Implementation
  • 29 Aug 2022
  • 2 Minutes to read
  • Dark
    Light

Implementation

  • Dark
    Light

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 request access from both Medallia and G2 in order to install the G2 Review app.

To request access to the G2 Review app:

  1. Log in to Medallia.
  2. Select your user name from the top-right corner, then navigate to Admin > Admin Suite.
  3. 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.
  3. Provide G2 with your client key by submitting a case to G2 support.

When submitting a case to G2 support, please enter "Medallia Integration Access" as the Subject, then enter your client key and G2 product name into the Description. G2 will process your request within one business day.

submit g2 support case

Once access is granted by Medallia and G2, 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. Get the G2 Review HTML

get review form embed code

To access the HTML for the G2 review form:

  1. From the left sidebar, select Shared Assets > Surveys.
  2. Find and select the G2 Review survey, then select Edit to access the Survey structure page.
  3. Select the </> HTML from the End page section to reveal the HTML markup.
  4. Copy all of the HTML in the text box.

5. Insert the G2 Review HTML into a survey

To give your users a best experience, G2 recommends only adding the review form to your in-app and web-based surveys.

To place the G2 review form in a Medallia survey:

  1. Create a new Medallia survey, or go to an existing survey.
  2. Paste your HTML code snippet from the Get the G2 Review HTML section into your desired survey location. 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.