Re: Fun Fact Friday!

--000000000000225988064d76bd1a Content-Type: multipart/alternative; boundary="000000000000225986064d76bd19" --000000000000225986064d76bd19 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Wow! That is AMAZING to know. Thank you! Sarah Prestley Client Success Manager | TheKey Mobile: 707-754-8440 On Fri, Mar 20, 2026 at 8:01=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] > > > Bee Scherer > > National Director, Client Experience | TheKey > > Mobile: 425.429.1064 > > --000000000000225986064d76bd19 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Wow! That is AMAZING to know. Thank you! Sarah Prestley Client Succ= ess Manager | TheKey Mobile: 707-754-8440 On Fri, Mar 20, 2026 a= t 8:01=E2=80=AFAM Bridgett Scherer < bscherer@thekey.com > wrote: Hi all,=C2=A0 Welcome to another episode of Fun Fact Friday! Today we wanted to rem= ind everyone about Medallia Surveys! Did you kn= ow... if your client doesn't have a primary contact listed in Wells= ky with an email, your client=C2=A0will not receive=C2=A0ANY of our Medalli= a 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 f= or a survey to deploy. It's super easy and should be part of your Wells= ky client set up: Please ensure that all clients = - new and existing=C2=A0- have an email and primary contact associated in W= ellsky. Missing this means we miss critical feedback opportunities from our= clients, which are exceptionally valuable for understanding how we can imp= rove their experience and keep them on service longer.=C2=A0 = Additionally, don't forget that we have a comprehensive Medallia Playbook all abo= ut our survey program - what they are, when we send them, and how we follow= up with client feedback. It is super important=C2=A0that we regularly revi= ew Medallia feedback (e.g., weekly at pipeline meetings), assign ownership = for follow ups, and make/document the necessary changes to improve overall = satisfaction.=C2=A0 If you have any questions abou= t 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 wee= k's FFF! As always - Audra and I are here to support! Bee Scherer= National Director, Client Experience |=C2=A0 TheKey Mobile: 425.429.1064 = = --000000000000225986064d76bd19-- --000000000000225988064d76bd1a Content-Type: image/png; name="image.png" Content-Disposition: inline; filename="image.png" Content-Transfer-Encoding: base64 Content-ID: X-Attachment-Id: ii_mmxqkq4q1 iVBORw