Unit types

Unit types classify units and define their data fields and categories. They are used for filters, ranking, and benchmarks in reports.

A Unit type classifies a unit, such as by identifying it as a hotel, call center agent, cruise ship crew rotation, flight route, or enterprise account. The type defines the data fields and unit group categories that apply to Units of the type. Unit types are used for filters, ranking, and benchmarks in reports.

Administrators create multiple types for a company using a pre-defined list of Data fields. Admin tools also include automated report generation, and the ability to conduct detailed analyses.

All Unit types must be associated with a single Unit class, which is a top-level categorization of Unit types, or a group of Unit types, that determines what Data fields to display. The Unit classes are:

Account
Digital channel
Individual
Location
Product
Recurring event
Other

Unit classes enable units to:

Have report filters for specific unit types.
Assign data access to users.
Provide for splits in reports.
Rank all units within a type.
Benchmark against a particular type.
Determine pricing for units.

Note: Categories that are not assigned Unit types will not appear on the Units screen.

To use and access Unit types, see Access Organization features.

Unit types screen

The Unit types screen lists all Unit types you have permission to see, including their Unit class, the number of Units associated with the Unit type, and their Category, if any. Unit types containing units show a hyperlink in the Units column. Click the hyperlink to view the Units screen filtered by the specific unit type.

Unit types are sorted alphabetically and can be filtered by Unit class. Use the search bar at the top of the list to search for a particular Unit type.

Details pane
Details pane menu
Filter
Search bar

Details pane

Click a Unit type to reveal its details pane, which shows the following:

Unit class: Unit class of the Unit type.
Units: Number of units associated with the Unit type.
Created: Date and user that created the Unit type.
Last modified: Date and user that last modified the Unit type.
Categories: Categories associated with the Unit type and that can be populated for the Unit(s).
Data fields: Also known as Unit data fields. Define the Unit and can be used to power many aspects of your feedback and reports.

Details pane menu

Click the details pane menu to:

Edit Unit type: Modifies the Unit type information.
Delete Unit type: Deletes the Unit type from Experience Cloud. Upon deletion, that Unit type cannot be used in any Unit. Note that you cannot delete a Unit type that have Units associated with it.

Create and manage Unit types

Complete these steps to create a unit type:

From the Unit types screen, click New Unit Type and select the Unit class to which the Unit type belong from.
Configure your Unit type properties. For more information, see Unit type editor.
Click Save.

Unit type editor for a new Unit class Account.

Manage Unit types

To manage a Unit type, click the in the details pane menu to edit or delete a Unit type. For more information, see Details pane menu.

Unit type editor

The Unit type editor is the building area to access the different parts required to set up a Unit type. Navigate through the editor as desired, by clicking through using the left navigation pane.

The Unit type editor includes:

Basic details — Includes key and required properties for the field to work.
Data fields — Define the Unit and can be used to power many aspects of your feedback and reports.
Categories — Categories organize Unit types and can be used to populate the Unit(s).

Unit type editor for a new Unit class Account.

Basic details

Unit type name: Unique name for the Unit type.
Description: Optional description for the Unit type.

Data fields

Data fields, also known as Unit data fields, define the Unit and can be used to power many aspects of feedback programs and reporting. Each Unit type comes with default fields that cannot be removed, and these fields are shown with lock icons. To add a new Data field:

Hover over the Data fields section and click Add.
Select the field(s) you want as Data fields for the Unit type. You can narrow down the options that appear by searching for specific fields or using the options on the right to filter the fields that appear.
Click Select.
If the existing fields do not fit your needs, you can create a new Data field by clicking Add.
On the Details tab, complete the following:
- Field name — Unique name that identifies the field when using it in emails, surveys, reports, and exports.
- Description — Optional. Brief description of the field.
- Field ID — Unique identifier for the field. It is recommended that the name includes company name, purpose of the field, and question type, separated by underscores.
- Data type — Type of data accepted by the field. See Data types for descriptions of the data types and the fields that appear based on your selection.
On the Advanced Settings tab, select the applicable checkboxes as follows:
- Required — If selected, the field would be required when creating a unit.
- Use for duplicate checking — If selected, duplicate checking would occur to ensure events are not processed multiple times, which could trigger multiple surveys for the same event and increase opt out rates.
- Retain this value if survey is reset — If selected, the field will not be cleared when manual invite and case form screens are reset.
- Use it for Anti-Cheating engine — If selected, Anti-cheating Engine identifies and flag questionable responses to this field.
- Personally Identifying Data — If selected, it indicates the field contains sensitive data about individuals. The data in this field may be deleted or anonymized per the company's data retention policy. For more information, see Sensitive data.
Click Save.

To reorder the Data fields, hover over the selected field and Drag to reorder and drop it in the desired place.

Restriction: All Data fields except for Name field can be re-ordered.

To remove a Data field, click Remove.