Medallia Experience Cloud Spring 2022.2 (e681) release notes

Released starting 28 June 2022

Notices

Changes that affect functionality.

SFTP

Warning: Medallia is consolidating our SFTP storage layer into a single, scalable platform that can account for increased signal volume and sizing from our clients. All legacy SFTP servers are now deprecated and will be obsolete after October 31, 2022. Clients, partners, and administrators must migrate to the new SFTP layer or to a third-party SFTP server before that date.

This change will affect legacy SFTP servers whose names begin with "ftp1.", "mft." and "mft1.". The new SFTP servers names all begin with "filestash."

This change will affect existing exports and feed pulls. User names and SSH keys will remain the same. Passwords, however, cannot be migrated due to security constraints. If your program uses one of the legacy SFTP severs, it will need to be migrated to the new storage layer. For assistance, please contact your Medallia servicing contact or to Medallia Support via https://help.medallia.com.

Static files hosted in Medallia's AWS S3 bucket

Warning: Beginning 31 July 2022, Medallia will no longer host client-files in its AWS S3 bucket. All access to existing files stored in the bucket wil be terminated. Medallia recommends companies either host the files themselves, or use some public storage system like Amazon AWS S3 buckets or DropBox storage.

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 will be deprecated after July 31, 2024. Clients, partners, and administrators must migrate usage to Query API by that date. For more information, contact your Medallia expert.

Apple device privacy

Important: Beginning in the second half of 2021, Apple devices now include advanced privacy protections that — while not affecting the ability to collect feedback — can affect some Medallia Experience Cloud features by masking or obfuscating IP addresses, hiding email addresses, and preventing tracking features used to determine email open and bounce statistics, and disabling detailed geolocation reporting. For detailed information from Apple, see Apple advances its privacy leadership with iOS 15, iPadOS 15, macOS Monterey, and watchOS 8.

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.
  • For Internet Explorer, font download is enabled. On IE, select Tools > Internet Options > Security > Custom Level > Downloads > Font Download > Enable.
  • A PDF viewer (to view exported PDFs).
  • Microsoft Excel (to view exported Excel files).
Restriction: Beginning with this release, Medallia Experience Cloud no longer supports Microsoft Internet Explorer 11.

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

Admin Suite

  • Translations have been improved:

    • Admins can now search using field IDs and field keys instead of always having to use the name/text field.
    • A catch-all category is to easily search strings where you are not sure of the asset it belongs to.
    • Field ID, key, and description are now shown alongside strings to differentiate similarly worded strings.
  • Importers:

    • Admins can now duplicate an existing importer to leverage work already done. Duplicate importers include all the code from the original importer, including the import history.
    • The Importer interface now shows a blank row when adding an additional row.

Integrations

  • A new connector with NICE inContact contact centers imports the email transcripts between agents and customers for analysis.

  • You can now filter capabilities on Nice in Contact and Genesys connectors for each desired language to support.

Survey emails

  • Email respondents opting-out of surveys now must manually confirm that they want to opt-out of future surveys. This feature prevents email link scanners from automatically opting out when invite emails are scanned. The unsubscribe feature is not affected by this change.

Medallia Web

  • Medallia's standard font has been updated from Gotham to Nunito. Nunito provides increased scalability and readability, and consumes slightly less vertical space than Gotham. In the case that your device or browser does not support Nunito (uncommon), you will be defaulted to a sans-serif font that has been tested to work well within Medallia's design parameters. If you use a font override in any custom HTML within your Medallia Experience Cloud implementation, it will not be impacted by this change.

Reporting

  • Reports have these improvements:

    • Ability to flip the Y-axis in Metric Comparison and Segment Distribution over Time
    • Ability to implement sticky row headers in MAX tables (except Ranking tables and Text Analytics tables).
    • Configurable data labels on column charts for Scores Over Time, Score by Segment Over Time, Module Builder, Benchmark Over Time, and Health Check.
    • Dashboard Ranking — new configuration to default sorting by any column
    • New configuration to allow Y-axis auto scale in Max modules.
    • Module Builder — option to hide unanswered groups dropdown on Line Visualization.
  • Reporting improvements:

    • Big Number:

      • Updated default BigNumber async query cache interval to 1h from its current 8h value
      • Updated BigNumber query to support includeAdHoc
      • Updated BigNumber query to use a delta column instead of calculating the delta on the front-end
      • Migrated BigNumber module excel export to export service
    • Dial:

      • Refactor Dial to separate metric label from id logic
      • Remove outdated DistributionTable code and use only AggregateTable
      • hasBuckets logic should respect buckets with zero value
      • Migrated Dial module excel export to export service
      • Migrated Dial w/ Dynamic Goal module excel export to export service
    • Grouped Dials:

      • Migrated Grouped Dial aggregateRank query to use aggregateRankList
      • Migrated Grouped Dial module excel export to export service
    • Segment Distribution Over Time:

      • Added cache interval control to Advanced Settings module config
      • Converted SegmentDistribution queries to async
      • Converted getSegmentDistributionAverage query to async
    • Scores over Time:

      • Updated query to use having clauses for hideEmptyColumns
      • Migrate distribution view "show benchmark by time slice" query to query API
      • Add async support for distribution view "show benchmark by time slice" query
      • Migrate ask now metadata query to query API
    • Score by Segments Over Time:

      • Migrated Score by Segments Over Time module excel export to export service
    • Score by Segments Snapshot:

      • Migrated Score by Segments Snapshot module excel export to export service
    • Score by Segments Over Time/Snapshot :

      • Updated Score by Segments Over Time query to use a delta column instead of calculating the delta on the FE
    • Metric Comparison:

      • Added cache interval control to Advanced Settings config
      • Converted getMetricComparison to async
  • Reporting is now available for Action Plans! Action Impact metrics can be part of any Experience Cloud dashboard with the following modules:

    • Big Number
    • Module Builder
    • Scores Over Time
    • Dashboard Ranker
    • Segment Distribution Over Time
    • Segment Distribution Snapshot

Security

  • Sensitive Data processing has these improvements:

    • During processing historical data are not entirely masked until processing completes; however, new incoming data are entirely masked.
    • Added a message that Sensitive Data processing is pending for new records that are entirely masked until processing completes.
    • Decoupled these Reporting Permissions: View Sensitive Data and Edit Sensitive Data.
    • Added a Tagged Date column to Export of Tagged Sensitive Data Report to support auditing of rules and edits.
    • Removed K-fields from the comment field selection modal for Sensitive Data processing.
    • Changed default selection in the comment field selection from ALL comment fields to NO comment fields.
    • Added masking support for Speech records.

Social

  • Medallia Social now supports real-time retrieval of the comments from Linkedin posts as well as the mentions your company receives, to continue protecting your Brand reputation across the most important social networks. You can also respond to them directly from Medallia Experience Cloud.

Text Analytics

  • TA Summary has a new visualization type: "Column" allows reporting users to compare two different metrics. Note: The metric list displayed is based on the "Metrics to display" configured for the module in Report Builder.

  • Added AWS Translate as a Translation service (in addition to existing Systran and Google options). AWS Translate is a cloud-based online service that is FedRamp High GDPR compliant, and offers 75+ languages for translations. AWS translate is at par with Google for translation quality and much higher as compared to Systran. This service is available for both GovCloud and non GovCloud instances. For more information about AWS Translate, see https://aws.amazon.com/translate/faqs/.

  • Topic Builder in Admin Suite now supports event-driven analytics to increase precision in rule creation by identifying interactions where topics are mentioned at a specific moment, with preview at the moment of building compound topics.