Rebecca Secor
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Activity overview
Latest activity by Rebecca Secor-
Rebecca Secor created an article,
Member Effort Score
The essential idea behind the Member Effort Score in the credit union industry, is that reducing the effort required for your members to do business with you will result in fewer detractors and a b...
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Rebecca Secor created an article,
Our file was processed, but very few invitations were “delivered”. What does this mean?
If very few invitations from your file have a Delivered status, it may be that a large portion of the records in your file were for members who have already recently been surveyed. Your system has ...
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Rebecca Secor created an article,
What does it mean when an invitation’s status is “skipped”?
There are times when your files contain records but the invitations cannot be sent to some of the records in the file. Invitations are skipped for one of two reasons: The member opted out of recei...
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Rebecca Secor created an article,
What does it mean when an invitation’s status is “bounced”?
Invitations bounce when the system attempts to deliver a survey invitation, but receives a message that the email was undeliverable or bounced. Bounces can be hard, which means the email was comple...
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Rebecca Secor created an article,
How can I remove a tag that is no longer needed?
Sometimes you may have tags that were created in error, or that are no longer needed, and need to be deleted. Only Satmetrix can delete tags. Please submit your tag or list of tags to be deleted by...
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Rebecca Secor created an article,
How do I adjust the chart to show the information I want?
In order to get the chart to show the information you want, you may need to adjust the Dates, Group By setting and/or Filters and/or Display Settings. It's easiest if you simply start at the t...
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Rebecca Secor created an article,
How can I share a Dashboard with other users?
You can easily share dashboards to collaborate with your colleagues. To share a dashboard: Click the share icon in the top right. This will open the Share window. Choose the people you want to sha...
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Rebecca Secor created an article,
How can I see scores by Branch/Employee/Age Group/etc.?
Many Credit Unions need to see scores broken down by Branch, Employee (Agent) or possibly Age Group instead of one overall score. Add your chart, then click Group By to split your data into up to...
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Rebecca Secor created an article,
How can I trend scores by month?
There are times when you may want to see how your score has trended from month to month or quarter to quarter. To do this: Pull up your chart Select a date range that spans several months or the t...
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Rebecca Secor created an article,
How do you calculate Net Promoter Score (NPS)?
Net Promoter Score (NPS) is simple to calculate. First we ask your members to rate how likely is it that you (the member) would recommend the credit union to a friend, family member or colleague?...