With the MemberView Saves, Opportunities, Social Media report, you can track your responses to dissatisfied members or those who request a follow up to their survey. You can also track sales lead fulfillment, member social shares, and member testimonial permissions.

Accessing the Saves, Opportunities, Social Media Report via the Online Portal

Follow these steps to access the Saves, Opportunities, Social Media report once you’ve logged into MemberView.

Choose the Reports option at the top of the initial dashboard.

1. Select Saves, Opportunities, Social Media from the report type drop-down menu.
2. Choose the date range you want to view.
3. Click on the orange Run Report button.

Accessing the Saves, Opportunities, Social Media Report Via Email Alerts

Before using the Saves, Opportunities, Social Media report you will want to set up email alerts to notify your team when members are dissatisfied or they request more information about products and services.

Team members who receive email alerts can go directly to the Saves, Opportunities, Social Media report in MemberView from a link within the email alert to view a survey and respond to a member.