This article explains how to create and send Microsoft Teams messages using Tivian Communicate XI (CXI). It covers the step-by-step process of scheduling a message, including selecting the appropriate channel, setting message properties, and crafting the content. The article also touches on how to track engagement analytics for these messages within the CXI platform.

Information

Note: You must be added to the Communicate Journey team and hold the permission status of Owner or Editor to create new messages. Read more about team access and permissions here.

Microsoft Teams (MS Teams) is an integral collaboration tool in many offices and decentralized workgroups. Using MS Teams to reach your employees “where they are” can be a very effective way to get your Communicate Journey message noticed.

Tivian Communicate XI (CXI) can send MS Teams messages to specific channels and track the engagement in the analytics dashboard.

Schedule a message

1. In the Campaign section, in the top-right corner, click Add New.

2. A pop-up window will appear.
3. Select MS Teams from the Type options to the left, and click Create.

4. Select the MS Teams channel you will be sending the message to and click Create. Only the MS Team channels that have a connection to CXI will be listed.

5. The new message will be created in the timeline and open to the Properties tab, where you can edit the following properties:

• Type of Message: This will be set to MS Teams. If you want to change this message to any other type, you may do so here.
• Target Room: You can change where the message will be sent.
• Deliver: Defines a delivery date. (Delivery time is managed by your account administrator.)
• Reminder: Defines a reminder cadence, upon which notification recipients set in the journey’s Preferences will receive an email memo about this message’s upcoming send.
• Destination: Defines a destination, either within the Employee Experience or to an external URL you can define.

6. Click on the Edit pencil, and fill out your message fields:

• Subject: Will show at the top of your message. (Remember to keep it short and sweet.)
• Message: The main information that will show below your subject.
• Call to Action: The text that will appear in the Call to Action button that will link to the set destination. Tivian recommends a clear Call to Action directing your employees to take action.

Note

The preview of your message will appear to the right of the edited message. Click it at any time to preview what your message will look like in MS Teams.

7. Once you have finished your message, click on the eye (View) icon to save your changes.
8. If this journey requires approval for messages, click on the Actions tab and click on the toggle slider next to “Approve this message.”
9. Lastly, click on the Notes tab, and give the message a Title and optionally some notes.

Tracking your messages

You can view your MS Teams messages’ engagement in the Analytics section of your Communicate Journey. To find specific MS Teams results in the Daily Engagement, look for the MS Teams icon.

The Summary shows the following for MS Teams analytics:

• Users Reached: Shows how many channel members clicked the CTA in the MS Teams message.
• Engaged Views: Shows how many channel members engaged in the content linked from the MS Team message.
• Actions Taken: Shows how many times the CTA button following the viewed content, has been clicked.

Note: Due to the fact that you are sending this message to a specific team’s channel, you will not receive the same rich feedback as you do from other campaign message types, as your audience members in this case, are only limited to that specific channel.

FAQ

What permissions do I need to create Microsoft Teams messages in CXI?

You must be added to the Communicate Journey team and hold the permission status of Owner or Editor to create new messages. Additionally, you need to have Microsoft Teams integration set up with CXI to use this function.

How can I track the engagement of my Microsoft Teams messages?

You can view your MS Teams messages’ engagement in the Analytics section of your Communicate Journey. Look for the MS Teams icon in the Daily Engagement section. The Summary shows Users Reached, Engaged Views, and Actions Taken for MS Teams analytics.

What information can I include in my Microsoft Teams message?

When creating a Microsoft Teams message in CXI, you can include a Subject (which appears at the top of your message), the main Message content, and a Call to Action button with custom text that links to a set destination. You can also preview how your message will look in MS Teams before sending.