Configure Microsoft Teams for TINYpulse
If your organization uses Microsoft Teams, you do not need us to tell you how powerful this hub is for collaboration, file sharing, online meetings, and more. Since it is probably one of your main go-to applications at the office, we had to jump on the bandwagon and bring TINYpulse to Microsoft Teams!
( ‼️ ) Please Note: Third-party apps are not supported for those on Teams GCC or
GCC-High, so you will not be able to add TINYpulse as an app in your Teams instance
if you are on one of these plans.
Features
The TINYpulse Teams integration allows your users to:
- Respond to surveys directly in Teams
- Stream Suggestions, Initiatives, and Wins to Teams
- Stream the Cheers Feed to Teams
Integrate TINYpulse with a Teams channel
For the TINYpulse integration, you must be a:
- TINYpulse Engage Admin / Super Admin
- Teams Global Admin
Instructions
We recommend that you create a dedicated Team or separate channels for TINYpulse streaming. If you create a new Team, be sure to add all TINYpulse users to this Team, otherwise, they will not see the installed app.
There are two ways to integrate the TINYpulse app and two ways to integrate TINYpulse streaming:
- Install the TINYpulse app
- For your organization
- For yourself
- Stream the Cheers and Wins Feeds
- With the Teams integration in TINYpulse
1. Install the TINYpulse app
1. Go to the Microsoft Teams app store and search for the TINYpulse app.
2. Choose the TINYpulse option, click on the arrow next to the Add button, and select Add to a Team.
3. Select the Team you want to integrate TINYpulse with from the dropdown list's options. This is the only Team that will have the TINYpulse app added, so make sure that all of your TINYpulse users are in this Team.
4. Click the Set up button.
5. Open TINYpulse and go to Settings -> Integrations and find and click on Teams in the list.
6. In the Microsoft Teams configuration page, click Connect.
7. Sign in with your Microsoft account if prompted.
- When you return to the configuration page in TINYpulse, the button should now be gray and read Disconnect.
8. Add the Team you want to integrate within the Team selection dropdown. Click Add.
All users in the Team you have integrated will get pinged by the TINYpulse-bot the next time a survey is open.
Users can also:
- Send Cheers: type in send cheers
- Submit Suggestions: type in send suggestion
- Make sure you have responded to surveys: type in my surveys
- Request a refresher of the commands: type in help
2. Stream Cheers and Wins feed
There are two options to stream into your Microsoft Teams application: Cheers and Wins. Here's how to set them up.
( ‼️ ) Please Note: You will need Global Admin access in Microsoft Teams to set up this integration.
1. Create new channels in Teams for the Cheers and Wins Feeds.
2. (If you have already connected Teams in TINYpulse, skip to step 5.) Open TINYpulse and go to Settings -> Integrations and find and click on Teams in the list.
3. In the Microsoft Teams configuration page, click Connect.
4. Sign in with your Microsoft account if prompted.
- When you return back to the configuration page in TINYpulse, the button should now be gray and read Disconnect.
5. To add your streaming, choose Cheers Feed in the first drop-down list, select the associated Teams channel in the second drop-down list, and click Add. Follow the same process for the Wins Feed.
- Tip: We recommend that you create a dedicated channel for Cheers feed instead of having them share the same channel with Wins Feed, otherwise, Wins may get drowned out by Cheers.
To ensure that your Suggestion and Cheers streaming will work in Teams, you will want to check that streaming is turned on in TINYpulse in Settings -> Platform -> Employee Portal.
Install the TINYpulse app for yourself
Any Teams user is able to add the TINYpulse app to their account (as long as they have a TINYpulse account). But you will not be able to stream Cheers and Wins into Teams unless your TINYpulse admin follows the above steps to do a full Teams integration.
1. Go to the Microsoft Teams app store and search for the TINYpulse app.
2. Click on the TINYpulse app and add the bot to your own account with the Add button
3. That is it! You will now receive notifications from the TINYpulse-bot in your Chat the next time a survey is open so that you can respond to it.
You can also:
- Send Cheers: type in send cheers
- Submit Suggestions: type in send suggestion
- Make sure you have responded to surveys: type in my surveys
- Request a refresher of the commands: type in help
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