MEC and Mindful Feedback integration guide
Integrate MEC and Feedback for post-interaction IVR surveys.
The integration between Mindful Feedback and MEC enables post-interaction IVR surveys for contact centers using MEC. Designated surveys that are completed in Feedback are passed to MEC to include in reporting dashboards and workflows.
When enabled, the integration introduces a new Signal type into your MEC organization for post-call IVR surveys.
Overview
This guide covers the following topics:
Definitions and data flow
Supported question types and channels
MEC and Mindful Feedback configuration
Reports and troubleshooting
MEC data fields
Definitions and data flow
Definitions
In some places, Mindful Feedback and MEC use different terms for the same concept. Refer to this section for definitions.
MEC Term | Mindful Feedback Term | Definition |
---|---|---|
Survey | Survey | Configuration representing a series of questions that are intended to be answered by multiple respondents |
Survey | Interaction | A set of responses given by a respondent |
Alternative Sets (Alt-Sets) | N/A — (Defined under Advanced Settings at the question level within each survey) | Definition of valid and permitted responses to a given question within a survey |
Alternative (member of an Alt Set) | N/A — (Defined under Advanced Settings at the question level within each survey) | An individual valid response |
Unit | Agent | The individual within the contact center that handled the interaction that resulted in a survey being taken |
Job | Batch | A submission of multiple survey response records sent from Mindful Feedback to MEC via Asynchronous Bulk Ingestion (ABI) API endpoints |
Integration flow
The following diagram shows how data flows between Mindful Feedback and MEC:
A respondent completes a Mindful Feedback survey.
Every minute, Mindful Feedback checks for new survey responses that need to be sent to MEC.
Mindful Feedback sends survey responses to MEC's ABI API in batches of up to 100 per minute.
If more than 100 responses need to be sent, the additional responses are delayed until the next minute and sent in a new batch.
MEC's ABI API receives the batch and queues the responses for processing.
Every minute, Mindful Feedback queries the MEC Job Status API for the batch status.
The Job Status API reports the batch as pending until all records have been processed.
Once the API provides a status update, Mindful Feedback iterates through each record to determine whether it was successfully processed.
The Mindful Feedback MEC Ingestions page updates based on the batch processing results.
Any failed records in a completed batch are added to a new batch for the next processing cycle.
Each record can be retried up to three times, including the initial attempt.
Supported question types and channels
Question types
The following question types are supported in the integration:
Mindful Feedback Question Type | MEC Attributes | Notes |
---|---|---|
Number |
| Min = 0 Max = 100 |
Text/Record |
| For survey responses received via IVR, this includes the transcription of the spoken feedback left by survey taker. For survey responses received via IVR, a link to the only or last customer recording is also included in For survey responses received via other channels, this includes the written feedback left by the survey taker. Note: The e_signal_channel field is populated with the channel through which the survey response was taken. |
Yes/No |
| Sequence number 1 = Yes Sequence number 2 = No |
Net Promoter Score |
| Sequence number 0 = 0 … Sequence number 10 = 10 |
Multiple Choice | N/A | Multiple Choice question types in Mindful Feedback will be supported in a later release. |
Prompt Only | N/A | Prompt Only questions are not actually questions. They are used to provide written or spoken information or instructions during the survey response flow, but no input is elicited from the survey taker. No data is sent to MEC for this question type. |
Channels
Mindful Feedback supports surveys across multiple channels, including inbound and outbound voice (IVR), SMS, email, chat, and web. While the primary use case for Mindful Feedback integrated with MEC is IVR, the Send to MEC event supports survey responses in all support channels.
MEC and Feedback configuration
To configure the integration, some work is required from an Admin user, and other steps must be performed by the Medallia team. The following steps detail exactly what to configure in the UI and when to engage with the Medallia team for back-end configuration.
Work with the Medallia team to enable the integration. When you are ready, an integration engineer will configure the connection points between your Mindful Feedback and MEC organizations.
This step must be completed before you will see the "Send to MEC" survey event in the next step.
Create a Mindful Feedback survey or edit an existing survey to add the following configuration:
Configure any questions, triggers, and events needed for the survey in general, using Managing surveys as a guide.
Add a wrap-up trigger with the following configuration:
Trigger type — "Always Trigger"
Event type — "Send to MEC"
Note: Feedback does not support shared or common questions across surveys. Even if the same question appears in multiple surveys, each question is treated as unique and will be represented as such in the data passed to MEC.Click Update to save the changes to the survey.
You should now see an MEC Field Name field in the Advanced Settings section for each question. When a survey is enabled to send data to MEC, a corresponding Q Field will be generated in MEC for each question in that survey. Responses to each question in the survey will be stored in the corresponding Q Field. The MEC Field Name will be automatically populated with the name of the corresponding Q Field.
Note: The format of the Q Field name is q_<tenant name for MEC instance>_<question ID>_<question type>_<client UUID>
Troubleshooting
You can review basic information about the integration's performance on the MEC Ingestions page in the Feedback UI (under the "Settings" heading).
The Date Range and Survey filters near the top of the page control which batches will be shown.
You can see the success rate of all batches that meet the filter criteria and view the status of each batch. You can also see the total number of records sent to MEC, the success rate, and how many records failed.
If your success rate drops, or if you see "partially failed" or "failed" in the Status column, it could indicate an issue for troubleshooting. When troubleshooting, the Mindful Support team may ask for the Batch ID and Survey ID (which can be found in the table) of any affected interactions.
Individual Mindful Feedback interactions are processed in batches containing up to 100 interactions, and Mindful Feedback checks once per minute for new interactions to send to MEC. After receiving confirmation from MEC that a batch was accepted, Mindful Feedback checks the status of each interaction in the batch individually. Any interactions that have not been fully processed will be added to a new batch, and this process will repeat until three attempts have been made.
MEC data fields
The following data fields in MEC are used for the integration:
- Individual Q Field entries for survey questions
- The Q Fields generated by the integration will each contain the transcript of the response to the associated question.
- e_ivr_program_id
- The Mindful Feedback Survey ID
- e_ivr_program_name
- The Feedback Survey Name
- e_ivr_source_ticket_url
- The URL of the Feedback interaction
- e_invitationdate
- The scheduled_at timestamp from Feedback
- e_responsedate
- The Feedback completion time
- e_ivr_source_conversation_id
- The original ID (from the ACD / CCaaS platform) for the call that initiated the survey
- e_ivr_cc_agent_unit
- The identifier of the agent who fielded the call that led to the survey
- e_ivr_initial_queue_name_auto
- The name of the initial call type (queue) through which the originating call was received
- e_ivr_final_queue_name_auto
- The name of the final call type (queue) through which the originating call was received
- e_invitation_locale
- The value of preferred_interaction_language in Mindful Feedback
- e_phone
- The phone number of the survey respondent
- e_ivr_audio_feedback_link_url
- A link to any recording for an open-feedback question — if there are multiple open-feedback recordings in a survey response, this contains the link to the last open feedback recording
- e_medallia_product
- Contains the value “Mindful Feedback” to indicate the Medallia product
- e_signal_source
- Contains the value “Mindful Feedback” to indicate the MEC signal source
- e_signal_type
- Contains the value “Survey” to indicate the MEC signal type
- e_signal_channel
- The name of the channel the survey taker used in Mindful Feedback (one of “web”, “websms”, “sms”, “email”, “outbound”, or “inbound”)
- a_survey_language
- Contains the value of respondent_language from Mindful Feedback