Can I connect Microsoft Teams to my Pro or Enterprise plan?

Absolutely! 

 

The Microsoft Teams integration is available on Pro and Enterprise plans. It allows you to do several things with your Kudoboards which trigger Teams notifications: 

  1. Invite contributors to post on Kudoboards
  2. Deliver your boards on particular occasions (either through DM or in Teams channels)
  3. Tag other users (if you want to mention someone in a post)
  4. See a running feed of new posts to a Kudoboard (such as on a shout-out board) 

 

Turning on the Teams integration:

1. Add your organization's MS Teams owner as an Org Admin to your site (Admin Panel > Users). This person will be able to set up the integration (Note: you can remove them as an Org Admin if you'd like after the integration is complete).

2. Go to the Integrations tab of your Admin Panel. (yoursubdomain.kudoboard.com/admin/integrations)

3. Select Connect Teams and then Allow.

Individual users do not need to activate anything in their Kudoboard account or Teams account to start using the integration.

 

Inviting Contributors via Teams:

1. Open the Kudoboard on which you'd like contributors to post.

2. To the upper right of the title click the Invite Contributors button that looks like a person with a plus sign.

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3. Select the Teams option.

4. Choose whether to invite contributors via direct message or in a channel.

5. Enter the Teams users' names or type the name of the channel.

6. Click the “I'm not a robot” box and select Send invites. Your invites will appear in the channel you invited, or populate for all individuals you invited via Teams.

 

Recipient view

When you invite an individual to a board via direct message, the invite shows up as a chat message from Kudoboard: 

 

When you invite a Teams channel to a board, the invite shows in the channel:

 

 

Scheduling Delivery of a Board via Teams:

1. On the board, click the Schedule Delivery button that looks like a paper airplane.

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2. Select Teams.

3. Under Recipient(s) click the dropdown to select Deliver in channel or Deliver via direct message.

  • If choosing Deliver in channel, enter the channel name as well as the board recipient name(s) to tag that user.
  • If choosing Deliver via direct message, enter the board recipient name(s).

4. Enter an optional custom message that will go to the recipient(s) upon delivery.

5. Select Deliver Now or Schedule Delivery

6. If scheduling delivery, fill in the delivery date, time, and time zone. Then select Save Changes.

 

Recipient view

When an individual receives a board via Teams, the delivery shows up as a chat message:

When a board is delivered to a channel, the delivery shows up in the Teams channel, and at least one recipient is tagged directly in the delivery message:

 

Tagging Colleagues via Teams:

Tag a colleague when adding or editing a post on a board.

1. Open the Kudoboard and select +Add to Board

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2. Create your post. The post can be text, media, or a combination of text and media.

3. Type @ and the name of the colleague you'd like to tag. Their Teams user name will appear after you type a few letters. Click the user name and the check mark.

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4. Select Post. This is the final step as it saves your post to the Kudoboard and sends a Teams message to the colleague you've tagged, automatically. 

 

Recipient view

When you tag an individual on a board, the notification shows up as a chat notification:

 

Engagement Reminders 

For shout outs and company events/initiatives/campaigns, you can enable regular engagement reminders, and send those engagement reminders to a specific Teams channel (consider creating a #shoutout specific channel). When someone adds a new post, the connected channel automatically receives a notification, and the individual who was tagged is notified directly.

When engagement reminders are enabled, shout out boards tend to attract significantly more use because users remain engaged on a regular basis.

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