Fun Fact Friday!

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>