Key Features

1. Seamless Integration: The integration allows for seamless connectivity between Qualtrics and Bigin, enabling a smooth flow of data and information between the two platforms.
2. Survey Templates: You can access and utilize pre-built survey templates from Qualtrics within the Bigin platform, simplifying the process of gathering customer feedback and insights.
3. Feedback Sharing: The collected customer feedback can be easily shared with relevant teams and individuals within the organization, fostering collaboration and informed decision-making.
4. Contact and Email Template Creation: You can create Qualtrics contacts and email templates directly from within the Bigin platform, saving time and effort in managing customer communication.

Installing the topping

1. Navigate to Setup > Settings > Toppings > Marketplace.
   Under All Toppings, you can view all the toppings supported for Bigin.
2. Click All Toppings, then search for and click Qualtrics.
3. Click Install.
4. Agree to the terms of service and click Install.
5. In the following screen, agree to the terms of service and click Install Now.
   
   
6. In Users/Profiles, choose one of the following and click Confirm:
1. Install for admin only - The topping will only be installed for users with administrator profiles.
2. Install for all users - The topping will be installed for all users.
3. Choose profiles - The topping will only be installed for the selected users. Choose this option, click Continue, then select the profiles.
   The topping will be installed automatically for the specified users.
   
   
7. Click Authorize in the Connections section of the Extension Details page to authorize your Qualtrics connector.
   Sign in with your Qualtrics credentials.
8. Click Authorize in the Connections section of the Extension Details page to authorize your Bigin connector.
   Click Connect, followed by Accept.
   

   

   
   

Configuring the topping

1. Click Settings in the Extension Details page.
   
   
2. In Data center, provide the Datacenter ID obtained from your Qualtrics account.
   All the directories available in that data center will be populated and listed as values to the Select the Qualtrics directory field.
   
   
3. In Select the Qualtrics directory, pick the desired directory from the dropdown.
4. Click Save.

Note: To locate the Datacenter ID in your Qualtrics account, refer here.

Sending surveys to existing contacts in Qualtrics

1. Open a record in the Contacts module.
2. Click the Distribute Survey button.
   A list of all the surveys available within the configured directory will be displayed.
   
   
   
   
   
3. In the pop-up window, select a survey and click Next.
4. In the Name field, the survey name will be auto-populated
5. In the To field, the email address will be auto-filled from the record details.
6. In the When field, choose a time from the dropdown for the survey to be sent.
   
   
7. Enter a subject for the message that will accompany your survey.
8. Select a message library from the dropdown
9. Select a message from the dropdown.
   The message will be populated in the message description.
10. Click Send.
    

The details of the survey you have sent will be shown in the related list, Qualtrics Surveys, along with its status.

Click View to see the contact's response to the feedback survey.

Adding new contacts to Qualtrics and sending surveys

1. Open the contact and click the Distribute Survey button.
   If the extension identifies the contact is not listed in Qualtrics, you'll be asked to add the contact to Qualtrics.
2. In the pop-up, click Click here in the topping widget.
   
   The contact's email address, first and last name will be auto-filled from the record details.
   The directory will be auto-filled based on your topping configuration settings.
   
   
3. Select a mailing list from the dropdown.
4. Click Add.
   A list of all the surveys available within the configured directory will be displayed.
5. In the pop-up window, select a survey and click Next.
   
   
6. In the Name field, the survey name will be auto-populated.
7. In the To field, the email address will be auto-filled from the record details.
8. In the When field, choose a time from the dropdown for the survey to be sent.
   
   
9. Enter a subject for the message that will accompany your survey.
10. Select a message library from the dropdown.
11. Select a message from the dropdown.
    The message will be populated in the message description.
12. Click Send.

The customer will be added to your Qualtrics database and the selected feedback survey will be sent to the selected contact. The details of the survey you have sent will be shown in the related list, Qualtrics Surveys, along with its status.

Click View to see the contact's response for the feedback survey.

View and Customize SalesSignals Notifications

1. Click the Settings icon on the dashboard.
2. Under Channels in the left panel, click Signals.
3. In Qualtrics for Bigin, choose the actions for which you want to get notified.
4. Click Save.
   
   

Uninstalling the topping

1. Navigate to Setup > Settings > Toppings > Marketplace > Installed.
   The installed toppings will be listed.
2. Browse for Qualtrics and click the corresponding Uninstall link.
3. Click Ok to confirm and uninstall the topping.