Custom Rival lists in previous report versions

When using legacy reports, Custom Rival management has certain limitations when creating Custom Rival lists and adding rivals to them. Additionally, it does not leverage Google Places API which restricts the possibility of freely adding any rival listed in Google.

Create and manage custom rival list

To create a custom rival list:

  1. Select the report tab that allows you to manage your Rival lists — often called Social Rivals or Competitor Management.

  2. Click on the Rival Lists or Competitor Lists subtab and select a property.

  3. Click Create a New List.

    The button is above the rival lists, on the left side of the screen.

  4. Give the list a name.

    In this example, the list is named My Custom List.

  5. Click the subtab All Potential Rivals.

  6. Click the Add button to add rival properties to the list. For Rivals not listed under All Potential Rivals, use the search to add them to the list. If the search does not return the rival properties you are looking for, see Add new Rivals to custom list below.

    Search for properties and add them to the list.

Add new Rivals to custom rival lists

Depending on the company industry, there are two ways of adding new Rivals when they do not exist in the All Potential Rivals list.

  • For companies in the hospitality (hotels only) industry:

    Contact Medallia Support requesting STR to add this rival to their database. The entry takes a few days to be added into Medallia Experience Cloud.

  • For companies in any other industry:

    Contact Medallia Support requesting the Social Data operations team to add the rivals for you. Make the subject of this ticket New Social Rivals and attach a spreadsheet with the following columns including information for each missing rival:

    • Location name.

    • Location brand name.

    • Location address.

    • Location city.

    • Location state (for U.S. and Canada only).

    • Location zip code.

    • Location country.

    • Location Google Place ID.

    • Location latitude.

    • Location longitude.

This example shows a spreadsheet that contains the information detailed previously for the location called Serenity Hotel, for the Serenity brand.

The Social Rivals Bulk Upload spreadsheet includes the columns: Location_Name, Location_Brand_Name, Location_Address, Location_City, Location_State, Location_Zip_Code, Location_Country, Location_Google_Place_ID, Location_Latitude, Location_Longitude. It has one record/row inserted with values for each column.

Restriction: Only XLS, XLSX, and CSV file formats are supported.