Microsoft Teams Notifications

Introduction

Our Microsoft Teams integration offers a great way to keep your team in the loop and act on survey responses timely.

It allows you to receive notifications inside a Teams channel whenever new survey data is available, a response was tagged, or when a user enters a specific segment in Refiner.

Create notification trigger

To set up Teams Notifications, navigate to the Notifications section of your Refiner dashboard. Click on “Create trigger”, choose “Teams Notifications” and click “Create Trigger” again.

On the next page you’ll see a form with the settings of your new notification trigger. As you can create multiple Teams Notification triggers, we encourage you to give each trigger configuration a distinct name, for example “New Promoters”.

Set trigger conditions

The “Trigger Event” section lets you define when you want to receive a notification. You can choose between “New response”, “Segment match” or “Tag added”

You can furthermore define conditions which need to be met before a notification is sent.

Choose data fields

By default, all response data is included in notifications. You can also choose to select specific data fields. When you choose to include selected data fields, you can also include other user traits in the notification.

Please note: The data labels which you’ll see in the Slack message correspond to the Trait names that you can find in the data index.

Create a Webhook in Teams

It’s now time to create a Webhook in your Microsoft Teams account. Creating a webhook in your Teams account is a prerequisite to receiving Refiner data.

Go to your Teams account and navigate to the channel where you want to receive notifications. Next to the channel name you’ll see three dots. Click on “Connectors”.

Search for “Webhook” and select “Configure” next to “Incoming Webhook”.

Create a new Webhook and copy the URL provided by Microsoft Teams to your notification trigger configuration in Refiner.

Save your new Teams Notification trigger and you are done! From now on, your team will be notified in real time when new survey responses are available or a user matches a specific segment.

Send test notification

Before saving your trigger configuration, you can click Send test. Then, check your Teams channel to confirm that you received the notification.