Re: Fun Fact Friday!
- From
- Gina DiMaria <gina.dimaria@thekey.com>
- To
- Sarah Prestley <sarah.prestley@thekey.com>
- CC
- Bridgett Scherer <bscherer@thekey.com>, CSM <CSM@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Regional Directors <regionaldirectors@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Audra Williams <audraw@thekey.com>, Megan Edusada <megan.edusada@thekey.com>
- Date
- Fri, 20 Mar 2026 09
- Folder
- INBOX
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Great Info ! *Gina DiMaria* General Manager | TheKey Mobile: 831-200-5705 Office: 831-215-5133 https://www.youtube.com/watch?v=ZVjNBxIXqos&authuser=0 [image: TheKey] On Fri, Mar 20, 2026 at 8:57 AM Sarah Prestley <sarah.prestley@thekey.com> wrote: > Wow! That is AMAZING to know. Thank you! > > Sarah Prestley > > Client Success Manager | TheKey > > Mobile: 707-754-8440 > > <http://www.thekey.com> > > > On Fri, Mar 20, 2026 at 8:01 AM Bridgett Scherer <bscherer@thekey.com> > wrote: > >> Hi all, >> >> Welcome to another episode of Fun Fact Friday! Today we wanted to remind >> everyone about Medallia Surveys! >> >> *Did you know... *if your client doesn't have a primary contact listed >> in Wellsky with an email, your client will not receive ANY of our Medallia >> Surveys? Even if your client is their own contact, you must add them to the >> contacts in Wellsky with an email and mark them as the Primary Contact for >> a survey to deploy. It's super easy and should be part of your Wellsky >> client set up: >> >> [image: image.png] >> [image: image.png] >> [image: image.png] >> Please ensure that all clients - new and existing - have an email and >> primary contact associated in Wellsky. Missing this means we miss critical >> feedback opportunities from our clients, which are exceptionally valuable >> for understanding how we can improve their experience and keep them on >> service longer. >> >> Additionally, don't forget that we have a comprehensive Medallia Playbook >> <https://docs.google.com/document/d/1bHdEBn-6OaUGsupPB8fuyB7jki8THYeXNyYFrutCKqc/edit?tab=t.0> >> all about our survey program - what they are, when we send them, and how we >> follow up with client feedback. It is super important that we regularly >> review Medallia feedback (e.g., weekly at pipeline meetings), assign >> ownership for follow ups, and make/document the necessary changes to >> improve overall satisfaction. >> >> If you have any questions about Medallia, our follow up process, or would >> like additional information on how your site is performing, reach out to >> medallia-support@thekey.com and we will be happy to help. >> >> Thanks for tuning into this week's FFF! As always - Audra and I are here >> to support! >> >> [image: image.png] >> >> >> Bee Scherer >> >> National Director, Client Experience | TheKey >> >> Mobile: 425.429.1064 >> <https://thekey.com> >> >