Detractor Visibility Report Now Available

From
Bridgett Scherer <bscherer@thekey.com>
To
Regional Directors <regionaldirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>
CC
Shadi Gholizadeh <shadi@thekey.com>, Megan Edusada <megan.edusada@thekey.com>
Date
Mon, 28 Jul 2025 10:41:55 -0700
Folder
INBOX
📎 image.png
--000000000000d5ae3c063b00cf7c Content-Type: multipart/alternative; boundary="000000000000d5ae3c063b00cf7b" --000000000000d5ae3c063b00cf7b Content-Type: text/plain; charset="UTF-8" Hello RDOs and GMs, The Medallia team is pleased to report that you now all have a new module on your Medallia Dashboard, allowing you to view the status of Detractor alerts for your office. . Below is a step-by-step with screenshots on how to access, view, and set filter parameters for this report. The Medallia Playbook is being updated with this information for future reference. Your main Medallia Dashboard now includes a new tab at the top, titled "Closed Loop": [image: image.png] On this page, you can set your own date parameters and associated offices to view your detractors and their current status: [image: image.png] There are several pre-created date ranges available, but you can also create your own date range at the bottom of the "Time Period" drop down; select "custom time periods": (we have ours set to being 7/16/25 - today, as this is when the new detractor alert process went live.) [image: image.png] From here, you can now view all of the detractor alerts within your defined parameters, and their current status (new [no action taken], in process [assigned and notes added], or closed [closed by GM]): [image: image.png] Continuing to scroll down on this page will also show you the details of each alert shown on this report. Clicking the "View Full Response" will take you directly to the response page where you and your operations teams can take action on these alerts. [image: image.png] As a reminder, Detractors are to be assigned and responded to within 24 hours of receipt. General Managers and Regional Directors of Operations have the ability to assign alerts under the "Head of Division - TheKey" role in Medallia. This should be your primary role - if you do not see this as your role when logging in (top right corner), please reach out to medallia support and we can adjust your role permissions: [image: image.png] The Medallia Playbook will be updated shortly with this information. As always, if you have any issues with assigning alerts, or any other issues with Medallia, please reach out to myself or Megan Edusada at medallia-support@thekey.com Cheers, and thanks all for your adherence to the new alert process! Bridgett Scherer Director, Client Experience | TheKey Mobile: 425.429.1064 --000000000000d5ae3c063b00cf7b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello RDOs and GMs,=C2=A0 Th= e Medallia team is pleased to report that you now all have a new module on = your Medallia Dashboard, allowing you to view the status of Detractor alert= s for your office. . Below is a step-by-step with screenshots on how to acc= ess, view, and set filter parameters for this report. The Medallia Playbook= is being updated with this information for future reference. Your main Medallia Dashboard now includes a new tab at the top,= titled Closed Loop : On this page, you can set your own = date parameters and associated offices to view your detractors and their cu= rrent status: There are several=C2=A0pre-created date ran= ges available, but you can also create your own date range at the bottom of= the Time Period drop down; select custom time periods&qu= ot;: (we have ours set to being 7/16/25 - today, as this is when the new de= tractor alert process went live.) From here, you= can now view all of the detractor alerts within your defined=C2=A0paramete= rs, and their=C2=A0current status (new [no action taken], in process [assig= ned and notes added], or closed [closed by GM]): = = Continuing to scroll down on this page will also show you the details of ea= ch alert shown on this report. Clicking the View Full Response = will take you directly to the response page where you and your operations t= eams can take action on these alerts.=C2=A0 As a reminder= , Detractors are to be assigned and responded to within 24 hours of receipt= . General Managers and Regional Directors of Operations have the ability to= assign alerts under the Head of Division - TheKey role in Meda= llia. This should be your primary role - if you do not see this as your rol= e when logging in (top right corner), please reach out to medallia support = and we can adjust your role permissions: The Medallia Playbook will b= e updated shortly with this information. As always, if you have any issues = with assigning alerts, or any other issues with Medallia, please reach out = to myself or Megan Edusada at medallia-support@thekey.com Cheers, and thanks all for your adherence to the new alert process= ! Bridgett Scherer Director, Client Experience |=C2=A0 TheKey Mobile: 425.429.1064 <img src=3D"https://lh7-rt.googleusercontent.com/docsz/= AD_4nXeUO7flSLQydvTJYONn_BZE5ZqpF2M2xnCk0fLqiMSfvVv19USQj6sEydgZTeyQ-jY3eJO= qwHLLape2qBFd7gC5zTcRzlSuKjzc6-FO_zMXhIv37zEfpDtrRVGosghQH2rPTg7aNQ?key=3DV= 5mKPZVpqe0VLiGYg_VB1A75" width=3D"242" he

Thread (50)