Re: Detractor Visibility Report Now Available

From
Yukari Roberts <yroberts@thekey.com>
To
Sericca Latimer <slatimer@thekey.com>
CC
Bridgett Scherer <bscherer@thekey.com>, Regional Directors <regionaldirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>, Shadi Gholizadeh <shadi@thekey.com>, Megan Edusada <megan.edusada@thekey.com>
Date
Mon, 28 Jul 2025 16:05:36 -0700
Folder
INBOX
--00000000000034cbac063b05556f Content-Type: multipart/alternative; boundary="00000000000034cbab063b05556e" --00000000000034cbab063b05556e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Bee! On Mon, Jul 28, 2025 at 12:02=E2=80=AFPM Sericca Latimer wrote: > Thank you Bee! > > All my Best, > > Sericca Latimer > > General Manager | TheKey > > Mobile: 509.666.5252 > > > > > > On Mon, Jul 28, 2025 at 10:42=E2=80=AFAM Bridgett Scherer > wrote: > >> Hello RDOs and GMs, >> >> The Medallia team is pleased to report that you now all have a new modul= e >> 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 ho= w >> 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 office= s >> 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 tea= ms >> 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 t= his >> 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 issue= s >> 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 >> >> >> > --=20 Yukari Roberts General Manager * Please note my email has

Thread (1)