You can set up a simple, easy integration between CustomerGauge and Microsoft Teams.
The four options are
- Receive Alerts in Teams on a New Survey Response
- Receive Alerts in Teams on Lack of Response
- Receive Alerts in Teams on Email Bounce
- Receive a Periodic Report in Teams
1) Receive Alerts in Teams on a New Survey Response:
Workflow Alerts are alerts that can be sent to any email address notifying people in your organization of things like a new detractor score in a survey response or a request for follow up. Microsoft Teams has a feature that allows an email address to be created for a channel. By following these easy steps, you can start sending these email alerts to a Teams Channel within your organization, so everyone can stay on top of workflow and close loop activities!
This is the end result:
How to Setup?
a) Add the email integration to the desired Microsoft Teams Channel: Steps in order to receive escalation and Report Hub emails through a Microsoft Teams channel.
- Log into Teams, select or create a new channel. Click on options and select "Get Email Address"
- Get the Email Address
b) Create a New User in CustomerGauge with this new email address in the User Manager
c) Setup your required Alert in the Workflows Section of CustomerGauge. In the workflow rules section, you can either choose to create a new rule for this recipient or add the email address as a recipient to an existing rule. You will be able to select the recipient from the user drop down list.
d) Start receiving email alerts through the designated Microsoft Teams Channel a!
2) Receive a Periodic Report in Teams:
Custom Reports built in Report Hub have a feature that allows users to be signed up to receive the report on an automated basis. By adding a "Teams User" to CustomerGauge,
a) Add the email integration to the desired Teams Channel:
See above steps 1-5
b) Add the email address for the Teams Channel as a User to CustomerGauge, in the User Manager:
c) Go to the report(s) you'd like to be sent to the Teams Channel
d) Add the Teams Channel user as a recipient to the report(s)
e) Share the knowledge of NPS activity throughout your organization by having them signed up to the Teams channel! Enjoy the benefit and convenience of having automated reports
Your options are
- View in application (will open in CustomerGauge)
- or view PDF
Note: Depending on which version of Teams you use as well as which machine you use it on, you may find the report quality will vary depending on which Report Dispatch Preference you choose. Try Adjusting the report dispatch preference option in the User Manager to determine which setting will have the best results for report quality for your organization!