Basics of the G2 + Medallia integration
  • 28 Mar 2023
  • 2 Minutes to read
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Basics of the G2 + Medallia integration

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Article Summary

The G2 + Medallia integration enables you to display your G2 review form directly in your Medallia surveys.

Incentivization and segmentation

Per the G2 Community Guidelines, your organization cannot segment reviewers to solicit only positive reviews.

Collecting more, high-quality reviews also means that your products are more likely to be highlighted in one of G2’s “Best Of” lists or other quarterly reports.

Refer to Research Scoring Methodologies to better understand how G2 reviews impact those lists and reports.

Only non-incentivized reviews are available for submission via the Medallia integration. Gift cards or other incentives can not be attached to this process.

Reviewer authentication

This integration relies on passing a user email to G2 for use in G2’s review validation and moderation process. If your organization anonymizes this data, you are not eligible to use this integration.

For more information on how G2 handles user emails, refer to the GDPR compliance section.

When a user reaches the G2 review form embedded in your Medallia survey, Medallia securely passes the reviewer’s email address to G2. If the reviewer has an existing G2 account, they will be automatically logged in to leave their review.

reviewer flow

If the reviewer cannot be matched to an existing G2 account, their review will be associated with their email address and retained by G2 in case they later decide to create a G2 account.

Review form and moderation

The Medallia integration uses a shortened review form to make it easier for reviewers to submit feedback without compromising the quality of the review.

Reviews submitted via this integration undergo the same manual moderation process as any other review submitted to G2.

You can also add custom questions to your shortened G2 review form. For more information on adding custom questions, refer to G2’s Custom Questions documentation.

GDPR compliance

This integration is GDPR compliant. G2 does not store email addresses for communication purposes, and reviewers must explicitly opt into G2’s Terms of Use before submitting a review through this integration.

The data passed to this integration is covered by the master service agreement (MSA) and data processing addendum (DPA) your organization signed upon activating your G2 subscription.

Tracking reviews generated via Medallia

To monitor the success of the Medallia integration in generating G2 reviews:

  1. Go to my.G2, then Review Management > Review Activity.
  2. From the Review Source drop-down, select In-app to filter for reviews from integrations.

If your organization uses other G2 reviews integrations besides Medallia, or uses G2's API directly for additional review generation efforts, this data will also be included in your filtered view.


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