Re: Fun Fact Friday!

From
Stephanie Robles <srobles@thekey.com>
To
Bridgett Scherer <bscherer@thekey.com>
CC
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
2026-03-20 11:56:30
Folder
INBOX
--000000000000c01c25064d77919e Content-Type: multipart/alternative; boundary="000000000000c01c24064d77919d" --000000000000c01c24064d77919d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks for this information! I did not know!! On Fri, Mar 20, 2026 at 10:01=E2=80=AFAM Bridgett Scherer 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 t= he > contacts in Wellsky with an email and mark them as the Primary Contact fo= r > 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 critica= l > 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 > > 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]

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