Customizing Engage Rating Feedback with Qualtrics or Medallia

In addition to the 5-star rating feedback that an HCP can fill out, admins can configure a custom Qualtrics or Medallia survey to collect feedback from HCPs after an Engage meeting. This allows organizations to tailor survey questions to current business needs and take advantage of the rating system’s high response rate. The combination of the ratings and survey results provide a better and more direct understanding of how content and customer experience is perceived by HCPs.

The added support for Qualtrics and Medallia allows organizations to create surveys that align with existing customer experience initiatives and take advantage of the advanced customization options offered by these partners. Users can create surveys that target HCPs satisfaction, and since they are completed directly by the HCPs right after the meeting, they are more likely to receive a response than surveys sent via email.

This feature requires a Qualtrics or Medallia account.

Who can use this feature?

  • Android, Browser, iPad, iPhone, Windows users
  • Users require an Engage license
  • Business Admin Users, Integration Users, HCPs

Configuring HCP Feedback Support for Qualtrics and Medallia for

  1. Ensure business admin users have a Qualtrics or Medallia account.
  2. Ensure Rating an Engage Experience is configured.
  3. Grant the following permissions:
    ObjectOLSObject TypesFieldsFLS
    integrated_survey__vCRE

    • qualtrics_survey__v

    • medallia_survey__v

    		AllEdit
  4. Create a tab for the integrated_survey__v object.
  1. Ensure Rating an Engage Experience is configured.
  2. Grant the following permissions:
    ObjectOLSObject TypesFieldsFLS
    integrated_survey__vCRE

    • qualtrics_survey__v

    • medallia_survey__v

    		AllEdit

Using HCP Feedback Support for Qualtrics and Medallia as

To collect HCP feedback using integrated surveys, business admin users must create the surveys and associate them with the appropriate meetings.

Creating Surveys

Business admin users can create surveys by logging in to their Qualtrics or Medallia account.

If you create multiple surveys with exactly the same settings and set them to active, the system will return the most recently updated survey URL to the HCP.

When creating surveys:

  • You do not need to specify a language via a survey URL parameter, as by default, HCPs will see the survey in the language defined by their browser
  • Ensure that your survey is not accessible by invitation only
  • Ensure that your survey does not prevent HCPs from submitting multiple responses, as HCPs will be prompted to fill out the same survey after any interaction
  • If your survey expires or has a newer version, update the Integrated Survey URL on your Integrated Survey record in Vault CRM with the new URL you wish to use or set your current Integrated Survey record to inactive and create a new Integrated Survey

Associating Qualtrics and Medallia Surveys with Meetings

To associate a survey with an event or meeting:

  1. Navigate to the Integrated Surveys tab and select the New button to create an integrated_survey_vod record.
  2. Enter a name for the survey in the Name field.
  3. Enter a description of the survey in the Description field.
  4. Enter the anonymous link provided by Qualtrics or Medallia for the survey in the Integrated Survey URL field.
  5. Select In-App from the Delivery Mechanism dropdown. This means the integrated survey is presented seamlessly to the HCP inside their Engage experience, whether they are accessing Engage via the iOS app, the Android app, or the web client.
  6. Select HCP Post-Engage Meeting from the Integrated Survey Entry Point dropdown.
  7. Select the Active check box to enable the survey.
  8. Select one or more countries from the Country field. This is optional. The survey only displays to HCPs in the selected countries. To provide different surveys to HCPs in different countries for the same event, create multiple survey records for the event and select a different country for each. Leave the field blank for global surveys not restricted by country.
  9. Specify any parameters to be added to the survey URL. This is optional. This allows the specified parameters to be passed into the HCP responses for an integrated survey, where they can be used for tracking or leveraged by the survey's logic for branching or defaulting survey answers. You can pass the following parameters to the survey:

    Parameter

    Mapped CRM Data

    Name of Qualtrics Embedded Data Field / Medallia Parameter

    Account ID Parameter Name

    Record ID of the account

    AccountId

    Vault ID Parameter Name

    Vault ID

    OrgId

    User ID Parameter Name

    Record ID of the user hosting the meeting

    UserId

    User Type Parameter Name

    The user_type__v field from the user hosting the meeting

    UserType

    Country Parameter Name

    HCP's country based on their IP address

    Country

    Meeting ID Parameter Name

    The vexternal_id__v field from the remote_meeting__v record

    This parameter is only populated if your integration user has Edit permission to this field.

    MeetingId

    Call ID Parameter Name

    The mobile_id__v field OR Record ID from the originating call (call2__v)

    The Record ID of the call is returned if the call synced before the Engage meeting was scheduled.

    Examples:

    Mobile ID: D97F5B4A-B13C-4B48-841B-A242B9DF4765

    CallId

    Meeting Rating Parameter Name

    The overall_experience__v field from the remote_meeting_rating__v record

    Use this parameter to pass the HCP ratings to the integrated survey.

    MeetingRating

    The parameter IDs match the names of the Embedded Data Fields (Qualtrics) or Parameters (Medallia).

Completing Surveys as

After the Engage meeting, a ratings modal displays. HCPs can select from 1 to 5 stars. When an HCP selects a rating, the “Tell us more” button displays. HCPs can select this button to access the integrated survey. If the system cannot determine a survey to display, the Tell Us More button does not display.

How the survey displays depends on the platform the HCP is using to join the meeting or event:

  • Engage app for iOS or Android - The survey displays in a web view within the application
  • Web Client - The survey displays in a new browser tab

Which survey displays depends on whether a match is found for the following values:

  • The Country setting on the HCP’s device. If no value is found, the host’s Country setting is used, or the value defaults to blank.
  • A Delivery Mechanism value of In-App
  • The Integrated Survey Entry Point - HCP Post-Engage Meeting or HCP Post-Event
  • A status of Active

If more than one matching integrated survey is found, the most recently updated survey URL displays to the HCP.

Related Topics

Rating an Engage Experience

Engage Attendance Tracking

Joining an Engage Meeting as an Attendee