Connect Qualtrics with Tethr

Sync Qualtrics and Tethr together to see your customer phone and chat conversations—and rich Tethr voice intelligence—in your Qualtrics dashboard. This article covers the initial OAuth client setup in Qualtrics and configuring the connection between the two applications within Tethr. 

This connection combines Tethr's research-backed CX, marketing and sales insights with Qualtrics survey data, giving the voice of your customer in surveys an iQ-boost. Drill-down into the interaction from your Qualtrics dashboard, revealing each customer conversation's insights, a full transcript, playback, CRM integration and the Tethr Effort Index (TEI) automated effort score.

What we'll cover:

1. Create client credentials in the Qualtrics OAuth client manager

2. Authenticate your Qualtrics client credentials in Tethr and create a new Qualtrics project

3. Define data to send to your Qualtrics dashboard in Tethr

4. Define the filter criteria to trigger what Tethr sends to your Qualtrics dashboard

5. Enable your new Qualtrics integration in Tethr

Before you begin:

• You must be a Tethr Admin to add the Qualtrics integration with Tethr.
• Qualtrics must be enabled for your organization to add the integration. If it's not, first submit a support ticket to get Qualtrics enabled.
• You’ll need a Qualtrics account to connect it with Tethr. This account will have client credentials you'll use in Tethr to connect your Qualtrics project and allow it to receive your customer interactions and metadata from Tethr.
  
  When authenticating the integration, if you’re creating an OAuth client in Qualtrics and don't see the grant type you’ll need, you may need a different level of permission. We suggest requesting another level of permission from your Qualtrics Brand Administrator.
  
  Note that the Brand Administrator user type has the correct permissions to authenticate an integration between Qualtrics and Tethr.

Step 1: Create client credentials in the Qualtrics OAuth client manager

Tethr requires you to create OAuth credentials and not an API token in Qualtrics. Please note that if you generate an API token, it can break existing integrations associated with your Tethr account.

1. Under your Qualtrics account Profile, select Account Settings. 
2. Within the My Account navigation, select the Qualtrics IDs tab and then the OAuth Client Manager tab.
3. Choose the + Create Client button and complete the following OAuth client credential fields:
   
   
   
   Within the Create Client pop-up complete the following fields:
   
   a) Name: give your OAuth client connection a name that indicates the type of integration. For example, “Tethr connection”.
   b) Contact: enter your optional email address, for example, Name@company.com.
   c) Scopes: set to manage:all.
   d) Choose your Grant Type from the menu. In this case, Client Credentials.
   e) Select the + Create Client button to create the Qualtrics OAuth client credentials you'll use to sync with Tethr.
   
   
4. Securely copy the newly-created client credentials (Client ID and Client Secret as shown below) directly from Qualtrics into Tethr.
   
   

Step 2: Authenticate your Qualtrics client credentials in Tethr and create a new Qualtrics project

In this section, you'll begin creating a new Qualtrics integration by securely entering the client credentials you just created in Qualtrics into Tethr to authenticate the connection. Then, you'll create a new Qualtrics project from Tethr.

1. Under your Tethr account Profile, select Settings. 
2. Within the Settings' left side menu under the Admin section, select Integrations.
3. Choose the Add integration menu and select Qualtrics.
   
   
4. You'll be asked to authenticate your Tethr credentials by confirming them. If your credentials are correct, select Authorize to proceed.
   
   
5. Within the new Qualtrics integration, under the Authentication section select the Add authentication button, then complete the following fields:
   
   a) Client ID: copy and paste the OAuth client identifier you created in Qualtrics.
   b) Client secret: copy and paste the OAuth client secret you created in Qualtrics.
   c) Qualtrics subdomain Enter only the subdomain name found at the beginning of the URL to your Qualtrics account. For example, if your Qualtrics account URL is https://company.qualtrics.com/ you'd enter "company."
   d) Select Update credentials to securely authorize the connection between Qualtrics and Tethr.
   e) You'll be asked to re-authenticate your Tethr credentials. If your credentials are correct, select Authorize to proceed.
   
