Pre-Renewal Survey

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sophia.moradian
sophia.moradian Member, ALL USERS, Employee Posts: 5 Contributor
in Anaplan Community

If you are a Renewal Manager, it is your responsibility to send a Pre-Renewal survey to your main customer contact(s) and coordinate with the broader Account team before and after doing so. Follow these detailed instructions to learn how to send the Pre-Renewal survey to your customers via Salesforce! 

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1. Select the first Renewal Contact to send the survey to

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2. Ensure contact details in Salesforce are accurate

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3. Click the "Add to Program" button

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4. Select "Renewals Survey" in the dropdown menu

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5. Click "Schedule" to send the survey

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Note: Here is the Renewal survey your contact will receive.

6. Check Salesforce "Invitations" to confirm the survey was sent

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7. Repeat Steps #1-6 for all contacts you want to send the Renewal survey to

  

8. Check the "Invitations" tab in Medallia

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9. Receive feedback notification, view feedback, & follow-up with your customers

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Learn more about how else we capture feedback along the customer journey via our VOC Program page.

Questions?

 

 

 

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