Configure Promote for TripAdvisor
Medallia Social Promote uses the TripAdvisor widget to host the TripAdvisor form within a survey, which involves creating one or two elements on a survey. The TripAdvisor widget works on both desktop and mobile devices. The first element to include in the survey is an optional question that asks survey takers whether they want to submit a TripAdvisor review. The second element to include is the TripAdvisor page . For example, this image shows how the survey page with the TripAdvisor widget appears on a tablet:
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You cannot update the CSS of the widget.
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The questions in the TripAdvisor form are specified by TripAdvisor and cannot be altered. Companies, however, have the option to either display or hide sub-ratings. For more information, see Before you begin.
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You cannot pre-populate TripAdvisor's scores and review.
Data from TripAdvisor widget
When a survey taker submits a review using the TripAdvisor widget, the review bypasses Medallia Experience Cloud and goes directly to TripAdvisor. As part of Social Feedback that collects social reviews after they are posted publicly, most of the information is passed back to Experience Cloud within the following Experience Cloud TripAdvisor Feedback fields:
| Feedback field | Description |
|---|---|
Overall score (q_ta_overall_score) | Corresponds with the Rate this hotel rating. |
Review (q_ta_review) | Corresponds with the Your review comment field. |
Service (q_ta_service) | Corresponds with the Service rating. |
Cleanliness (q_ta_cleanliness) | Corresponds with the Cleanliness rating. |
Value (q_ta_value) | Corresponds with the Value rating. |
Location (q_ta_location) | Corresponds with the Location rating. |
Sleep Quality (q_ta_sleep_quality) | Corresponds with the Sleep quality rating. |
Rooms (q_ta_rooms) | Corresponds with the Rooms rating. |
Posted to TripAdvisor (q_ta_posted) | Indicates whether the survey taker has submitted the review to TripAdvisor. This Q-field is set to 1 when the survey taker submits the form. The default value is 0. |
City (q_ta_city) | Corresponds with the City field. |
Country (q_ta_country) | Corresponds with the Country field. |
Review Title (q_ta_review_title) | Corresponds with the Title of review field. |
Type of trip (q_ta_type_of_trip) | Corresponds to the question in the TripAdvisor form. |
Before you begin
Complete the following steps to configure the TripAdvisor widget:
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Request a TripAdvisor Site Key and confirm additional company-specific settings. Contact Medallia support with the following information:
- Company name (for example, Schrute Farms).
- Instance URL (for example,
schrutefarms.medallia.com/schrutefarms). - Brand name.
- Units to activate TripAdvisor Promote to. Provide a spreadsheet file with the following columns:
- TripAdvisor IDs.
- Experience Cloud IDs.
Alternatively, if you do not have access to TripAdvisor IDs, provide a spreadsheet file with the following columns:- Experience Cloud IDs.
- Unit name.
- Unit address.
Important: Medallia Support team handles this request together with the Social media product team. TripAdvisor may take up to 3 weeks to provide the Site Key. -
Create a new Data field.
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Populate this newly created Data field for each unit in with the property's TripAdvisor ID. You can either:
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Ask the company to fill in the field into each unit themselves.
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Ask the company to send you a list of their TripAdvisor URLs (or property IDs) and fill in the property ID into each unit yourself .
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Obtain the URLs manually by downloading data from the Units report in Company > Units > Units and fill in the property ID into each unit yourself.
Note: The property ID is always included in the last digits of the URL, for example forhttps://www.tripadvisor.com/Hotel_Review-g33031-d12345, the ID is 12345. This is also the same as the ID column in the Promote for TripAdvisor in step 1.
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Create and validate the launch plan with the company.
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If you are planning to launch a pilot before implementing Medallia Social Promote more broadly, identify the pilot properties and define the criteria for a successful pilot. A staged roll-out is highly recommended.
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Decide which survey takers should view the embedded review form.Restriction: TripAdvisor and Medallia's content integrity on policy prevents you from asking only promoters for reviews. For more information, see Medallia Social Promote.
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Create a wide-release plan.
