SurveyMonkey

Post Responses Automatically in Microsoft Teams

Beta feature: The Connect apps tab and ability to post to a Microsoft Teams channel or chat is only available to some English customers in some countries, at this time. 

Connect your SurveyMonkey account with Microsoft Teams so you can automatically post survey responses in a Microsoft Teams channel or chat, in real time. You can set up the workflow so all responses post to Microsoft Teams or set conditions based on a specific set of responses to target notifications and encourage the right people to take action.

Connecting SurveyMonkey to Microsoft Teams is helpful for initiating action to follow up with customers or employees to improve trends based on their responses to your survey, or to share feedback to offer transparency to your team or just to the right people.

Automating responses in Microsoft Teams is only possible for Complete responses

You can set up automations so survey responses post in Microsoft Teams. 

To set up your survey to send Microsoft Teams messages with your survey responses:

  1. Select a survey from the new homepage or My Surveys.
  2. From the Connect Apps tab, locate Microsoft Teams under the Discover tab.
  3. Select a quick action, Post to channel or Post to chat.
  4. Select Connect to link your SurveyMonkey account to Microsoft Teams, if this is the first time you’re connecting..
    1. Select Allow to give SurveyMonkey access to your Microsoft Teams workspace.
  5. Search for the Microsoft Teams Team or Chat you want to reach.
  6. Search for the Microsoft Teams Channel you want to post to.
  7. Enter an Optional Message to send along with the response in Microsoft Teams to provide context.
  8. Toggle whether to Link to response on SurveyMonkey.com.
  9. (Optional) To Include survey data, select the + and select + Add more data to add up to 5 selections. Once all relevant data is selected, select Apply.
  10. (Optional) By default, all new responses will be shared in Microsoft Teams. If you want to Target specific responses, select +, then Add filter to set up your filter criteria.
    1. Select a question to base your filter on. 
    2. Select the criteria for the responses you want to target.
    3. Update the response options to include in your filter. 
    4. Select Add
    5. To add additional filters, select + Add new filter and repeat steps 1-4. 
    6. Select Apply
  11. Select Activate.

An overview of all Microsoft Teams quick actions you set up are available in the Manage tab, within Connect Apps. You can select the toggle to disable or enable an automation. Or, you can select to Edit action, Manage connection, or Delete an automation.

TIP! Feel free to create multiple workflows to deliver to various channels or use filters to customize the information getting sent to Microsoft Teams.

  • Condition Limitations

Any new responses matching your targeting criteria post to your channels or chats, in real time. The message you set up displays and may have a link to view the individual response, which opens a Shared data page in a new tab.

You can view and manage your connected apps and actions from the Manage tab, under Connect Apps. You can select Manage connections to either Reauthenticate, which refreshes your existing connection, or fully uninstall the Microsoft Teams app by selecting Delete. You can also select the toggle to turn an action on or off, or click the to Edit action or Delete it permanently.