Overview
Qualtrics is a powerful online survey tool that allows one to build surveys, distribute surveys and analyze responses from one convenient online location. Qualtrics provides extension for multiple top platforms across the industry. Annex Cloud provides omni-channel loyalty programs across all the major e-commerce and marketing platforms. We have offerings that include loyalty experience management and loyalty engagement. By leveraging the integration between Annex Cloud and Qualtrics, customers can be awarded loyalty points for their participation in surveys.
Objective
- To establish the setup between Annex Cloud and Qualtrics.
- To sync customer indicative data in real-time with Annex Cloud.
- To collect customer’s survey-based data and award respective loyalty points.
- To view reports on the Annex Cloud site admin. Users must have access to reports to access the data.
Steps to Earn Loyalty Points by Completing a Survey
Surveys created within Qualtrics can be made available to loyalty members. To associate a survey with loyalty members, follow the steps in the Setup section.
Setup
Add Annex Cloud Integration as a task
- Login to Qualtrics.
- Click Create a new project.
- Once the new project and the survey has been created, select the Workflow tab and create a workflow.
- Select Choose Event and select Survey response. This configures the event watch for a survey response.
- Set the sub-menu to Created. This configures the survey response to when a response is created.
- Select Add Task and find the Annex Cloud Loyalty Integration among the Tasks and select it.
- Click Add User Account.
Name: This is the name you would like to call the connection.
API Token: This value is provided to you by your Annex Cloud Customer Implementation team member.
- Once the User Account has been configured and saved, select the account and click Next.
- The following parameters are necessary to complete the configuration of the Annex Cloud integration.
Respondent Email - has been pre-configured and should not be changed. This parameter is acquired from survey form.
Respondent Site ID - Can be acquired from your Annex Cloud Customer Implementation team member.
Respondent Action ID - Can be found in the Actions section of the Annex Cloud Loyalty setup/configuration.
- Once the Annex Cloud task has been configured and saved, the survey is ready for distribution to Loyalty Members.
Steps to View Reports on the Annex Cloud Platform
Annex Cloud provides dedicated access to merchants so that they can access reports based on the actions performed by the customers. The reports give a better idea of loyalty points earned by the customers who participated and completed the survey.
- Go to the Annex Cloud admin site using this link-
https://admin.socialannex.com/user/login - Enter the provided login credentials of an authorized user.
- Select Reports from the portal.
- Select Points from the Your Reports menu.
- If you don't see the Action filter on the Points page, click More and select Action.
- Click Search. All members who have completed a survey displays on the report.
- To limit the report to a single member, either enter the member’s ID in the ID field or a partial name in the Name field.
- If you enter a partial name, such as Smith or Ed, the report displays data on any members that match the partial name.