Configure Microsoft Teams for TINYpulse

If your organization uses Microsoft Teams, you do not need us to tell you how powerful this hub is for collaboration, file sharing, online meetings, and more. Since it is probably one of your main go-to applications at the office, we had to jump on the bandwagon and bring TINYpulse to Microsoft Teams!

  1. Integrate TINYpulse with Teams for a channel
    1. Install the TINYpulse app for a channel
    2. Stream the Cheers Feed and Wins Board to a channel
  2. Install the TINYpulse app for yourself

Integrate TINYpulse with a Teams channel

Install TINYpulse for Microsoft Teams to get notifications when new surveys are ready, and let employees respond directly within Teams without having to log in to TINYpulse to give anonymous feedback. You can also stream Cheers, suggestions, initiatives, and Wins all to Teams to bring TINYpulse into the application employees use most.

 

Install the TINYpulse app for a channel


Teams Administrators who have access to install apps for the company can install it just once to give all users access to this time-saving integration. 
If you do not have access to install apps in Microsoft Teams, please speak with one of your friendly IT support staff for assistance. You will need administrator permissions to both Teams and TINYpulse to complete this install. 

If you want to enable pulse survey delivery to Teams (trust us, you do), the first step is installing the TINYpulse app. If you also want to stream Cheers and/or suggestions, initiatives, and Wins, be sure to complete both parts of the install process below. 

 

Create a TINYpulse Team or channel

 

Before you install the app, we recommend that you create a Team or channels specifically for TINYpulse. If you decide to create a Team just for TINYpulse users, be sure to add all of your TINYpulse users to this Team, otherwise, they will not see the app once you have finished with the install. 

 

Install the TINYpulse app

 

1. Go to the Microsoft Teams app store and search for the TINYpulse app.

 

 

2. Click on the TINYpulse app and set up the bot for a team by clicking on the arrow next to Add and select Add to a Team.

 

 

3. Select your TINYpulse Team from the dropdown list. This is the only Team that will have the TINYpulse app added to their account so make sure all of your TINYpulse users are a member! 

 

 

4. Click the Install button and you will see that the TINYpulse bot has been added to the apps list of the team you enabled it for.

 

 

5. Open TINYpulse and go to Users and Settings -> Integrations and find Teams in the list. 

 

6. Click to open the Microsoft Teams configuration page and select Connect.

 

 

7. Sign in with your Microsoft account if prompted. You will not get prompted if you are already signed in. 

 

8. When you return back to the configuration page in TINYpulse, the button should now be gray and read Disconnect. 


9. All users in the Team you have integrated will get pinged by the TINYpulse-bot the next time a survey is open, where they can respond 100% anonymously right from their app without even having to log in to TINYpulse. 

 


You can also send Cheers with the "send cheers" command and submit Suggestions with the "send suggestion" command. Do you want to make sure you have responded to all of your organization's open surveys? Type in "my surveys". Do you need a refresher of the commands you can enter in the TINYpulse bot? Type in "help". 


 

Connect the Cheers and Wins feeds


In addition to survey delivery, you can stream certain pieces of feedback to Teams so employees do not have to visit TINYpulse to view them. 

 

  • Cheers Feed: View Cheers in real-time to amplify recognition. All public Cheers are streamed to a dedicated Teams channel to increase visibility. 

  • Wins Feed: Feeds where all anonymous suggestions, initiatives, and Wins are streamed in real-time. These can be streamed altogether or in separate channels. Employees can see what feedback is coming through and what progress is being made all from the comfort of Teams. 

 

You will need to think about where to stream these items before you start. While you can stream the feeds to any one of your existing public Teams channels like #general, we recommend you create a new one or two specifically for the Cheers and Wins feeds. Our recommendation is to create one new channel specifically for Cheers and another one specifically for Suggestions/Initiatives/Wins. The reason being, the volume of Cheers tends to be much higher than the others combined so your other feedback could get buried if you use one channel for both. 


