Re: Daily Report: Client Survey Responses

From
Joey Taylor <joey.taylor@thekey.com>
To
Bridgett Scherer <bscherer@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Monica Johnston <johnstonm@thekey.com>, Megan Edusada <megan.edusada@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Wed, 10 Dec 2025 14:44:56 -0500
Folder
INBOX
--0000000000001de0a006459e44b7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you. Any client who has the " French Speaker" tag should be excluded from any type of communication from corporate unless we have French translation. On Wed, Dec 10, 2025 at 2:31=E2=80=AFPM Bridgett Scherer wrote: > Moving forward you can let Megan or I know about any inaccurate surveys > being sent and we can help look into what might be happening! > > Thanks all > > > Bridgett Scherer > > Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > > > On Wed, Dec 10, 2025 at 11:17=E2=80=AFAM Timothy Thomas w= rote: > >> Thanks for the clarification. >> >> On Wed, Dec 10, 2025 at 12:32=E2=80=AFPM Monica Johnston >> wrote: >> >>> Sorry I should have mentioned I checked in clearcare and for this clien= t >>> it was "French Speaker" which is why they still got the survey. So I wi= ll >>> add this to our exclusion going forward. >>> >>> On Wed, Dec 10, 2025 at 11:21=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Thanks Monica >>>> >>>> Joey, please confirm which profile tag is used on this client. >>>> >>>> Thanks >>>> >>>> On Wed, Dec 10, 2025 at 12:13=E2=80=AFPM Monica Johnston >>>> wrote: >>>> >>>>> Tim, >>>>> >>>>> I am adding Megan and Bridgett to this thread. Since the quality team >>>>> owns Medallia, I think it is best to contact them first regarding any >>>>> survey related issues. If they determine it's a data integration issu= e then >>>>> the best email to use for my team is workato-support@thekey.com so >>>>> that way it goes to my whole team. >>>>> >>>>> Regarding this specific issue with the tags, I found that ClearCare >>>>> contains many profile tags related to French speakers. For Montreal w= e are >>>>> filtering out the ones named "French Speaking" and "Speaks French" bu= t it >>>>> seems like those are more commonly used for caregivers rather than cl= ients. >>>>> For clients it seems that they mostly have a tag named "French Speake= r". I >>>>> will make sure we add this additional tag to the exclusion for Montre= al >>>>> ASAP. >>>>> >>>>> One other question: I also see a tag named "French - No APP". Should >>>>> we also exclude clients with that tag as well? >>>>> >>>>> Thanks, >>>>> Monica >>>>> >>>>> -- >>>>> >>>>> Monica Johnston >>>>> Director, Data Platform and Services >>>>> >>>>> johnstonm@thekey.com >>>>> >>>>> >>>>> >>>>> (531) 252-0579 >>>>> >>>>> >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> On Wed, Dec 10, 2025 at 8:31=E2=80=AFAM Timothy Thomas wrote: >>>>> >>>>>> Hi Monica, >>>>>> >>>>>> Do you oversee the Medallia integration with Wellsky? One of our >>>>>> French clients in Montreal received the Medallia survey which they >>>>>> shouldn't because of a profile tag we have implemented. >>>>>> >>>>>> If not, please let me know who does. >>>>>> Thanks! >>>>>> Tim >>>>>> >>>>>> ---------- Forwarded message --------- >>>>>> From: Joey Taylor >>>>>> Date: Wed, Dec 10, 2025 at 9:18=E2=80=AF

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