Medallia Experience Cloud Fall 2023.2 (e686) release notes

Released starting 5 Sep 2023

Notices

Changes that affect functionality.

Auto Importer and passwords

Warning: It is possible to update user-account passwords through Auto Importer. This feature may be deprecated in a future release. If your company requires this feature, contact your Medallia representative to have them validate the requirement with the Medallia Security Engineering and Trust Assurance group teams.

Medallia MQL API

Warning: The Medallia MQL API is deprecated and will no longer be available after July 31, 2024. Clients, partners, and administrators must migrate usage to Query API by that date. For more information, contact your Medallia expert.

Exports using string templates is deprecated

Restriction: As of the Summer 2023 release, the ability to set up exports using string templates is deprecated. Customers that had string template exports prior to Summer 2023 may continue to use those exports, and they will also still be able to set up new ones using string templates. If you require the use of string templates, please submit a feature activation request so that Medallia teams can validate the use of this now deprecated feature.

Tableau connector and export End of Life Notice

Warning: As of the Summer 2023 release, Medallia has begun the End-of-Life (EOL) process for the Tableau Web Data Connector, which enables Exporting reports to Tableau. This is due to Tableau's recent announcement that the Web Data Connector is deprecated and will be sunset in 2024. For complete information see Tableau Connector End of Life Notice.

System Requirements

Medallia Web requirements

  • Operating system — Mac OS or Windows supported versions.

  • Screen resolution — 1280 x 1024 minimum.

  • Supported browsers — Edge, Firefox 27+, Chrome 30+, and Safari 9+. For the best experience, Medallia recommends that you use the most recent version of your preferred browser.

  • JavaScript is enabled.

  • A PDF viewer (to view exported PDFs).

  • Microsoft Excel (to view exported Excel files).

Restriction: Medallia Experience Cloud no longer supports Microsoft Internet Explorer.

Mobile apps

Generally mobile applications support the three most recent major versions of iOS and Android. For the best experience, use the most recent version available. See the Mobile release notes for the mobile applications for the requirements for specific releases.

Survey taking requirements

Experience Cloud surveys supports these browsers only:
  • Edge.

  • Firefox 27+.

  • Chrome 30+.

  • Safari 9+.

Older versions of those browsers may have the capabilities of displaying surveys; however, they are not officially supported.

Release Highlights

Total Experience Profiles

  • The simplified and seamless Total Experience (TX) Profiles setup in Admin Suite now empowers admins to effortlessly manage Contact fields with ease, thereby reducing the reliance on external support. With an improved, more intuitive UI and messaging validations, you can easily manage creation and update of Profile Mapping, Identity, Personal data identification, and Indexed status.

Integrations

  • Import API Introspection: New API endpoints enable API users to discover available APIs to import data into Experience Cloud, along with understanding the input data requirements to feed data into a specific endpoint.

Medallia Web

  • Drive consistency and quicker Action plan creation with templates.

    Important: This feature is available upon request. Ask your Medallia expert to file a Feature activation request with Medallia Support.
  • Reporting users can now assign alerts to themselves with just one click. The Reporting permission Assign Alerts now offers reporting users two options: Assign to me or Reassign Alert. Previously it was only possible to Reassign Alert and select themselves if they wanted to assign to themselves.

Reporting

  • Updates to enable the transfer behavior between linked reports:

    • Added support for Dial and Big Number modules: When these modules have a linked report set up and the Question or Score filter is configured on the linked destination dashboard, it automatically filters to the score field the user clicked on in the originating Dial or Big Number module.

    • In the Scores Over Time module, a new Enable Score Filter Override checkbox has been added to the Metrics section.

      • When Use default for Metrics has been configured, then also enabling this control allows the Scores Over Time module to be filtered by a user's selection in the Question or Score filter.

      • When this checkbox is disabled, the Scores Over Time module continues to display all of the metrics available to the role within their Question or Score filter instead of the user's singular selection.

    • Note that Reporting Calculated fields (R-fields) cannot able be added to a role's Question or Score filter.

  • Reporting updates were made to the UI/display of linked reports that open in a Side panel:

    • Linked reports that open in a side panel automatically open in the expanded width.

    • The Control panel displays all filters that have been set on the dashboard

    • Minor accessibility and text alignment improvements.

  • Reporting users can now Assign alerts to themselves by just one click. The Reporting permission Assign Alerts now offers reporting users two options: Assign to me or Reassign Alert. Previously it was only possible to Reassign Alert and select themselves if they wanted to assign to themselves.

  • New Data filter control on Data section on the Report editor to be used on the records shown on the module itself. The filters configured with this option cannot be overwritten by any selection on the control panel by the reporting user. There are two options:

    • Basic Data filter — it works with AND operators only. The filtering criteria will be transferred to click-through reports, if configured. Note this is only available for the new Report editor.

    • Advanced Data filter — it can be configured with more Boolean operators. Configured filters will not apply to linked targets. This is available for the new and legacy Report editor.

    Important: This feature is available upon request. Ask your Medallia expert to file a Feature activation request with Medallia Support.
  • Scores Over Time now has the following enhancements:

    • New Report editor control for admins to allow reporting users to sort by any column.

    • New Report editor control for admins to select default column to sort on.

    • Column Chart renamed to Bar Chart for consistency and labels unification.

Sandboxes

  • Admins can now set sandboxes to "hibernate", which will do it automatically after 30 days of no logins. All data and configuration is saved, and admins can "wake up" the sandbox as needed.

Surveys

  • : Survey engagement tracking statistics such as survey start time, browser identification, and whether the survey was opened is now tracked after the survey application has finished loading on the survey taker's browser. This is a change from prior releases where statistics were tracked when the initial survey page request was received by Medallia's servers, such as when an answer option was selected from the survey taker's email (using Quick Start). This change was made to address the increase in email link scanners which caused a number of false positive statistics. Clients may see a shift in statistics going forward, with the newer statistics reflecting a more accurate picture of engagement

Text Analytics

  • The Topic List in Admin Suite now has more filtering capabilities and a summary panel for surfacing topic details in the Topic List.