Share signals to Microsoft Teams (beta)

Signals surface automatically generated insights about retention, adoption, engagement, and frustration on your Pendo homepage. This article explains how to share those signals to Microsoft Teams, either as a one-time message or as a recurring digest.

For what signals are and how they're generated, see Signals in Pendo.

You can share signals to Microsoft Teams in two ways:

• Recurring digests that summarize multiple signals.
• One-time messages for individual signals.

Before you begin

To share signals to Microsoft Teams, the following must be in place:

• The Send Messages to Microsoft Teams integration must be enabled. This is a one-time setup completed by a subscription admin. See Connect Microsoft Teams to Pendo.
• Signals must be available on your homepage. This requires Leo enabled in your subscription and a personalized homepage. See Signals in Pendo.

The permissions you need depend on how you share:

• Share a single signal: no special permissions. Any user with access to signals can share one, as long as the integration is enabled.
• Set up or manage a recurring digest: you must be a subscription admin.

Note: You can only share signals to public Microsoft Teams channels. Sending Pendo data to private Microsoft Teams channels isn't currently supported.

Share a signal to Microsoft Teams

Any user with access to signals can share a single signal as a one-time message, as long as the integration is enabled. No admin permissions are required.

To send a one-time message for a specific signal:

1. On any signal, select Actions > Share to Microsoft Teams.

   

2. Select the Microsoft Teams channel where you want to send the signal. The channel picker shows standard and shared channels in public teams where the Pendo app is installed.
3. Select Send.

Set up a Microsoft Teams digest

Create a recurring digest to send a summary of signals to a Microsoft Teams channel on a regular schedule. Only one active digest is supported.

Note: You must be a subscription admin to set up or manage a recurring digest.

1. Select Get updates in Microsoft Teams on your homepage.
2. Under Microsoft Teams digest, select + Create digest.
3. Enter a Name for the digest. This appears at the top of the digest for everyone in the selected Microsoft Teams channel.
4. Select your preferred Frequency: weekly, bi-weekly, or monthly.
5. Search for and select the Channel where you want to send updates. The dropdown list includes standard and shared channels in public teams where the Pendo app is installed.
6. Optionally, in Data preferences, you can choose which data the digest sends: Use my homepage signals or Set custom signals.
7. If you select Set custom signals, configure the segment, apps, and events to include in the digest.
8. Select Save and schedule to activate your digest.

Manage Microsoft Teams digests

After you set up a Microsoft Teams digest, you can change its name, frequency, and channel, or turn it off.

1. Select Get updates in Microsoft Teams on the homepage.

2. Next to the digest, select the ellipsis (three dots).

   

3. To edit, select Edit, then make and save your changes.
4. To turn off the digest, select Turn off, then confirm.