Program fields

Program fields is the way in which Experience Cloud stores information to use in surveys, emails, reports, etc. They store different type of data, such as information related to individuals, business interactions, as well as information coming from respondents via feedback responses.

To use and access Program fields, see Access Shared assets.

To access fields that are part of an Experience program, select Fields in the Experience program editor. To access fields from an Ad Hoc survey, click the details pane menu on the Ad Hoc surveys screen and select View survey fields. Note that fields created outside Ad Hoc surveys are not supported for Ad Hoc surveys.

Warning: Edit Ad Hoc surveys and Edit Experience programs permissions under the Feedback category only allow to access the fields that are part of Ad Hoc surveys and Experience programs, respectively.

Program fields screen lists several fields, from different category and data type.

Program fields screen

The Program fields screen lists all the available Medallia fields for that particular company instance. Fields are sorted by the last modified date and can be filtered by Program, Category, Data type, Status, and Usage. Use the search bar at the top of the list to search for a particular field.

When filtering by Contact category, you can also filter by:
  • Used for contact identity.
  • Personal Identifiable Information.
  • Indexed for search.
For more information, see Profile field settings.

Layer 1 1 2 3 5 4

  1. Details pane
  2. Details pane tabs
  3. Details pane menu
  4. Search bar
  5. Filters

Details pane

Click on a field to reveal its details pane, which shows two tabs:

  • Details tab — Summarizes the most important information of your fields, such as:

    • Field ID — Unique name used to identify the field in Medallia Experience Cloud.

    • Category — Groups fields based on the type of information they store. For more information, see Field categories.

    • Data type — Input value the field accepts, such as Choice set, Comment, Date, Email,etc. If the field has a Choice set data type, its choice set options appear under the Additional info section. See Create and manage fields for details on each data type.

    • Used in — Parts of Experience Cloud where the field is used. Click the number to reveal the details on the In Use tab.

    • Has data — Indicates whether the field has actual data stored.

    • Last modified — Date and user that last modified the field.

    • Additional info — Only for Uncategorized category fields. Displays key additional information, such as choice set items (for fields with choice set data type), Question text, etc.

    • Profile field settings — Only for Contact category mapped to Profiles. Displays key information, such as Profile field name, Profile field ID, Used for contact identity, Personal Identifiable Information, and Indexed for search. For more information, see Profile field settings.

  • In Use tab — Parts of Experience Cloud where the field is used, such as emails, exports, report, etc. Click each place to see the details. If the field has a Choice set data type, In use also shows the places where the choice set is being used.

Details pane menu

ClickMore vertical icon the field details pane menu to:

  • Duplicate field — Copies the field and includes its same values, except for its name, Field ID, and Client Identifier, which need to be unique. If the field's data type is Choice set, Integer, or Fractional, the new duplicated field will reuse their same settings. Note that you can only duplicate fields that have any of the existing Field categories and that can be edited.

  • Delete field — Removes the field only if not used. See In use tab for details on where the field is being used. System fields cannot be deleted.

Viewing and editing fields

Click View to see its full details. If the field allows it, click Edit to see and modify some of the field properties.

Field categories

Program fields come in different categories, depending on the type of information they store:

  • Case Management — Fields that have information related to Case Forms, such as Follow-up date, Follow-up notes, Next steps, etc.

  • Contact — Fields that store information related to the individuals who are asked for (and give) feedback. Contact field information usually comes as part of the imported file. Examples of Contact category fields include Name, Email, Customer ID, or any other field that includes demographic information. For more information, see Contact fields.

  • Event — Fields that contain information about:

    • An interaction (an event being measured), which usually comes as part of an imported file, though it might be obtained from other sources as well. Examples include Transaction ID, Transaction date, Interaction type, etc.

    • Various aspects of records as they move through Experience Cloud, such as Status, Creation date, Response date, Survey method, etc.

      For more information, see Event fields.

  • Feedback — Fields that store information gathered from individuals, either responses to survey questions or coming from other sources, such social feedback (if enabled) and imports. An example of Feedback category field is the question and response of How would you rate your experience?.

  • System — Fields generated by Medallia Experience Cloud that contain information about an event or the respondent's relationship with the feedback itself, such as the timestamp when respondents completed the survey or when they opened the invitation email. Some System fields also record and calculate specific, internal information from different Medallia products. System fields break down into the following sub-categories based on the Experience Cloud area they are part of:
    • Action Intelligence
    • Alerts
    • Ask Now
    • Case forms
    • Integration processing metadata
    • Sampling
    • Social Feedback
    • Survey metadata
    • Text Analytics
    • User activity

      For more information, see System fields.

Field categories.

Note: Uncategorized fields are those that hadn't had a category chosen when migrated from legacy programs.

Create and manage fields

Complete these steps to create a new field:

  1. On the Program fields screen, click New field and choose the field category you want to create: Case management, Contact, Event, Feedback, Formula, or Segment field.
    Restriction: You cannot create any System fields.

  2. Configure your field properties. For more information, see Program field editor.

  3. Click Save.

Basic details and settings screen.

Manage fields

To manage a field, click Edit.