Integrations overview
Integrations are a core part of how Pulse Insights helps you extend the value of each response. They can help you:
Link data that only exists in your enterprise back-end to uncover new insights
Operationalize events like creating support tickets when certain feedback criteria are met
Contextualize existing datasets by layering in what was inside users' heads to learn the "why" behind observed behavior
Personalize future interactions by incorporating explicit user feedback and data into engine's decisions
Our approach to integrations
Enterprises use the same software in different ways. This makes one-size-fits-all integrations difficult. Perhaps you need to transform the data before sending it, so that it can be immediately used by the other system. Perhaps you need to customize which data you send. Perhaps you need to customize where you want to send the data. Because of the realities of enterprise integrations, we've focused on making our integrations flexible to allow for minor customizations to fit your situation.
Integrations process
Because we will be customizing the integration to meet your specific needs, we'll ask you for some inputs to help inform our configurations.
Destination & authentication details:
Data Lake or other internal repository (e.g. S3 Bucket, SFTP)
Web Analytics, A/B testing, session replay, or other tag-based integrations (e.g. Google Analytics, Adobe Analytics, Optimizely, or ContentSquare)
File specifications
For file-based integrations:
Frequency: What frequency would you like us to send the data? We can send data upon submission (in near-real time) or in batches in your desired frequency (e.g. daily sends, x times a day/week/month, etc.). We can also send historical data if your survey campaign has already started before the integration has been completed.
File receiving schedule: Desired time window when we should send the data.
File name: Desired naming convention for files sent.
Action when there is no activity: e.g. Should a blank file be sent when there is 0 submissions for the time period?
Data points to include
Which data points would you like to include? Our standard list of data points can be modified to fit your needs. See the section on Contextual Data for additional data types to consider passing to Pulse Insights for further analysis.
Timing
Once we have all of the connection details, file specifications (if applicable), desired data points, we will configure a "worker" to send the data as desired.
Please note that we can batch send historical data, so you can set your survey live before the integration is complete without losing any data. Once the integration is complete, we will send all data from survey launch date to when the automated worker began.
QA
We will jointly QA the integration to ensure data is flowing to spec before enabling it. We also have error monitoring for when integrations fail (e.g. if API Key changes) and will work with you to remediate.
Please contact your Customer Success Manager to ask about the QA process, or to set up a live QA call.
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