Source URLs

Each available social source requires you to provide specific URLs for Social Feedback to retrieve the feedback data from. URLs are the web addresses from a particular source that contain the social feedback you want to collect associated to particular unit.

Important: URLs added under the Unit data field do not automatically appear in Social. Follow the instructions below to add URLs in Social.

To configure a Source URL, you must go through Social sources and units screen first.

Source URLs step in Social Feedback

Bulk upload

To simultaneously add several URLs and associate them to units, take into account that:

  • Only one file can be uploaded and processed at a time.

  • Only URLs from Customer Review sources are supported.

  • Only new URLs that have not been tied to a unit can be added in bulk. Existing URLs already assigned to a unit are not updated.

  • Every URL must be tied to a single unit.

  • URLs in the file to upload must be unique.

  • Units must exist in the Social Media server.

  • The Social Sources Management module must have Enable URLs bulk upload property selected. For more information, see URLs Bulk upload properties.

  1. Click Assign URLs and select Bulk Upload.

  2. Click Download this file to see an example of how to structure the data in the file. The export may take several minutes. During that time, you can monitor the export progress by clicking the Social Feedback Exports badge on the left navigation bar. When the export is ready to download, click Download to download the export copy or Cancel.

  3. Prepare your CSV file. When done, drag it or click Browse files to upload it from your local device.

  4. Click Upload. Depending on the file size, processing may take a while; confirm you want to start processing by clicking Yes.

  5. At the top of the screen, on the information banner, click Review changes.

  6. Based on the review results, click either Discard changes or Update URLs. Select Download the detailed processing report for a complete analysis.

    Review changes shows the Social sources, URLs, and possible Errors when uploading a file.

    If updating URLs, processing may take a while; confirm you want to start processing by clicking Yes.

Note that you still need to authorize the URLs to collect feedback. For more information, see Authorize a URL and Authorize URLs in bulk.

Automatic discovery

During Automatic discovery, Medallia Social Feedback automatically finds the web addresses (URLs) of the social media sites (sources) for each unit and associates them with the appropriate canonical property.

Initially, the names and URLs for each canonical property are sent to the Google Search API (or Google Places API for Google locations if no URLs are provided), which attempts to identify the relevant social source for each unit. Source discovery triggers automatically, with a given threshold based on source priority.

For more information, see Source discovery .

Follow these steps to run the Automatic discovery:

  1. Click Assign URLs and select Automatic discovery.

  2. Select the Data fields (u_field) that contains the Unit name that matches the location name that appears in Google Maps. This is only needed in case you need to refer to a different Unit field for the real Google Maps location name so that we can unequivocally find the correct location.

    Important: The selected Data field only impacts the current discovery process and does not updates the field selected in Units.

  3. Enter the email address to notify when the discovery finishes.

    Run discovery dialog

  4. Click Run discovery.

  5. At the top of the screen, on the information banner, click Review changes.

  6. Based on the review results, click either Discard changes or Update URLs. Select Download the detailed processing report for a complete analysis.

    Review changes shows the Social Sources, New URLs, and possible Errors when running the automatic discovery

    If updating URLs, processing may take a while; confirm you want to start processing by clicking Yes.

Restriction: Do not make any configuration changes while running Automatic discovery. Note that this also impacts the configuration of Social Sources Management module.