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Social Media Push Tracking in MemberView
If you have chosen to include a social media push option at the end of your MemberView surveys, you can track activity via MemberView’s social media report. You can learn how to access the Social Media report here.
A Tour of the Social Media Report
The Social Tab on the MemberView Saves, Opportunities, Social report provides a robust tracking system for social media shares.
- Select the Social Media Tab to view a list of social shares.
- The gauges at the top of the screen show you the number of shares for the time period you’ve selected and the median Promoter score of all sharers.
- A chart shows you the number of shares by social platform.
- You can filter the report by
- Social Platform
- Promoter Status—Promoter, Passive or Detractor
- Coaches (Users with Executive level access will see all coaches. Users with Coach level access will only see members assigned to them.)
- Survey Number. Click on this link to view the entire survey.
- 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.
- Member Name.
- Member Email.
- This shows the type of member experience survey that the member received.
- Coach and Branch or Department. This column indicates where the member interaction occurred. Coaches will see all interactions that occurred in their branch or department.
- 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 social sharing option on their surveys to Promoters.
- Social Platform. This column shows the social platform the member used for sharing.
- A pencil icon appears in this column is a user has left a note about the share such as a follow-up or comment on the share. To view the complete survey and the notes or to add a note, click on the survey number in the first column.
