Migrate to integration version 2

Medallia Experience Cloud integration v2 is the gold standard in Digital Feedback management and analysis. Leverage the vast capabilities of Medallia Experience Cloud combined with the self-service flexibility of Digital Feedback. Note that the majority of customers are already on the Medallia Experience Cloud v2 integration, if you are uncertain about your current status please see the FAQ for further guidance.

Comparing Digital integration versions

The different versions of Digital provide different levels of integration into Medallia Experience Cloud.

Architecture

The architecture of Digital V1 was:

  • Manual integration of Digital survey feedback with Experience Cloud

  • Reliant on ongoing Medallia Professional Services hours to maintain and update Auto Importer

  • Unable to create new questions without Medallia Professional Services effort

  • Medallia Professional Services hours always needed to launch new surveys

The architecture of Digital V2 is:

  • Automatic integration of Digital survey feedback with Experience Cloud

  • Similar UX to build and target Digital surveys

  • Create new surveys and edit existing surveys without Medallia Professional Services intervention

Benefits of Digital V2

A Digital V2 property has these changes to survey building:

  • Enhanced self-service capabilities. Create surveys end-to-end and launch them at the right moment, all without a Digital Expert

  • Built-in reusable question library

  • Create new questions directly within Digital

  • Answer options automatically linked to field selection

A Digital V2 property has changes to reporting and program management:

  • Reports available in the Medallia Experience Cloud

  • Enhanced control over data flow

  • No Auto Importer management

  • Ad-hoc reporting dashboards automatically created and updated for every survey based on questions. These are found under the Published and Unpublished buttons.

  • The Responses Detail view combines all survey questions, similar to Digital Inbox feature

Functional differences

When a property is migrated to version 2, some Digital functionality from version 1 is replaced with functionality in Medallia Experience Cloud.

These changes are made when a Digital property is upgraded to version 2:
  • The Digital Inbox and Reports are replaced with Experience Cloud Responses reports. During migration all previous feedback in the Digital parts is imported into Experience Cloud and can be viewed under the Feedback tab. See Reporting in Experience Cloud.
  • The Digital Dashboard is replaced with Experience Cloud based dashboards created for every survey. These dashboards provide insights for your general program (via the Overview tab) and additionally a form-by-form analysis that can be accessed via the form name under the Published and Unpublished tabs.
  • Manage users and their capabilities in the Admin suite. See Managing users in Experience Cloud.
  • Digital apps support version 2.
  • Tagging is not possible in Experience Cloud, please consult with your Medallia Expert regarding alternative approaches.
  • Digital Smart reply is replaced by auto reply in Experience Cloud.
  • Digital Real-time alerts for feedback are replaced by alerts in Experience Cloud.
  • Exports can be managed via the Experience Cloud export capability or reach out to your Medallia Partner
  • The Feedback API integration is deprecated. We recommend using the Medallia Query API. See your Medallia expert for additional information.

Note that the Experience Cloud integration does not relate to Digital Survey Form 2.0. However upgrading is strongly recommended.

FAQ

These questions are frequently asked:

How do I know which version is on a property?

Check these features of the property. If you are not sure, contact your Digital Expert.

  • Are Digital Feedback records imported via a Web Feed?

  • Are Digital Feedback records processed via an AutoImporter?

  • Do you have to contact Medallia Professional Services to manually create fields every time you want to build a new Digital survey?

If you answered yes to these questions, the property is on Digital V1 and needs to be migrated!

If you do not see the "Experience Cloud Field" option available in Digital, your property is on V1!

Can I revert a property from V2 back to v1?

No this is not supported.