Custom Rival lists

Custom Rival lists, or Custom Competitor lists, are a custom type of Rival list that manages rivals to compare against the right competitors and capture key feedback when monitoring social sources.

Custom Rival lists are made up of rivals (or competitors), which are locations that exist in Google that you can search and add when creating Custom Rival lists by Unit, or brands that exist in the Social Media server that can be used to compare with at a Category level when creating Custom Rivals list by Brand.

By selecting a unit or brand, you can:
  • Create different Custom Rival lists to group rivals connected to the same unit or category.
  • Search, find, and add new rivals, no matter the industry they belong to.
  • Modify and remove rivals.

Social Feedback automatically obtains the rival location information and social sources URLs, and updates any changes on their names or addresses. All reviews for rival information collected from each of the different social sources are shown on Rival reports. Each rival report can contain information from one or more Rival lists, which are configured in Admin Suite Reports.

A Custom list called List 1 for Albuquerque Branch unit has two rivals.

Tip: If any location also has STR Rival lists and Nearby Rivals lists enabled, those lists automatically appear under Competitor lists.

Create Custom Rival lists

There are two ways of creating Custom rival lists:

  • By Unit — This associates each rival with the selected unit. Rivals are locations that appear in Google and need to be added individually.

  • By Brand — This associates each rival to a category, which must be set in the Unit group to work properly. Brands are stored the in Social Media server and requires configuring them in the Social Feedback screen.

Toggle between By unit and By brand to see both types of Custom rival lists.

Create a Custom Rival list by unit

  1. Select the report tab that contains the Custom Rival lists — such as Social Media.

  2. Click on the report subtab, such as Rival Lists, and select the unit you want to create the Rival list for.

    Select a unit, enter the list name, and click 'Create'.

  3. Give the list a name and click Create.

  4. To look for rivals, enter the name and location of the rival unit you would like to add. Click +Add to add them to the list.

    Note that the rival distance can be shown in miles or kilometers depending on how the unit is configured.

    Enter the rival name to search on the search box and then click ''Add" to add it to the rival list.

    Important: Medallia Social Feedback leverages Google Places API to return results that match what you entered in, therefore the rival location must be listed in Google Places to add it to the rival list. If the search does not return accurate results, refine it by adding more location details.

  5. To create another Rival list, click Add icon. Add next to the existing Rival list name. Give it a name and click Save. Follow the steps above to add new Rivals to the new list.

    Click the + sign to add a new rival list.

Create a Custom Rival list by brand

  1. Navigate to the Social Feedback screen and verify there is a value selected for the Brand property.

  2. Under the Parent Brand Unit Groups property, select a category (for example, Country). The Unit groups that descend from that category are those appearing under Brand when creating a Custom Rival list on the Rival lists dashboard module.

  3. Optionally, under the Sub-Brands Unit group property, select the sub-category to appear under Brand together with the Parent Brand Unit Groups values.

  4. Navigate to Select the report tab that contains Custom Rival lists — such as Social Media.

  5. Click on the report subtab, such as Rival lists, and select the brand you want to create the Rival list for.

    Select a brand, enter the list name, and click 'Create'.

  6. Give the list a name and click Create.

  7. To look for rivals, enter the name of the rival brand you would like to add. Click Add to add them to the list. If the rival brand is not available or has no reviews for the region, contact Medallia Support with all the details about the rival brand to add.

    Enter the rival brand name to search on the search box and then click ''Add" to add it to the rival list.

  8. To create another Rival list, click Add icon. Add next to the existing Rival list name. Give it a name and click Save. Follow the steps above to add new Rival brand to the new list.

Restriction: You can create up to 10 Custom Rival lists.

Manage Custom Rival lists

To manage Custom Rival lists:

Rival details

Click on the Rival name to reveal the rival details, such as its name, address and social source URL. Rivals sources depend on both:

  • The social sources active for the chosen unit or brand, and

  • If reviews exist for the rival in those sources.

For example, this image shows a rival list for a hotel unit that includes sources such as Orbitz, Google, Travelocity, etc. as those are the active sources that unit has.

Rival sources details.

Edit and remove Rival lists

To edit the Rival list name, click Edit icon Edit and enter a new name from the list. To remove a rival list, click Delete.

Remove rivals

To remove a rival from a list, select the rival and click Delete iconDelete.