Re: Montreal Medallia Note follow up

From
Aileen Ruffin <aruffin@thekey.com>
To
Monica Johnston <johnstonm@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Audra Williams <audraw@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>
Date
Mon, 21 Oct 2024 13:24:08 -0500
Folder
INBOX
--000000000000ff12ce062500c2b1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Monica! Tim and I connected and confirmed clients and caregivers who need to be blocked from receiving surveys. The tag is: =E2=80=9CFrench speaking=E2=80= =9D. Good to go, thank you! On Thu, Sep 26, 2024 at 2:45=E2=80=AFPM Monica Johnston wrote: > Ok great! Just let us know when you are done with the tagging. > > On Wed, Sep 25, 2024 at 5:25=E2=80=AFAM Timothy Thomas wr= ote: > >> We can include caregivers as they are also tagged by language. >> >> On Tue, Sep 24, 2024 at 7:57=E2=80=AFPM Monica Johnston >> wrote: >> >>> Tim / Aileen, >>> >>> Will the same be done for caregivers as well? Or should we continue to >>> exclude all of Montreal agency from the caregiver surveys. >>> >>> Thanks, >>> Monica >>> >>> On Fri, Sep 20, 2024 at 3:46=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> I=E2=80=99ll have the team tag the French speaking clients. I=E2=80=99= ll confirm back >>>> once it=E2=80=99s completed and confirm the exact tag. >>>> >>>> Thank you! >>>> >>>> On Fri, Sep 20, 2024 at 6:41=E2=80=AFPM Monica Johnston >>>> wrote: >>>> >>>>> There is a wellsky profile tag for French speaking clients. We could >>>>> add that to the logic to exclude those with that tag but it will take= some >>>>> development time (1-2 weeks). >>>>> >>>>> On Fri, Sep 20, 2024 at 3:28=E2=80=AFPM Aileen Ruffin >>>>> wrote: >>>>> >>>>>> Hi Audra, I am not sure how systems can detect English speaking only >>>>>> clients in system -- @Monica Johnston is >>>>>> there a way to block surveys if a tag exists? or another workaround = is to >>>>>> uncheck primary for the nonEnglish speaking clients under contacts i= n >>>>>> Wellsky for a hard stop/block. >>>>>> >>>>>> Open to hearing what "lift" field/Audra and Monica prefers to see ho= w >>>>>> it will allow the system to automatically work vs manual adjustments= . >>>>>> >>>>>> Thank you! >>>>>> >>>>>> On Fri, Sep 20, 2024 at 5:03=E2=80=AFPM Audra Williams >>>>>> wrote: >>>>>> >>>>>>> Thanks, Aileen! >>>>>>> >>>>>>> I believe that we want it sent to only our English speaking clients >>>>>>> in Montreal. >>>>>>> >>>>>>> Is this a possibility? >>>>>>> >>>>>>> Audra Williams >>>>>>> Director, Divisional Operations >>>>>>> (425) 757-7027 >>>>>>> TheKey.com >>>>>>> >>>>>>> >>>>>>> [image: TheKey] >>>>>>> >>>>>>> >>>>>>> On Fri, Sep 20, 2024 at 2:29=E2=80=AFPM Aileen Ruffin >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Tim, >>>>>>>> >>>>>>>> Thank you for reminding of the request to activate Montreal >>>>>>>> Medallia surveys. Confirming initially when we explored - there wa= s >>>>>>>> interest in creating surveys in French which was the primary reaso= n to put >>>>>>>> the project on hold due to our limited resources and capabilities. >>>>>>>> >>>>>>>> You verbally approved surveys to be sent in English to Montreal >>>>>>>> clients -- kindly requesting to acknowledge that approval on email= trail. >>>>>>>> >>>>>>>> Lastly, if yo

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