How do I view combined data records?

Agile Research data records are not included with your Medallia Experience Cloud records in the EDR Summary of Admin Suite. To view your Agile Research data records, see "Account overview" at the top right of your Agile Research homepage. Add this value to your EDR Summary total to get your total data records count.

How does a customer purchase more records?

If an existing EDR customer wants to purchase more EDRs, this will go through the normal expansion order process between Sales and Deal Desk.

How do I configure customer location settings in Agile Research?

The default location setting in Agile Research will reflect the server location of a customer’s instance. Users can adjust their location setting in Account > Profile.

When provisioning your Agile Research instance, an Account Administrator will be assigned for Agile Research. For all other users, their accounts will be provisioned with a default set of base roles and permissions when they access Agile Research for the first time via the Application switcher. These roles and permissions are as follows:

How do I change Account Administrators?

To change the Account Administrator, the current Account Administrator should submit a technical support request here. The new Account Administrator must be an existing user in the Agile Research account.

Agile Research hostnames and IP addresses

The following domains need to be allow-listed:

See Use IP ranges to allow-list emails for additional details.

How do I request a custom domain?

Contact Technical Support here to set up custom domains for Agile Research. Follow the guide on this page. To use your own domain, submit the request by clicking the question mark in your account and then selecting Request a custom domain.

How do I use Medallia Video in Agile Research?

To use Medallia Video in an Agile Research survey, reach out to Technical Support at help.medallia.com to set up a new channel in Medallia Video under the customer’s existing Medallia Video instance. Request the channel name to be ‘[Survey Name] - Agile Research’ and ask the Technical Support team to provide you with the API Key and Channel ID for this new channel, which will be needed to add the video/audio question to the Agile Research survey. See Medallia Video question for additional details on the Video/Audio question type in Agile Research.

How do I opt-out of Medallia Digital Feedback in Agile Research?

Contact Technical Support at help.medallia.com to opt-out of Medallia Digital Feedback in Agile Research.

Is Agile Research supported on sandbox environments?

Agile Research will not be available in Experience Cloud sandboxes. It is only available on production environments.

Can I buy SMS survey distribution?

All Experience Cloud customers on data records can distribute surveys via SMS by default. SMS surveys carry an extra cost that is not included in EDR.

For Agile Research users to distribute surveys via SMS, the Account Administrator or a User Administrator must enable the ‘SMS Distribution/Notification’ user permission. This permission is only enabled automatically for the Agile Research Account Administrator.

To disable the ability to distribute surveys via SMS, the Agile Research Account Administrator should contact Technical Support at help.medallia.com.

How can I buy a targeted panel?

For more information on how to purchase a targeted panel, see Targeted panels. Only users with Billing Administrator Distribution permission can purchase a targeted panel.

How do I access Knowledge Center?

Go to help.medallia.com. If you are not logged in to Knowledge Center, sign in or register by clicking Register now.

Medallia Experience Cloud Admins can also automatically log in from Admin Suite by clicking Help & Resources > Knowledge Center. If you do not already have access to Knowledge Center, this will automatically set up your access.

Click Create a Case and submit a Feature Activation Request.

How does this integration impact Medallia Experience Cloud customers who already have a standalone Agile Research instance?

If Experience Cloud customers want to connect their existing standalone Agile Research instances to Experience Cloud, Medallians/customers/partners should still follow the process of submitting an Agile Research Provisioning request. This will allow Deal Desk to generate the legal agreement, which is still required to connect an existing Agile Research standalone instance to Experience Cloud.

After the legal agreement is signed, Deal Desk will notify the Product team directly. The Product team will then reach out to customers' Medallia account teams to ensure customers are aware of the differences between Agile Research functionality when connecting their existing instances to Experience Cloud.

After confirming customers want to connect their existing standalone Agile Research instances to Experience Cloud, the Product team will submit a ticket for engineering to connect the standalone Agile Research instances to Experience Cloud via the Application switcher.

Who has to sign the legal letter for partner managed accounts?

If the client has contracted software with Medallia directly, then the client should sign the client-facing letter. If the client has purchased Medallia software via the Partner, then the partner should sign the Partner letter and the Partner should have the client sign a letter similar to the client-facing letter.

How do I create a new user?

See the steps in Custom account provisioning to create new users in either Admin Suite or Classic setup. Also see Users and User accounts for additional details.