ARTICLE

Microsoft Teams Integration

ENGLISH ONLY: This article is only available in English.

SurveyMonkey's integration with Microsoft Teams lets you:

  • Add a personal app where you can create, view, edit, or share surveys and results
  • Create, collect, and view responses directly in a Microsoft Teams channel, group chat, or private chat
  • Share survey results collected in Microsoft Teams or SurveyMonkey in a Channel tab
  • 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.

SurveyMonkey Setup

Connecting your account

The first time you install the SurveyMonkey app in Microsoft Teams, you need to log in to your SurveyMonkey account to connect to Microsoft Teams. Your account will store any polls, surveys, quizzes, and responses created and collected in Microsoft Teams.

You can view results in the Analyze Results section of SurveyMonkey or a Microsoft Teams channel, chat, tab, or personal App.

Adding SurveyMonkey as a Personal App

The SurveyMonkey personal app is a private space for you to create, edit, or analyze results of all your polls or surveys.

To add SurveyMonkey as a personal app:

  1. Click ... on the left side panel of Microsoft Teams. You can find all your apps here.
  2. Search for and select SurveyMonkey.
  3. Click Add to install and authorize your SurveyMonkey account.

TIP! You can pin your SurveyMonkey personal app for easy access to your polls or surveys. Click ... on the left side panel, right-click on the SurveyMonkey icon, and select Pin. The SurveyMonkey personal app will appear on the left side panel.

Adding SurveyMonkey as a Messaging Extension

You can create and share a poll, survey, or quiz with others through a conversation in a channel, group chat, or private chat.

To add SurveyMonkey as a messaging extension:

  1. Click New Conversation within a Microsoft Teams channel.
  2. Click ... from the message menu.
  3. Search for and select SurveyMonkey.
  4. Click Add to install and authorize your SurveyMonkey account.

Polling Your Team

Creating a Poll

You can create a one-question survey and share it with your team in a channel, group chat, or private chat.

To create a poll:

  1. Open SurveyMonkey in the personal app or messaging extension in a Microsoft Teams channel or chat.
  2. Click Poll. Multiple Choice questions have a limit of 7 answer options, but you can add up to 50 answer options to a Dropdown question.
  3. Add your question to the Title field.
  4. Add your poll answers to the Choice fields.
  5. To let people leave comments, toggle on Allow comments.
  6. 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.
  7. When you’re ready, click Create Poll in a channel or chat, or My Surveys in the personal app, to copy and share your survey link.

Your team can respond to your poll in a channel, group chat, or private chat. You can also copy a link from your SurveyMonkey personal app and share your poll anywhere. Only one response is recorded per team member. If someone answers the poll again, the most recent answer is saved.

TIP! When you create a poll in Microsoft Teams, a weblink collector is generated and can’t be edited. Errors may occur if you make changes to the weblink.

Viewing Poll Results

Your poll results automatically display directly below your poll, so your entire team can view the results.

If you prefer not to display results, turn on Hide Results in your settings. Your survey notification will have a link to view hidden results in SurveyMonkey.

Surveying Your Team

Creating a Survey

You can create a survey to get in-depth feedback from your team. Share your survey with others in a channel, group chat, or private chat.

To create a survey:

  1. Open SurveyMonkey in the personal app or messaging extension in a Microsoft Teams channel or chat.
  2. Choose how to create your survey:
    • From scratch: Click Survey.
    • From template: You can choose to customize the template.
  3. From the Create tab, add a survey Title.
  4. Add your question to the Title field.
  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.
  7. If you want the question to be Required, click the toggle on.
  8. Click + Add Question to add additional survey questions. You can add up to 10 questions.
  9. View the live Preview to make sure your survey 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 survey takers.
    • Schedule closing: You set when to close the survey.
  11. When you’re ready, click Create Poll in a channel or chat, or My Surveys in the personal app, to copy and share your survey link.

Your team can click Take survey from the SurveyMonkey card added to the Microsoft Teams channel or chat to take it without having to leave Microsoft Teams. You can also copy a link from your SurveyMonkey personal app and share your survey anywhere in Microsoft Teams.

TIP! When you create a survey in Microsoft Teams, a weblink collector is generated and can’t be edited. Errors may occur if you make changes to the weblink.

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 Microsoft Teams.

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

Quizzing Your Team

Creating a Quiz

You can create a quiz in either a Microsoft Teams channel, group chat, or private chat. Quizzes let you add scores to your survey questions and grade the responses.

To share a quiz with your team:

  1. Open SurveyMonkey.
  2. Click Quiz.
  3. From the Create tab, add a quiz Title.
  4. Select a Question type from the dropdown. Choose from the Multiple Choice, Dropdown, Checkbox, Comment Box, Star Rating, or Slider question types.
  5. Add your answer Choices and assign points to answer choices in Score.
  6. If you want the question to be Required, click the toggle on.
  7. Click + Add Question to add additional questions.
  8. View the live Preview to make sure your quiz 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 quiz takers.
    • Schedule closing: You set when to close the quiz.
  10. When you’re ready, click Create quiz.

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

TIP! When you create a quiz in Microsoft Teams, a weblink collector is generated and can’t be edited. Errors may occur if you make changes to the weblink.

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 Microsoft 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 Microsoft Teams space to share results from surveys, polls, and quizzes created in either Microsoft Teams or SurveyMonkey.

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

  1. From the Microsoft 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.

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.