able to see the following information when you enable Notifications for Users and Channels for new Survey Response on Zonka Feedback.
CX Metrics (if being measured in the Survey): This includes NPS, CES and CSAT Scores.
Survey Response with all Surveys Questions and Responses
Link to View Response: This will take you directly to the Response Detail in your Zonka Feedback Account.
How to enable, modify and remove Teams Notifications for new Survey Responses?
Once you have Connected your Teams Workspace to your Zonka Feedback Account, go to Integrations within the Survey you'd like to enable or modify notifications.
Choose Settings to manage the Teams Notifications
Turn on 'Send Teams notifications for all new responses for this survey'
Select Teams Channels to notify (leave it blank if you wish to not send notifications to Teams Channels)
Select Teams Users to notify (leave it blank if you wish to not send notifications to individual Teams Users)
Click on Save.
To modify or remove Notifications, repeat the process and modify the Teams Users or Channels or remove them completely. Click on Save once done to save your changes.
Enabling Teams for Workflows for Zonka Feedback Survey Responses
With the Teams and Zonka Feedback Integration, you can configure Workflows for Survey Responses based on different conditions and filters. These will be sent to Channels or Users, or both, as soon as the Survey Response is received.
The Workflows are very useful when you want to keep your team notified of responses based on certain conditions. It is also very handy when you want different teams and users to be notified on different conditions of the Survey Response.
In workflows, you can choose:
Filters based on which the Custom Alert on Teams will be triggered. This includes filters from Survey Questions, Contact Attributes, and generic Zonka Feedback filters like Days, Users, Devices, Channels, Tags.
Message to be received in Teams: This can be completely customized with placeholders.
Teams Channels and Teams Users where you'd like to send the Message when a new Survey Response is received which matches your Filters
Questions & Responses to view along with the Message. By default, you will receive the entire Survey Response with all Questions.
Sending Zonka Feedback Survey Invitations in Teams
With the Teams and Zonka Feedback Integration, you can send your surveys to your team. You can choose which surveys to distribute to Teams Channels and Users. They receive a custom message with the survey link that they can open in their web or mobile browser to fill out the survey.
This is very helpful when you wish to send Surveys to your Teams in Microsoft Teams or send Surveys to specific individuals.
Removing Teams Integration
Anytime you want to remove the Teams Integration, you can do so easily. Here's how.
Go to Surveys > Integrations > Microsoft Teams
Scroll down to the bottom and click on the link 'Remove Integration'. The Integration would be removed.
You can connect your Teams Account anytime later if you want to reconnect it.