   
6. Once authenticated, select the Create project button to create a new project in Qualtrics and send Tethr insights to it in the form of survey questions. In the pop-up, enter the name of the project you created in Qualtrics into the Project name field in Tethr and select the Create project button to proceed.
   
   Note: You may be asked to re-authenticate your Tethr credentials. If your credentials are correct, select Authorize to proceed.
   
   
7. The newly-created Qualtrics project may look like the following inside your Qualtrics Projects Section.
   
   Note that the survey languages and questions will be defined by the insights you choose to send from Tethr to Qualtrics and the trigger criteria you set up in step three and step four below. 
   
   

Step 3: Define which insights to send to your Qualtrics dashboard in Tethr

In this section, you'll choose which insights you'd like to sync bi-directionally from Tethr to your Qualtrics dashboard. You'll be able to select customer interaction metadata and preview the order and format of your data before you choose to send it to your Qualtrics survey.

Types of Data you can share:

Within your new Qualtrics integration inside Tethr, under the section Data sent to Qualtrics, you can choose from the following types of customer interaction data to send:

• Interaction details like date, time, agent, direction, call groups
  
  Note: To link back to Tethr’s interaction detail from your Qualtrics dashboard select the interaction details option "Link to Tethr interaction" when adding new data types to your integration.
  
  
  
  To access the direct link to each interaction’s details, follow the link under Reports in your Qualtrics dashboard. These links to each interaction’s detail can be used on your Qualtrics dashboards or anywhere you need to link directly back to the customer interaction details in Tethr.
• Customer details like name, phone number or customer identifier 
• Automated scores, like Tethr Effort Index (TEI) or Agent Impact Score (AIS)
  
  
• Categories, like customer Frustration or customer Effort
  
  
  
• Category groups that you've created from multiple categories, like Channel Switch or Billing Reasons can now be sent as a Group (instead of as individual categories) in Embedded metadata field format as a Multi-value text set.
  
  
• Custom metadata that your organization has defined
• and Call group types that will include groups of users, or teams, with access to a specific subset of calls, like your customer service agents for a specific product, in a specific region or your sales, product, compliance or HR teams
  

Step 4: Define the filter criteria to trigger what insights Tethr sends to your Qualtrics dashboard

In this section, you'll choose the criteria that will trigger Tethr to send the insights you've chosen in the previous section to your Qualtrics dashboard.

1. Within your new Qualtrics integration in Tethr, under the section Triggers with this integration select the Choose triggers button to specify filter criteria that will trigger Tethr to send the data you just defined in the previous section to Qualtrics.
   
   Triggers are the same filter criteria you'll see in Tethr's Filter panel on Search & browse. Triggers allow you to refine your interaction data further by date and time constraints, country, language, categories, custom groups (teams), talk time, agents, customers, number dialed and more. 
2. Make sure to Name your trigger something memorable that reflects the type of criteria you choose and insights you're passing through. For example, "U.S. Sales closer or provider." You can easily name or rename your trigger by clicking the Name of the trigger and typing into the field that appears. Any edits to the name will need to be saved.
3. You may be prompted to Save your trigger at this point or any previous changes you've made may be lost.
   
   
   Tip: As you save each new trigger, your new Qualtrics project will be updated with the new filter criteria you've set.
4. Triggers you configure can be enabled or disabled separately from the integration within the Triggers page.

Step 5: Enable your new Qualtrics integration in Tethr

Once you've authenticated the connection between Qualtrics and Tethr, defined the insights you'd like to send and enabled the criteria that will trigger their send, then saved your settings, enable the integration.

Enabling the integration will prompt interactions to begin flowing through from Tethr to your Qualtrics project.

1. At the top of your new Qualtrics integration in Tethr, just under its name, are two options to enable or disable the integration. 
2. Make sure to Name your integration something memorable that reflects the type of connection and insights you're passing through, or the type of project. For example, "New U.S. customer survey integration." You can easily name or rename your integration by clicking the Name of the integration and typing into the field that appears. Any edits to the name will need to be saved.
3. You may be prompted to Save your integration at this point or any previous changes you've made may be lost.
4. Once you've enabled and named your new Qualtrics integration, interactions (calls and chats) that match the data and trigger criteria you've set will begin flowing from Tethr into your Qualtrics project.