There are two ways to integrate the Cheers Feed and Wins Feed in Teams, with the TINYpulse connector or with the legacy integration in TINYpulse. For the connector, you just need to have access to TINYpulse and the ability to modify a channel in Teams. With the legacy integration, you will need to have Global Admin access in Teams. We highly recommend using the connector instead of the legacy integration as there are fewer complications and it is easier to set up.


Connector integration


If you are a user TINYpulse and are not a Global Admin in Teams, but do have the ability to modify a channel in a Team you can add the Wins Feed or Cheers Feed to your Teams account using the connector.


1. In the Teams tab in Team, select the channel you would like to stream your Suggestions, Initiatives, Wins, or Cheers. Please note that in order for Cheers or Suggestions to stream in Teams, you have Cheers and Suggestion streaming turned on in TINYpulse in Users and Settings -> Settings -> Employee Portal.


2. Hover over the channel and click on the three dots to the right of the channel's name.


3. Select Connectors.



4. Search for TINYpulse or scroll down until you see it in the list of connectors. 


5. Click on the Configure button.


6. You will be taken to a screen to authenticate the TINYpulse connector. Click on the Sign In button and enter your TINYpulse credentials or use the Sign in with Google or Sign in with Microsoft buttons to log in.



7. Select the features you would like to add to your channel (Suggestions, Initiatives, Wins, or Cheers). If you are a part of multiple TINYpulse accounts, you can also select which TINYpulse account you want to have Suggestion, Initiatives, Wins or Cheers streaming from. Once you have selected what will stream, click on the Save button.



8. And you are done! Once your users start posting new Suggestions, Initiatives, Wins, and/or Cheers, you will be able to see them in Teams.


9. You can manage the TINYpulse connector at any time after you have configured it by going to the Connectors page for your channel and selecting the Configured option. Scroll until you see the TINYpulse connector and click on the 1 Configured button to get to the Manage button. Here you can reconfigure what features stream in your channel and what TINYpulse accounts the Suggestions, Initiatives, Wins, and/or Cheers are streaming from.




Legacy Teams integration in TINYpulse (not recommended)


This requires you to be an Admin in TINYpulse in and a Global Admin in Teams. Because of this, we do not recommend using this version of the integration, however, it is still available to you if you are interested in it.

 

1. Create new channels in Teams for the Cheers and Wins Feeds.

 

 

2. (If you have already connected Teams in TINYpulse, skip to step 6) Open TINYpulse and go to Users and Settings -> Integrations and find Teams in the list. 

 

3. Click to open the Microsoft Teams configuration page and select Connect.

 

 

4. Sign in with your Microsoft account if prompted. You will not get prompted if you are already signed in. 

 

5. When you return back to the configuration page in TINYpulse, the button should now be gray and read Disconnect. 

 

6. Now add the feeds. Select the Cheers Feed from the first drop down, and the associated Teams channel on the right and click Add.

 

 

7. Do the same for the Wins Feed.

 

 

And you are done! Visit Teams to see your Cheers and suggestions, initiatives, and Wins rolling right into your app.


Install the TINYpulse app for yourself


Any Teams user is able to add the TINYpulse app to their account as long as they also have a TINYpulse account. Please note that you will not be able to stream Cheers and Wins into Teams unless your TINYpulse administrator follows the above steps to do a full Teams integration.


1. Go to the Microsoft Teams app store and search for the TINYpulse app.

 

 

2. Click on the TINYpulse app and add the bot to your own account with the Add button.



3. That is it! You will now receive notifications from the TINYpulse-bot in your Chat the next time a survey is open. You can respond 100% anonymously right from Teams without even having to log in to TINYpulse.



You can also send Cheers with the "send cheers" command and submit Suggestions with the "send suggestion" command. Do you want to make sure you have responded to all of your organization's open surveys? Type in "my surveys". Do you need a refresher of the commands you can enter in the TINYpulse bot? Type in "help". 


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