Integrate CMP into Microsoft Teams
Note
Download the Optimizely CMP for Microsoft Teams video (1:41).
The Optimizely Content Marketing Platform (CMP) integration with Microsoft Teams provides real-time alerts, directly notifying marketers of CMP activity in the Microsoft Teams interface. By connecting CMP with Microsoft Teams, you can monitor an ongoing, automated feed of alerts (such as @ mentions, asset shares, and so on), and you can click through to CMP directly from the notification.
Key benefits of using the app inside Teams include:
- Organize notifications in your personal, dedicated Microsoft Teams app.
- Reduce email clutter by switching off email notifications (in favor of Microsoft Teams).
- Click through any notification directly to the action you need to carry out.
Receive notifications in Microsoft Teams and launch into Optimizely CMP. The integration supports the following notification types:
- Someone shared an asset or folder with you
- Someone shared a campaign or task with you
- Someone assigned a step (in a workflow) to you
- You are @mentioned in Optimizely CMP
- Your step in a task became active
Configure notification settings
Note
The Configure notification settings are for administrators to set up. After you complete the setup, you can receive notifications and authenticate the Microsoft Teams app with Optimizely CMP.
Prerequisites
- An active Microsoft 365 subscription
- Access to a Microsoft 365 administrator account
- Activated Microsoft Teams for your organization
- An active <partner/application> subscription
- Sign in to the Microsoft Teams admin center.
- Go to https://admin.teams.microsoft.com/.
- Enter your administrator credentials.
- Access the Teams admin center Dashboard.
- Set Global app permission policies for your organization.
- Select the Teams apps > Permission policies.
- Click Global (Org-wide default).
- In the Third-party apps section, select Allow all apps. (You can also select Allow specific apps, block others, and search for Optimizely CMP to add it to the list of approved apps.)
- Enable Optimizely CMP in Teams.
- Select Manage apps and search for Optimizely CMP.
- Click the check mark next to Optimizely CMP and select Allow.
- Click Allow to confirm access Optimizely CMP in Teams.
- Click Optimizely CMP to review and grant org-wide admin consent to permissions to access data and to view resource-specific consent (RSC) permissions for the application.
- Click Permissions, then Review permissions to launch a window with the requested permissions.
- Click Accept.
- If necessary, review the Settings for the application.
Receive notifications
If your organization or instances undergo an OptiID migration, sign out of and then sign back in to the Optimizely CMP app in Microsoft Teams to ensure CMP task notifications continue to be delivered.
Enable App notifications in the Direct Share Notifications and Assignee Notifications view to receive notifications. The External column highlights eligible notifications. Go to your avatar > your username > and select the Notifications tab.
Each notification type triggers a message in Microsoft Teams each time the action becomes true.
Authenticate the Microsoft Teams app with Optimizely CMP
In Microsoft Teams, click the app logo in the sidebar. You may need to search the store for Optimizely CMP. Type signin and press enter, then click Sign in.
A list of your available accounts (instances) is displayed, and you can select the ones from which you want to receive notifications. To change your settings, sign out of the app and then sign in to launch the authentication process again.
Supported notifications
The following notifications are supported.
Note
You cannot trigger notifications to yourself. Notifications are triggered to you when someone else acts.
Direct Share notifications
- Campaign or task shared with you – Notifies you when someone shares a campaign or task with you
- Asset shared with you – Notifies you when someone shares an asset or folder with you
Assignee notifications
- Task: Step assigned to you – Notifies you when someone assigns a step on a task to you or your team
- Task: Step requires action – Notifies you when a step requires your action
- Task: Upcoming step due date – Notifies you when it is 24 hours before your step due date
- Request: Work request assigned to you – Notifies you when someone assigns you to a marketing work request
- Comment: New comment @mentioning you or your team – Notifies you when you are @mentioned in a comment
Each notification displays details with a direct link to CMP, where you can take action, as shown in the following images.