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Include TripAdvisor in surveys
To configure the TripAdvisor widget:
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Optionally, if you are using Promote for TripAdvisor on limited number of units (for example, on a pilot), add a field to the property Auto-importer processor that indicates whether the property is enabled for Promote for TripAdvisor.
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Navigate to Importers.
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Select the importer that is used to import property information.
Tip: Create a duplicate property importer for testing purposes, then make the change to the actual property processor at launch time. -
Create a Promote for TripAdvisor Feedback field that flags whether Promote for TripAdvisor is enabled for the unit and map to that field. The field should have a Choice set (Yes/No values) data type.
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- Optionally, for Anonymous surveys, obtain the Unit ID:
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Include a question in the survey that asks the survey taker to select the unit. The answer to this question is stored on the record as a Feedback field.
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Copy that value of that field to Unit ID field (
e_unitid). To do so, add the following code as JavaScript validation of the question where the unit is selected. By setting the value of Unit ID for the survey, you can access the Data field that contains the TripAdvisor ID.function setUnit() { var feedbackUnit = fields.get('unit_id'); fields.set('e_unitid',feedbackUnit); } setUnit();
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In the Survey editor, add and configure a TripAdvisor page .
Optionally, if there is a Multiple choice - one question asking survey takers to submit a review to TripAdvisor, add a condition to Display logic to show the TripAdvisor page only when they answer Yes. Add as many conditions as you need.
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Exclude any non-supported languages by TripAdvisor. For a list of supported languages and their language codes, see Supported Languages. For example,
(((m__language != 'cs_CZ' and m__language != 'fi_FI') and m__language != 'iw') and m__language != 'ms_MY').Important: During the test phase, test the widget in every supported language. -
Verify that a value has been provided for the data field type of the unit. Units that don't have a link to a TripAdvisor profile shouldn't display this page. For example, Schrute Farms TripAdvisor is present (
u_schrutefarms_socialmedia_tripadvisor_id PRESENT). -
Optionally, if piloting TripAdvisor Promote to select properties only, condition the page to show only when the Promote for TripAdvisor field is enabled (
u_trip_advisor_enabledin the example below). For example, TripAdvisor enabled equals to Yes (u_trip_advisor_enabled = 1)
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Before launching Promote for TripAdvisor, follow the steps described in Test the TripAdvisor widget.
Partially-completed surveys
Survey takers might complete the Medallia portion of the survey, but exit the survey once they see the TripAdvisor form, in which case the survey is never submitted and valuable feedback is lost. Use any of the following workarounds:
Auto complete survey after it expires
The recommended workaround is to auto-complete the survey after it expires. For more information, see Auto-completing after a specific page.
Display Promote for TripAdvisor widget link on the survey End page ("Thank-you" page)
An alternative to auto-completing the survey is to display a link on the end page of the survey to the TripAdvisor widget. The URL for routing the survey taker should include parameters and be in the following format:
https://www.tripadvisor.com/WidgetEmbed-collectreview?locationId=[LOCATION ID OF THE PROPERTY]&partnerId=[CLIENT SPECIFIC SITE KEY]&display=true
Send survey takers a Thank-you email with a link to Promote for TripAdvisor
Another alternative to auto-completing the survey is to send a Thank-you email after the survey is completed that prompts the survey taker to submit a TripAdvisor review. Same as in the workaround above, the URL for routing the survey taker should be in the following format:
https://www.tripadvisor.com/WidgetEmbed-collectreview?locationId=[LOCATION ID OF THE PROPERTY]&partnerId=[CLIENT SPECIFIC SITE KEY]&display=true
Test the TripAdvisor widget
To test the TripAdvisor widget:
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Verify that you have specified the demo URL for the TripAdvisor Request URL parameter: https://www.tripadvisor.com/WidgetEmbed-collectreview?display=true.
