Medallia Digital in Setup

Restriction: This feature is inactive by default. Ask your Medallia expert to file a Feature activation request with Medallia Support.

Digital is included with a company's instance of Medallia Experience Cloud and feedback flows in as a signal. Each instance has its own, specific fields, alternative sets and digital forms.

When this integration is enabled, every form — save from Digital Admin — creates or updates fields and reports on Experience Cloud. Use the screens in the Digital menu to track them.

Important: This screen does not show existing forms unless you save them again after the feature is activated.

Base screen

This screen shows the list of E-fields that are part of the Digital BPP.

Properties

Form fields

The form field defined in the Digital BPP: Digital Survey (e_bp_digital_survey_alt).

Unit data fields

The unit field defined in the Digital BPP. It is usually: Digital Property (e_bp_digital_unit).

Metadata fields

List of Experience Cloud E-fields to which the data returned by Digital are mapped.

Metadata integrations fields

List of Experience Cloud E-fields with information returned when the session recording integration or screen capture tool is enabled in Digital.

Dashboard field overrides

Medallia’s platform allows for easy unification of all feedback across Digital properties in one intuitive dashboard.

The E-fields defined in this section are meant for reporting, and filtering, not only for viewing. They are available to be filtered by on every report generated by Digital which Medallia generates for each form.

Restriction: These fields should be defined as Autoindexed text fields; otherwise the sync will fail.

For information about segment filters, see Filter types in control panels.

Last synced

Date and time the report was last updated. This screen syncs whenever the user clicks Save on the form on the Digital Admin screen.

Property units screen

Properties in Digital are mapped to units in Medallia Experience Cloud. This screen only shows the properties for which forms are saved.

Consider the following scenario with three forms: A, B, and C. Forms A and B are associated with property 1, while form C is linked to property 2. If you activate the feature flag and then save from form A, only form A will be displayed on the Forms screen. Additionally, property 1 will be the only property listed on the Property units screen.

Forms screen

This screen shows the list of Digital forms, and the fields and reports for each form, categorized by property and unit.

Click on each form on the side panel on the left of the screen to see its fields and common reporting modules.

Properties

Form Id: The form ID of each survey. This ID is is static and cannot be modified, and is used to identify a single survey and is unique to a property.
Form name: Survey name.
Form AltSet: This screen shows the alternative set for the form defined in the Digital BPP. Every time a user saves a new form in Digital, one more item is added to this alternative set.
Fields: Q-fields used for each form. The list shows label, type, field name, custom report and dashboard module for each field.
Common reporting modules: List of common reporting modules impacted by the form categorized by type.
Last synced: Date and time the report was last updated. This screen syncs whenever the user clicks Save on the form on the Digital Admin screen.
Last sync details: Information about the dashboards and reports that were updated during the last synchronization.