How do I set up Team Surveys external integration with Microsoft Teams?

Team Surveys can now be distributed via Microsoft Teams! Follow the steps below to set up this integration. (Coming Soon!)

Setting Up the Integration

Log into GoCo as a user who can edit Team Survey settings & navigate to the app, either from the navigation tabs on the left side of the screen or from the Company Homepage. 

Here switch to your "Survey" tab & hit the "Ellipses" button next to the survey that you want to set up this integration for to find the "Settings" option. 

Here, navigate to "Step 2" & under Survey Locations, you will see a new checkbox for Microsoft Teams. It will be in this Read-Only state until you have set up your integration with Microsoft Teams. To do that, click the hyperlink here.

You will now be redirected and asked to log into your Microsoft Entra Account.

(Please note that this flow presumes that you already have a Microsoft Teams account to which you are trying to link GoCo. If you do not, please create your account first & return to this step.)

Once logged in, Microsoft will verify your company information & request access.

Once you accept, you will see this message. Hit the continue button.

You will then be returned to Step 2 of the Team Surveys setup page. You can see that the checkbox for Microsoft Teams is no longer read-only! Check it off & hit the next button.

You will now see "Microsoft Teams" in step 3 as a method for where this survey should be received. Hit "Save & Continue" to complete this setup. 

What will the experience be in Microsoft Teams?

When you open Microsoft Teams, navigate to your Apps section and you should now see the GoCo app.

When it is time for a survey to be completed, you will see a message like this notifying you.

Once the link is clicked you'll be taken into GoCo to complete your survey as usual.