If you have chosen to include a testimonial solicitation option at the end of your MemberView surveys, you can track activity via MemberView’s testimonial permissions report. You can learn how to access the report here.

A Tour of the Testimonial Permissions Report

The Testimonial Permissions Tab on the MemberView Saves, Opportunities, Social Media report provides a robust tracking system for member testimonials.

1. Select the Testimonial Tab to view a list of testimonial permissions.
2. The gauges at the top of the report show you the number of testimonials you have available for use as well as the number you’re using and have retired.
3. You can filter the report by share status.
4. Survey Number. Click on this link to view the entire survey.
5. Date of Survey. This is the date the member completed the survey, not the date the member interaction took place.  To find out the date of the interaction, click on the survey number in the first column and look at the survey header.
6. Member Name.
7. Member Email.
8. This shows the type of member experience survey that the member received.
9. Promoter Designation. This column shows Promoters (those who give a score of 9 or 10 out of 10), Passives (those who give a score of 7 or 8 out of 10), or Detractors (Those who give a score of 0 through 6 out of 10).  Many credit unions only give the testimonial option on their surveys to Promoters.
10. Permission to Use Name. Some credit unions give members the option to share a testimonial with or without their name.  This column indicates whether the member has given permission to use his/her name.
11. This shows whether a testimonial is “Unused,” “Shared,” or “Retired.”  You can change the status of a testimonial by clicking “Change Status” in this column.
12. Date Shared. When you move a testimonial from “Unused” to “Shared” in the Status column, this column populates with the share date.
13. A pencil icon appears in this column is a user has left a note about the testimonial such as a follow-up or comment on the testimonial.  To view the complete survey and the notes or to add a note, click on the survey number in the first column.