Implementation
  • 15 Feb 2022
  • 2 Minutes to read
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Implementation

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This pages details every step you need to take to implement the G2 + Medallia integration.

1. Set the integration status

To set your G2 + Medallia integration status:

  1. Go to my.G2, then Integrations > Integration Hub.
  2. Select the Medallia tile.
  3. Set the Turn on Integration slider to Active.

Integration_Active_Slider

2. Request access to the G2 Review app

You must be granted access by Medallia to use the G2 + Medallia integration.

To request access to the G2 Review app:

  1. Log in to Medallia, then go to the Admin Suite.
  2. In the left sidebar, select Apps > Install Apps.

MedalliaIntegration_InstallApps

  1. Select Get Client Key.
  2. Using your client key, submit a case to Medallia requesting access to the G2 Review app.

Once access is granted, you will be able to install the G2 Review app in your Medallia instance.

3. Install the G2 Review app

To install the G2 Review app in Medallia:

  1. Log in to Medallia, then go to the Admin Suite.
  2. In the left sidebar, select Apps > Install Apps.

MedalliaIntegration_InstallApps

  1. Find and select the G2 Review app.

MedalliaIntegration_G2ReviewApp

  1. Select Install, then Continue to install the G2 Review app.

Once the installation is finished, you will receive a "Successfully installed G2 Review" message.

4. Insert G2 Review HTML in Medallia survey

To place the G2 review form in a Medallia survey:

  1. In the left sidebar, select Shared Assets > Surveys.

MedalliaIntegration_Surveys

  1. Find and select the G2 Review survey, then select Edit to access the Survey structure page.
  2. Select the </> HTML from the End page section to reveal the HTML markup.
    MedalliaIntegration_HTML
  3. Copy all of the HTML in the text box.
  4. Create a new Medallia survey, or go to an existing survey.
  5. Paste the HTML code snippet from step 4 in the appropriate location within the Medallia survey structure. G2 recommends placing the review form at the end of your survey for a better user experience.

For more information related to HTML blocks in Medallia surveys, refer to Medallia’s HTML documentation (a Medallia log-in is required).

MedalliaIntegration_ProductSlug

  1. In the pasted code snippet, find var productId = 'g2' and replace it with your own product slug.

To find your product slug, go to your product profile page on G2.com and use the information in the URL between /products/ and /reviews.

For example, the G2 Marketing Solutions product profile page on G2 is https://www.g2.com/products/g2-seller-solutions/reviews, so the product slug is g2-seller-solutions.

Before:

var productId = ‘g2’;

After:

var productId = ‘g2-seller-solutions’;
  1. Select Create version to finish creating the survey. The G2 review form will now appear within your Medallia survey.

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