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First Steps to Success

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

Updated over a year ago

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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