Integration with Qualtrics

Awardco's integration with Qualtrics empowers organizations to award points based on survey results and seamlessly import survey data into Awardco for recognition purposes. This integration simplifies the process of leveraging survey insights within the Awardco platform.

1. Integration Value
2. Setup and Configuration
   • Request the Integration
   • Create Qualtrics Workflow
   • Awardco Extension Task Setup
   • Create an External Recognition Program
   • Map External Recognition Program and Survey Data in Qualtrics
3. Approving Awards for Survey Submissions
4. FAQ

Integration Value

The Awardco + Qualtrics integration allows you to transform customer feedback into meaningful employee recognition. By connecting your Qualtrics survey data, particularly CSAT responses, with Awardco, you can automatically trigger recognition for your Client Success Representatives and other team members who drive positive customer experiences.

Key Benefits:

• Celebrate Success: Showcase positive customer satisfaction responses directly in Awardco to build morale and motivation.
• Effortless Rewards: Reward high-performing team members quickly and efficiently, all within the Awardco platform.
• Data-Driven Culture: Integrate Qualtrics insights with Awardco to foster a recognition culture grounded in real performance data.
• Automated Recognition: Clients can have Qualtrics survey responses automatically sent to Awardco as external recognitions.
• Customizable Messages and Points: Admins can adjust the message and add points if needed in the approvals queue.
• Conditional Triggers: Clients can set conditions on what gets sent to Awardco (e.g., only send CSAT responses with a score of 4/5 or 5/5). 

Setup and Configuration

Pre-requisite: This integration requires External Recognition to be enabled in Awardco.

1) Request the Integration

 Initiate the process in one of two ways:

• Ask your Awardco representative directly.
• Clicking "Request More Information" on the Qualtrics listing in Awardco's Integrations Library.

Your Awardco representative (CSM/TCSM) will then oversee the setup process on the back-end.

2) Create “Started when an event is received” Workflow for Qualtrics Survey

• In Qualtrics, create a “Started when an event is received” workflow for the survey for which you wish to award points for completion.
  
   
   

• Add Conditional Trigger (Optional): If you only want to reward high scores, add a condition between the Survey response and the Awardco extension (e.g., only send CSAT responses with a score of 4/5 or 5/5).
• Add the Awardco extension task to the end of the Workflow.

3) Awardco Extension Task Setup

• In the Awardco extension task setup modal:
  • API Key: Paste your Awardco API key into the API Token field and give the account a name. Note: The API Key must have external recognition permissions.

• Choose your newly created account in the Awardco extension task setup modal and click Next. 

4) Create an External Recognition Program in Awardco

Create an External Recognition Program in Awardco to serve as the endpoint for the Qualtrics data. To do so:

1. Select the Admin button at the bottom of the left navigation menu.
2. Select "Programs", then "External Recognitions" from the left navigation menu.
3. Select “New Program.”
4. Configure settings in the following tabs:
5. Once finished configuring, select “Publish.” 
   
    

See the External Recognition Programs support article for more details.

5) Map External Recognition Program and Survey Data in Qualtrics

• In the Qualtrics task setup modal, select the external recognition program you created in Awardco. 
  
  
  
   

• Map the necessary data fields:
  • Map Employee Name to the survey question response that asks for the name of the Client Success Representative.
  • Ensure the Qualtrics user associated with the survey has an email address that matches a user in the Awardco platform.
  • Use the Note field to pipe over any other survey data you want to include, such as the full survey response text from a question like "why did you rate your CS Rep this way?"
    
     
     

• Click Save.

Approving Awards for Survey Submissions

Once the setup is complete, submit a test CSAT survey response to verify the integration.

1. Navigate to the Approvals area in the Awardco platform.
2. The external recognition will appear in the queue with the information piped from Qualtrics.
3. You can Approve or Decline the recognition, adjust the recipient(s) in the Send Recognition To area, edit the Recognition Text, and add a Custom Amount of points if needed (and select a budget).
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4. Approved recognitions will appear on the social Feed.
   
    

FAQ

• Q: Is there a cost for this integration?
  • A: The Qualtrics integration itself is free. However, External Recognition is a premium feature and must be enabled on your Awardco account for the integration to function.
• Q: Where can I find the Awardco extension?
  • A: This integration is now live in the Qualtrics Marketplace.
• Q: Does the employee need to be an Awardco user?
  • A: Yes. The Qualtrics setup requires ensuring there is a user in Qualtrics with an email address that matches a user in the Awardco platform, so the system can correctly identify the recipient.
• Q: Can I set conditions on which survey results trigger an award?
  • A: Yes. You can set Conditional Triggers in the Qualtrics Workflow to only send survey responses to Awardco that meet a certain criteria (e.g., only CSAT scores of 4/5 or 5/5).
• Q: What is an API key with external recognition permissions?
  • A: This is an Awardco-generated key that securely grants the Qualtrics extension the necessary permissions to submit recognitions to your Awardco platform. Your Awardco representative can help you ensure you have the correct key.

If you have any questions, please contact Awardco Admin Support.