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Microsoft Teams Integration

ENGLISH ONLY: This article is only available in English.

SurveyMonkey's integration with Microsoft Teams lets you create polls, surveys, or quizzes and collect and view data directly in Teams. You can use SurveyMonkey templates curated for Teams to kick-start your survey creation. Plus, you can set up notifications to let the team know when there are new responses or comments.

TIP! Based on your account’s response limits, you may need to upgrade your SurveyMonkey plan to view all your responses.

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SurveyMonkey Setup

Connecting your account

The first time you use the SurveyMonkey app in Teams, you're asked to log in to the SurveyMonkey account where you want to store your polls, surveys, quizzes, and their responses.

In addition to viewing results in a Teams channel or tab, you can view results in the Analyze Results section of SurveyMonkey.

Add SurveyMonkey to Your Messaging Extensions

If you want fast, easy access to create and edit polls, surveys, and quizzes, add SurveyMonkey to your messaging extensions in Teams (the icons below the compose box). Search for and select SurveyMonkey, then click to pin the SurveyMonkey icon.

 

Polling Your Team

Creating a Poll

Create a poll to send a one-question survey to your team in a channel.

To poll your team:

  1. Start a new Conversation.
  2. From the messaging extensions, select the SurveyMonkey icon.
  3. Click Poll.
  4. From the Create tab, select a Question type. Multiple Choice questions have a limit of 7 answer options, but you can add up to 50 answer options to a Dropdown question.
  5. Add your question to the Title field.
  6. Add your poll answers to the Choice fields.
  7. To let people leave comments, toggle on Allow comments.
  8. View the live Preview to make sure your poll looks good. Then click the Settings tab.
  9. Click the toggles to control your settings.
    • Keep responses anonymous: Don’t track and store info that identifies the poll takers.
    • Hide Results from channel tab: Don’t display the poll results beneath the poll automatically.
    • Schedule closing: You set when to close the poll.
  10. When you’re ready, click Create poll.

Your team can respond to the poll in the channel. Only one response is recorded per team member. If someone answers the poll again, the most recent answer is saved.

Viewing Poll Results

Your poll results automatically display directly below your poll, so your entire team can view the results (unless you turned on Hide Results in your settings).

 

Surveying Your Team

Creating a Survey

Create a survey with up to 20 questions to get in-depth feedback from your team in either a Team's channel or group chat.

To share a survey with your team:

  1. Start a new Conversation.
  2. From the messaging extensions, select the SurveyMonkey icon.
  3. Choose how to create your survey:
    • From scratch: Click Survey.
    • From template: You can choose to customize the template.
  4. From the Create tab, add a survey Title.
  5. Add your question to the Title field.
  6. Select a Question type from the dropdown. Choose from the Multiple choice, Dropdown, Checkbox, Comment box, Star rating, or Slider question types.
  7. Add your answer Choices.
  8. If you want the question to be Required, click the toggle on.
  9. Click + Add Question to add additional survey questions. You can add up to 10 questions.
  10. View the live Preview to make sure your survey looks good. Then click the Settings tab.
  11. Click the toggles to control your settings.
    • Keep responses anonymous: Don’t track and store info that identifies the survey takers.
    • Schedule closing: You set when to close the survey.
  12. When you’re ready, click Create survey.

Your team can click Take survey from the SurveyMonkey card added to the Team's channel or chat to take it without having to leave Teams.

Viewing Survey Results

If you created the survey, go to Chat and click Check results in the SurveyMonkey card to view Question Summaries, Data Trends, and Individual Responses right in Teams.

You can Edit your survey, and also Share the results to make them available in your team or group chat channel. When you share your results, you can choose to include Open-Ended resposes, Data Trends, and Individual Responses.

 

Quizzing Your Team

Creating a Quiz

Create a quiz to add scores to your survey questions and grade the responses.

To share a quiz with your team:

  1. Start a new Conversation.
  2. From the messaging extensions, select the SurveyMonkey icon.
  3. Click Quiz.
  4. From the Create tab, add a quiz Title.
  5. Select a Question type from the dropdown. Choose from the Multiple Choice, Dropdown, Checkbox, Comment Box, Star Rating, or Slider question types.
  6. Add your answer Choices and assign points to answer choices in Score.
  7. If you want the question to be Required, click the toggle on.
  8. Click + Add Question to add additional questions.
  9. View the live Preview to make sure your quiz looks good. Then click the Settings tab.
  10. Click the toggles to control your settings.
    • Keep responses anonymous: Don’t track and store info that identifies the quiz takers.
    • Schedule closing: You set when to close the quiz.
  11. When you’re ready, click Create quiz.

Your team can click Take quiz to take it without having to leave Teams.

Viewing Quiz Results

If you created the survey, go to Chat and click Check results to view Question Summaries, Data Trends, and Individual Responses right in Teams.

You can Edit your quiz, and also Share the results to make them available in your team or group chat channel. When you share your results, you can choose to include Open-Ended responses, Data Trends, and Individual Responses.

 

Sharing Results in a Tab

You can add a tab to any Team space to share results from surveys, polls, and quizzes created in either Teams or SurveyMonkey.

If you don't have access to this feature, you may need to update your Teams app.

  1. From the Teams channel menu, click the + Plus Icon.
  2. Use the search bar to find SurveyMonkey. Once a tab is added, you can update the default tab name.
  3. Click Save.
  4. Click + Share survey to tab and select which survey, poll, or quiz results you want to share. You can do this multiple times to share results from multiple surveys in one place, or share different results in different tabs.
  5. (Optional) Configure additional options like including Open-Ended responses, Data Trends, or Individual Responses with your survey results.

Once you've added a survey to the tab, click on the survey card to view the results. Select the ... Icon to remove the card, or view more analytics in SurveyMonkey.

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Using a Connector to Send Notifications

The SurveyMonkey Connector lets you automatically send notifications about your surveys to a Microsoft Teams channel. You can choose to notify the channel each time someone completes the survey, when someone comments on your survey design, or sends a daily summary showing how many people complete your survey each day.

To add the Connector:

  1. Search for and add the SurveyMonkey Connector to the channel you want to send notifications to.
  2. Log in to your SurveyMonkey account.
  3. Choose a survey.
  4. Select which notifications you want to send to the channel.

To remove the Connector:

  1. Select Connectors in your channel.
  2. In the left column in the Manage section, select Configured.
  3. Find the SurveyMonkey connector and click Manage.

 

SurveyMonkey's integration with Microsoft Teams lets you create polls, surveys, or quizzes and collect data directly in Teams. You can also set up notifications to let the team know when there are new responses or comments.

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