Getting started

Digital Feedback is tightly integrated with a company's instance of Medallia Experience Cloud and feedback flows in as a signal. Manage the Digital Feedback program using the Digital Command Center, which is the main focus of this documentation.

Access the Digital Command Center from the Medallia Admin Suite. At the top right, click the user name and under Admin select Admin Suite. On the Admin Home screen, under Additional Signals, users with the appropriate Digital capabilities see the Digital tile.

The Digital tile in Medallia Experience Cloud.

Click the Digital tile to open the Digital Command Center.

To access the Digital Command Center, Single Sign-On (SSO) between Medallia Experience Cloud and Digital is based on email address. If the current logged in user is not registered with an email address in Medallia Experience Cloud, SSO between Medallia Experience Cloud and Digital does not work.

Note: Earlier versions of Digital required that you log in using an email address and password that you registered with or that you received from your account administrator. See your Medallia expert for additional information.

To see the Digital tile on the Admin Home screen, the currently logged in user must have the Digital Admin permission assigned at the role level and the role with the Digital Admin permission must be the primary role. For instances with active role enabled, the Digital tile appears based on the active role.

To collect feedback from a website using Digital, you embed a simple HTML tag, which is unique to the property and available from the Digital Command Center. Once the embed code is added to the website, the feedback program can be managed without further changes required to the website. For more information, see Embedding Digital code on a website. Alternatively, use the Digital Browser extension to embed Digital in third-party SaaS tools where embedding HTML isn't practical.

Preparing surveys overview

To get started with collecting feedback once Digital is integrated into your website you need to have some survey forms ready to trigger.

The main steps of preparing to use Digital to collect feedback are:

  1. Choose the type of survey trigger that you want to integrate into your website. The type of trigger influences some of the options available, such as targeting, but doesn't impact the following steps.
  2. Create or edit a survey form with this type of trigger. Digital includes a wide range of components to collect feedback.
  3. Preview the survey to verify it with your team before publishing.
  4. Retrieve the survey's form ID, for example from the list survey view. The development team add the form ID to the website. Before the survey is published, it isn't visible in the website.
  5. Choose who receives the survey using Digital's targeting options available for the type of trigger being used.
  6. When it's time, publish the survey using the toggle. At this point any website integrating Digital can trigger the survey based on its form ID.