Configure Web Feeds to trigger feedback requests

This configuration requires an Auto Importer specification configured with the right processor and sampling operation to bring data into Medallia Experience Cloud and send customer surveys after an interaction. For more information, see Auto Importer Processors and Sampling.

This task shows how to configure Web Feeds to trigger customer feedback requests after a transaction.

Web Feeds enable you to provide data to Medallia Experience Cloud, allowing Experience Cloud's data transformation (ETL) layer to process the data and trigger feedback requests to customers.

Web Feeds is an API for importing data into Medallia Experience Cloud via an HTTP request. It allows real-time transactions through simple HTTP POST.

Web Feeds can turn an HTTP POST request from an operational system into a request for feedback in seconds.

  1. Create a new Web Feed to import the data into Medallia Experience Cloud
    An integral piece to making Medallia Experience Cloud's ETL layer (Auto Importer) work is getting data to the processor. In a production environment, data is passed into Auto Importer from client systems to perform survey actions. Data can be passed to Auto Importer via different methods and formats. Web Feeds make it so that Auto Importer can process the data in real time.
    To create a new Web Feed:
    • Enter a name and a description.

    • For the Processing mode, select Active, so the incoming files are processed.

  2. Configure the API request
    Configure the HTTP POST command used to submit JSON content into Experience Cloud using a Web Feed.
    • Enter the URL unique name.

      This value identifies the Web Feed endpoint which will look like this:

      https://instance.apis.medallia.com/inbound/v1/URL-unique-name

      The external system will make an OAuth-secured POST call to this endpoint to to invoke the client's defined invitation process. The incoming payload should include the customer's contact and transaction data. See the following step for more details about the fields that must be included in the payload.

      HTTP POST sample request

      POST /inbound/v1/active_retail_store_invitation HTTP/1.1
      Host: instance.apis.medallia.com
      Authentication: Bearer ${TOKEN}
      Content-Type: application/json
      Accept: application/json
      
      [
        {
          "TRANSACTION_DATETIME": "2013-06-11 12:00:00",
          "TRANSACTION_ID": "119938", 
          "FIRST_NAME": "Scott", 
          "LAST_NAME": "Smith", 
          "EMAIL_ADDRESS": "ssmith@example.com", 
          "PHONE_NUMBER": "555-555-5555", 
          "STORE_NUMBER": "US-1544"
        }
      ]
  3. Select the Auto Importer processor

    The incoming payload must be processed through Medallia Experience Cloud's configured ETL layer (Auto Importer).

    • Select an Auto Importer specification to process the incoming data and send invitations to customers.

      Required data fields vary depending on the Auto Importer type selected. In this case, the required fields are:

      • Customer details (name, email)

      • Unit details (unit ID, store number)

      • A unique record identifier (transaction ID).

  4. Select the Web Feed mode
    Define how the incoming file is processed.
    • For the Web Feed mode, select Feed File (non concurrent), so each incoming request generates a new feed file.

    • Scroll to the bottom of the page and click Save.

Transaction data will be turned into a record. Once in Medallia Experience Cloud, a survey and survey design are designated to the record. Next, the survey is packaged in an email invitation. Experience Cloud delivers the survey invitation to the customer via email within a few minutes of the triggering transaction.