CATEGORY: CampaignsIntegrationSettings

e-shot setup: e-shot Microsoft Teams integration

In this article, we will cover the set up needed on e-shot to use the integration with Microsoft Teams. If you are looking for a full set up guide, please click here. Or if you are after just the Teams setup, please click here. 

*Note the e-shot setup cannot be completed without the Teams setup being completed first. 

Step 1: Setting up your webhook in e-shot 

 

*This step can only be completed by an e-shot account admin 

To begin, click the settings icon > select ‘Account settings and head to the ‘Integrations’ tab. 

On this page click the ‘MS Teams setup’ button. 

You should now be seeing the below page, to continue the setup, click the ‘New channel’ button. 

The below pop up will appear where you can setup your channel. 

Name: The name of the channel, we recommended this is similar or the same to what you have setup in Teams already. E.g. carrying on from my Teams setup, my name would be ‘e-shot Microsoft Teams integration setup’. 

URL: This is where you will paste your webhook we copied from step 3.  

Tag(s): Setting your tags is an important step, the tags set helps e-shot determine when to send a campaign to the Teams channel. E.g. If I set the tag ‘Teams integration demo’, every campaign that has that tag assigned to it and is sent out will be sent to the Teams channel. 

Send campaign report when it is sent: This is the first option for posting your campaign to the channel. If you wish the analytics to be sent to the channel such as the displays and clicks, then tick this box. 

Send view in browser link when campaign is sent: This is the second option for posting your campaign to the channel. If you wish for a preview of the email as well as link to view the email to be sent to the channel, then tick this box. 


Once you are happy with your setup, click the ‘Save’ button.  

 

You will be taken back to the first setup page where you will now find your channel. 

The e-shot setup is almost complete, to finish, simply turn the ‘Is active’ button from off to on.  

 

*Please note once turned on, all campaigns tagged with the tag you set will be sent to your channel.

Step 2: Sending a campaign to your Teams channel 

 

Now both the Teams and e-shot setup is done, you are now ready to send a campaign that automatically pushes to your Teams channel.  

For step 5 we will simply be sending a single send campaign from e-shot, we will only cover the basics in this article but if you need further assistance on setting up a campaign, we have a help article on every step of the single send campaign process which can be found here. 

In order to send the campaign and push it to Teams you will need to: 

• Assign a campaign name 

• Assign the previously selected tag to the campaign 

• Assign a design to the campaign  

• Assign a subject line to the campaign  

• Assign an audience to the campaign  

 

Once all of those have been completed, your campaign page should look something like the below and be marked as ‘ready to send’. You can also see here I have attached my tag that I previously set in step 4.

Now your campaign is ready to send, simply send or schedule the campaign and then let e-shot and Teams to the rest. 

Step 3: Viewing the campaign in your Teams channel 

 

As soon as the campaign is sent out via e-shot, the integration will do its job, and your campaign will be posted to your Teams channel. 

Heading back to Teams now, click on the channel you setup the webhook for. 

If you ticked the ‘Send campaign report when it is sent’ option at step 4, you will see the below. 

From here, everyone in the channel can clearly see the name of the campaign, how many contacts it was sent to, the type of send it was as well as the subaccount the send was performed from, the date/time of send and who sent it. 

More importantly, you will see the ‘View engagement’ and the ‘Click overlay’ buttons. 

The click overlay report you may already be familiar with in e-shot, clicking this button takes you straight to that report within your browser so even those who aren't an e-shot user can access it.  

The ‘View engagement’ button again can be opened by anyone, even if they aren't an e-shot user and essentially acts an analytics page for your campaign where you can see a full breakdown of your campaign, just like you can from within e-shot.

*Note both reports will automatically update as time goes on so you can view the updated stats at any time by refreshing the links. 

 

If you ticked the ‘Send view in browser link when campaign is sent:’ option at step 4, you will see the below. 

This provides everyone in the channel with the campaign name, the subject line and preview text used for the send as well as a preview as to what email was sent. 

You will also find the ‘View campaign in browser’ button. Which does what it says on the tin, opens the full email up in your browser. 

*It's worth mentioning here that all colleagues who have access to the Channel selected will be able to access these inside the Channel. They will also be able to reply and react to the posts just a like a regular Teams message.