Basics of the G2 + Medallia integration
  • 18 Jan 2023
  • 2 Minutes to read
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Basics of the G2 + Medallia integration

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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

When the 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.

If the reviewer cannot be matched to an existing G2 account, their review is associated with their email address and retained by G2. If the reviewer creates a G2 account with the same email address, this review will be associated with their new account.

Avoid including special characters such as + with the email address as they can prevent the G2 review form from displaying correctly.

If Medallia is unable to identify the email address of a user, they are prompted to log in to G2 or create an account.

reviewer flow

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

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

If Medallia cannot identify the email address of your reviewer, they are not presented with the short form. For more information, refer to the Reviewer authentication section.

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. Select Review API from the Review Source drop-down to filter reviews by sourced type.

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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