The Optimizely Content Marketing Platform (CMP) integration with Microsoft Teams provides real-time alerts, notifying marketers of CMP activity directly 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.
Configure notification settings
To receive notifications, enable App notifications in the Direct Share Notifications and Assignee Notifications view. Eligible notifications are highlighted by the External column. Go to your avatar > your username > and select the Notifications tab.
Each notification type triggers a message in Slack, 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 you want to receive notifications from. To change your settings, enter signout in the app, then enter signin to launch the authentication process again.
Use notifications
The following notifications are supported.
|
Notification type |
Category |
Description |
|
Campaign/Task shared with me |
Direct Share Notifications |
Notifies you when a campaign/task is shared with you |
|
Asset shared with me |
Direct Share Notifications |
Notifies you when an asset or folder is shared with you |
|
Step assigned to me |
Assignee Notifications: Task |
Notifies you when a step on a task is assigned to you or your team |
|
Step requires action |
Assignee Notifications: Task |
Notifies you when a step requires your action |
|
Upcoming step due date |
Assignee Notifications: Task |
Notifies you when it is 24 hours before your step due date |
|
Marketing work request assigned to me |
Assignee Notifications: Request |
Notifies you when you are assigned to a marketing work request |
|
New comment @-mentioning me or my team |
Assignee Notifications: Comment |
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.
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