Medallia Admin Suite
About Medallia Admin Suite
Medallia Admin Suite is a collection of configuration aids and tools that enable company administrators to manage their own administration tasks, such as building and modifying reports, updating surveys, and exporting data.
Access Admin Suite
To use Admin Suite, roles need one or more of permissions listed in Administrative permissions.
To launch Admin Suite, click your user name in the upper-right corner of Medallia Experience Cloud, expand the Admin menu, and then click Admin suite.
This opens the Admin Suite home screen, which provides access to all of the self-service configuration tools available in Admin Suite.
Admin Suite home
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Signal capture — Capture the most important experience signals from your customers and employees by obtaining direct feedback. This section includes:
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Experience Programs — Experience programs collect feedback to embed any experience across the entire organization. They can include multiple surveys, emails, designs, and reports to measure different interactions on an ongoing basis. For more information, see Experience programs.
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Ad Hoc Surveys — Ad Hoc surveys are one-off surveys to collect some particular feedback about a predefined audience. They are casual, general-purpose programs, usually time-bound and low foresight. For more information, see Ad Hoc surveys.
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Ask Now — Adds up to five temporary survey questions to existing surveys so that you can obtain feedback about new ideas quickly. For more information, see Ask Now.
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Shared Assets — Shared assets include surveys, emails, designs, and fields used to collect direct feedback through Experience programs and Ad Hoc surveys. For more information, see Shared assets.
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Translations — Translate emails, surveys, reports, and comments from English to as many languages as your company needs. For more information, see Translations.
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Integrations — Identify survey records and fields to download or deliver in a file. Each file includes the records that meet filter and time period criteria, and each record includes only specified fields. Formatting options allow you to customize the file name and some of the data. For more information, see Integrations.
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Additional signals — Individuals interact with you through many channels. Capture a rich set of experience signals across the widest range of engagement solutions. This section contains:
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Digital — Digital Feedback gathers in-the-moment feedback on a website or application and provides internal users with the ability to target specific individuals, understand experience issues or opportunities, compare across digital properties, and dynamically adjust feedback collection in real-time. For more information, see Digital Web and Digital In-app.
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Medallia Conversations — Medallia Conversations allows companies to engage customers and employees to provide in-the-moment feedback through SMS and popular messaging apps, going beyond traditional, survey-based customer experience feedback. For more information, see Medallia Conversations.
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Medallia Video — Medallia Video collects audio and video feedback to capture audiovisual signals to gain better insights about your customers and employees. Manage your video and audio libraries and channels. For more information, see Medallia Video.
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Benchmarks — Benchmarks automate the data collection process to understand how your company's performance compares against others. For more information, see Benchmarks.
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Social — Collects public feedback from several social sites and con. For more information, see Social media.
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Digital Experience Analytics — Digital Experience Analytics scores every online customer experience to expose what's really happening on your website or mobile app and provides the most advanced tools available to understand why. For more information, see Digital Experience Analytics.
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Analysis and prediction — Analysis and prediction provides powerful tools for managing the analysis of signals, revealing insights, and getting suggested actions to improve your experience management. This includes:
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Text Analytics — Create and manage the topics used by Medallia Text Analytics. For more information, see Text Analytics.
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Profiles — Manage customer profiles, which are collections of information about individual customers. While traditional reports provide aggregated data across multiple customers, customer profiles provide a look at data and trends for individual people that have interacted with your company. For more information, see Customer Profiles.
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Take action — This section enables you to administer reports and automations, revealing actionable insights. Take action includes:
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Reporting — Create and modify the reports used by the people in your organization. You decide what data is in the report, how it is presented, and who can see it. You also fully control the tabs and subtabs containing reports, so you can organize the reporting application to best suit your users. For more information, see Reporting.
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Automations — Manage the forms that enable users to capture additional information about customers and employees, their issues, and their interactions. For more information, see Alerts and Case Forms.
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Mobile — Manage Medallia Mobile, Medallia Voices, and Medallia Voices TV. For more information, see Medallia Mobile, Medallia Voices, and Medallia Voices TV.
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Administration tools — This section provides administrative tools you need to keep your organization in sync with Medallia and ensure every experiences are running smoothly. Administration tools include:
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Organization — Manage who can access Medallia and what permissions they have while signed in and manage organizations through Units and Unit groups. For more information, see Organization management.
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Sensitive Data — Manage the rules for hiding sensitive and personal data from unauthorized users. For more information, see Sensitive data.
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Sandboxes — Sandboxes are instances of Experience Cloud used for building and testing new configurations. Changes sets are collections of configuration changes that make it easier to move development work from sandboxes to the production instance. For more information, see Sandboxes.
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Apps — Sets of configurations that you can add to Experience Cloud, reducing the time required to launch a program or feature. After an app is installed, the configured components appear in your environment, and are available to edit. For more information, see Apps.
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Watch this video to learn about Admin Suite:
Medallia Assistant
Medallia Assistant is an AI-powered chatbot that answers questions using Medallia documentation and Knowledge base articles. Users with Do-Anything permission can use the assistant to troubleshoot and get help in context without leaving Admin Suite.
Click the generative AI icon at the bottom of the screen to open the Medallia Assistant window. Type a question in the text box and click the arrow to submit. The Medallia Assistant provides detailed answers with links to sources in the help.
Medallia Assistant becomes available in Admin Suite only after the feature flag is activated.
Live view
Some areas of Admin Suite include a Live View option that enables you to toggle the view between the administrative view, which shows everything configured in that area, and the live view, which shows only what has been published for users to see. For example, this image shows the Live View property in the Web Navigation screen of Reports:
Use Live view to see the differences between what your users see now, and what is in progress.