Warning: This is the TripAdvisor production URL, so only submit reviews for Schrute Farms test location. Submitting reviews for other locations may risk posting a review to the live TripAdvisor site and introducing fraud issues. -
Submit a review for the following test location Schrute Farms:
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Create a test unit called TripAdvisor Test Unit, and set the field that is mapped to the Location ID to 73009. For example, suppose the field for the Location ID is ID for TripAdvisor (u_id_for_tripadvisor).
In that case, the value of the ID for TripAdvisor field of the TripAdvisor Test Unit would be 73009.
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Use auto importer to create a reusable test link for the test unit.
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Complete and submit the TripAdvisor review for Schrute Farms.
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Check the Schrute Farms review page to find your review. Any review you send will be moderated before it is posted publicly, so it might take some time to appear on the site. If it hasn't appeared after a few days, contact Medallia Support.
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Once you have confirmed that the end-to-end flow works for Schrute Farms, verify that the widget displays as expected for the rest of the locations that are using Promote for TripAdvisor.
Warning: Avoid posting live reviews for other properties since you risk posting a review to the live TripAdvisor site and introducing fraud issues. -
If the widget works correctly for the Schrute Farms but not the real units, there could be an issue with unit mappings to resolve with TripAdvisor.
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Test every language your program uses. Verify that:
- All tooltips are translated.
- The language shows up properly.
Add TripAdvisor Promote activity to reports
Complete the following steps to add a custom module to include data about how many users decided to complete the TripAdvisor form (not the data on TripAdvisor) in Admin Suite Reports.
For more information about working with Dashboards, see Dashboards. For more information about the module types in this report, see Custom Module and Section Header.
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On the Web Navigation screen, search for the Social tab and sub-tab to select the parent report the custom module will be part of.
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Open the Modules tab of the report, and complete the following steps for the Custom module you want to add:
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Click Add module, and then click Create new Custom module to open the Module Template editor.
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Click I'll write my own XML code and copy the following:
<analytics-report> <chart type="COLUMN_STACKED" decimals="0" auto-scale="true"> <legend position="BELOW"/> <secondary type="LINE" title="Overall Experience Score" data-labels-enabled="true" decimals="2" auto-scale="true"/> </chart> <!-- Update the axis name --> <axis axis="Time Period"> <optionbox-filter plugins="UNIT,TIMEPERIOD,MULTI_FILTER,SEARCH,CUSTOM_FILTER,CUSTOM_FILTER_DROPDOWN"/> <format decimals="0" pattern="###,###"/> <timeperiod-dropdown-split/> </axis> <!-- Update the axis name --> <axis axis="TripAdvisor Review Volume"> <aggregate operation="NUM_SAMPLES"/> <split values="1" text="Volume - Promoted Reviews" field="q_socialmedia_is_promoted"/> <split values="2" text="Volume - Organic Reviews" field="q_socialmedia_is_promoted"/> <chart-axis-separator/> <split values="1" text="Score - Promoted Reviews" field="q_socialmedia_is_promoted"> <aggregate-field field="a_overall_score_with_social_media_5_buckets"/> <aggregate operation="AVERAGE"/> </split> <split values="2" text="Score - Organic Reviews" field="q_socialmedia_is_promoted"> <aggregate-field field="a_overall_score_with_social_media_5_buckets"/> <aggregate operation="AVERAGE"/> </split> </axis> </analytics-report> -
In the Settings tab of the Module Template editor, select the Data Type social_media_review.
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Click Save, and then click Close Module editor.
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In the report editor, give the module the correct label from the table above, matching the template you used.
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Click Save, and close the module.
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In the Modules tab of the parent report, drag and drop the module to place them in the right order.
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Click Save.
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Publish the module, report, subtab, and tab.
Tips and best practices
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The primary Unit field must be set on a record to ensure the widget loads properly (either always set Unit ID (
e_unitid) or ensure another primary unit field is selected in the survey importer). -
For anonymous surveys, ensure that the survey has a value for Unit ID so that the widget loads properly. This value must either be set on a page that is presented to the survey taker before the widget or passed as a parameter. Verify that Unit ID is getting the right value by opening the survey on a browser manually adding
debug=specto the URL.
