Survey authentication

Integrations > Security > Survey Authentication

Important: This feature is restricted to certain instances. To use this feature, contact your Medallia expert.

Survey authentication verifies respondents via a third-party system, ensuring only legitimate users can take the survey. This method prevents unwanted responses and allows tracking of respondents, even when the survey link is used directly.

When a user attempts to reach a survey, the identity provider (IdP) needs to verify the user's account. The IdP requires the user to first sign in to the IdP application.

Sign-in screen showing Okta as IdP

When a program is associated with more than one IDP, Experience Cloud shows a screen where users must select with which IDP they want to sign in.

Screen capture showing IdP selection screen for Survey Programs that have more than one identity providers

Once Experience Cloud receives confirmation from the IDP that the user account is valid, the user is permitted to access the survey.

When a user is authenticated, the Survey engine creates a ballot — a temporary record — with its own survey link for that user. If someone else who has an account in the IdP clicks that link, they are denied access to the survey ballot: users cannot access another user's survey.

Experience Cloud supports SAML and OpenID Connect as identity providers for survey authentication.