B2B: Onboarding Experience
About the App
|
Description |
Enables account managers, sales leaders and key onboarding staff to understand and take action with new customers early in their experience, and drive continuous improvement in sales & onboarding processes. Integrates into the overall 360° account satisfaction view. | |
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Prerequisite |
B2B: Base | |
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Intended Trigger |
15-30 days after the start of product/service use. | |
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Hierarchy Unit |
Account | |
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Survey Forms |
1 |
Onboarding Survey |
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Survey Modes |
1 |
Feeded Web Survey via Medallia Best Practice Template HTML Email Invitation |
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Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
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Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
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Reporting Roles |
5 |
Admin, Insights, Executive, Onboarding Lead, Onboarding Team The Admin, Insights, Executive roles are shared by all B2B Solutions included in this scope of work. |
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Alerts |
3 |
Detractor, Passive, Promoter |
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Closed Loop Feedback Forms |
1 | |
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Template Data Integrations |
1 |
• Invitation feed (up to 12 templated fields) |
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Automated Batch Exports |
1 |
Record-level |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the B2B: Onboarding Experience BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
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B2B Onboarding - Data Design | |||
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B2B Onboarding - Survey and Branding Specification |
B2B Onboarding - Survey and Branding Specification Google Drive | ||
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B2B Onboarding - Dummy Data |
N/A | ||
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B2B Onboarding - Translations |
