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First Steps to Success

Start your Medallia Concierge journey by putting your best foot forward with these tips

Welcome to Medallia Concierge! Let's get you started with your new subscription. To access the inbox for the first time, go to your email and look for a message from Medallia Concierge inviting you to the service. Select Join your team to set up credentials.

Important note: Google Chrome is the preferred browser for Medallia Concierge, be sure to access the inbox from a supported internet browser for best results.

Now that you're in, we recommend incorporating the following features to ensure that you’re using the software to its fullest potential:

  • Upload Contacts - If you can export your contacts to an excel sheet, you can upload them into Medallia Concierge.

  • Group Messaging - Learn about sending messages to groups of contacts.

  • Autoresponder - Set your hours of operation so your contacts know when to message you.

  • Add Users - Share the workload, give your team access to the system.

  • Templates - No need to type it out when you can point and click! Make things easier for yourself and your team with Templates.

  • Escalation Zing - Monitor responsiveness of the team with set email alerts of unresponded messages in Medallia Concierge with Escalation Zings.

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