Configure Microsoft Teams for TINYpulse

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( ‼️ ) 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.

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Features

The TINYpulse Teams integration allows your users to:

• Respond to surveys directly in Teams using the TINYpulse bot
• Stream Suggestions, Initiatives, and Wins to Teams Channel
• Stream the Cheers Feed to a Teams Channel

Prerequisites to Integrate TINYpulse with MS Teams

• TINYpulse Engage Admin or Super Admin role/permission. You can unassign the Admin level permissions once integration is completed. Reference: How do I update a user’s permission?
• Teams Global Admin 

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Instructions

If you plan on streaming Cheers, 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.

1. Install the TINYpulse app—this is the only thing needed if you plan to use the MS Teams integration solely for survey delivery.
   • For your organization
   • For yourself (this section is at the end of the article, after streaming instruction)
2. Stream the Cheers and Wins Feeds
   • With the Teams integration in TINYpulse

1. Install the TINYpulse app - Survey Delivery

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.

• Within the team you selected, the app must be installed to General channel - the default channel of every team.

4. Click the Set up button. 

From now on, 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

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2. Stream Cheers and Wins feed

You can stream Cheers and/or Wins into your Microsoft Teams.

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( ‼️ ) Please Note: You will need Global Admin access in Microsoft Teams to set up this integration.

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1. Create new channels in Teams for the Cheers and Wins Feeds.

2. 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 to the configuration page in TINYpulse, the button should now be gray and read Disconnect.

5. Add the Team you want to integrate within the Team selection dropdown. Click Add. 

6. 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