Re: Detractor Visibility Report Now Available

--00000000000000d046063b01ee8b Content-Type: multipart/alternative; boundary="00000000000000d045063b01ee8a" --00000000000000d045063b01ee8a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Bee! All my Best, Sericca Latimer General Manager | TheKey Mobile: 509.666.5252 On Mon, Jul 28, 2025 at 10:42=E2=80=AFAM Bridgett Scherer wrote: > Hello RDOs and GMs, > > The Medallia team is pleased to report that you now all have a new module > on your Medallia Dashboard, allowing you to view the status of Detractor > alerts for your office. . Below is a step-by-step with screenshots on how > to access, view, and set filter parameters for this report. The Medallia > Playbook is being updated with this information for future reference. > > Your main Medallia Dashboard now includes a new tab at the top, titled > "Closed Loop": > > [image: image.png] > > On this page, you can set your own date parameters and associated offices > to view your detractors and their current status: > > > [image: image.png] > > There are several pre-created date ranges available, but you can also > create your own date range at the bottom of the "Time Period" drop down; > select "custom time periods": (we have ours set to being 7/16/25 - today, > as this is when the new detractor alert process went live.) > > [image: image.png] > > From here, you can now view all of the detractor alerts within your > defined parameters, and their current status (new [no action taken], in > process [assigned and notes added], or closed [closed by GM]): > > [image: image.png] > > Continuing to scroll down on this page will also show you the details of > each alert shown on this report. Clicking the "View Full Response" will > take you directly to the response page where you and your operations team= s > can take action on these alerts. > > [image: image.png] > > As a reminder, Detractors are to be assigned and responded to within 24 > hours of receipt. General Managers and Regional Directors of Operations > have the ability to assign alerts under the "Head of Division - TheKey" > role in Medallia. This should be your primary role - if you do not see th= is > as your role when logging in (top right corner), please reach out to > medallia support and we can adjust your role permissions: > > [image: image.png] > > The Medallia Playbook will be updated shortly with this information. As > always, if you have any issues with assigning alerts, or any other issues > with Medallia, please reach out to myself or Megan Edusada at > medallia-support@thekey.com > > Cheers, and thanks all for your adherence to the new alert process! > > Bridgett Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > > --00000000000000d045063b01ee8a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Bee!=C2=A0 All my Best,=C2=A0 = Sericca Latimer <span style=3D"font-= size:10pt;font-family:Verdana,sans-seri