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Retail Configuration Overview - Getting Started
Retail Configuration Overview - Getting Started

Unsure where to start? Check out our recommended starting configuration for our Retail customers who are new to the platform.

Updated over a year ago

Use Medallia Concierge as an additional channel of communication to help your associates provide the best possible customer experience for all shoppers.

Below is our recommended starting configuration and platform setup for Retail customers who are new to the Medallia Concierge platform

KEY INTERACTIONS to think about:

  • Follow up with your customers when specific items or select styles are back in stock.

  • Handling customer FAQs on store location or hours of operation

  • Answering customer questions around inventory and sizing options

  • Offer the convenience to ship or hold items for pickup at the store

  • Send group messages to local customers around upcoming promotions/sales

  • Automatically respond to customer questions after hours

TEMPLATES to create to help standardize replies to FAQs:

  • Store Hours Template

  • Store Directions and Location

SEGMENTS to create to help you with grouping your guests by key attributes:

  • Local Customers

  • Style Preference

ZINGS to create to automate your communication and processes:

  • Registration Zing

  • Escalation Zing

  • Autoresponder

Want to see a step by step walkthrough of this and other Retail use cases? We've got you covered, check out the video section of our knowledge base for our in depth video tutorials.

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