Getting started

Digital is included with a company's instance of Medallia Experience Cloud. Single Sign-On (SSO) between Medallia Experience Cloud and Digital is based on an email address; if a 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 require 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.

Users set up with Digital capabilities and that have access to Medallia Admin Suite see the Digital tile on the Admin Home screen. To open the Digital Command Center click this tile.

To see the Digital tile on the Admin Home screen, the 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 your website using Digital, you must embed code that references the property. The embed code is unique to the property and is available from the Digital Command Center. Once the token is added to the website, the experience program can be modified by the administrator without further changes required from the development team. For more information, see Embedding Digital code on a website.

To get started with collecting feedback once Digital is integrated into your website you need to have some survey forms ready to trigger. Administrators use the Digital Command Center to manage the experience program's feedback collection.

Preparing surveys overview

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 with your experience program.
  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.