You’ve had a call with your Emissary advisor–now what?

It’s feedback time!

This guide will show you how to submit feedback for your Emissary engagement calls. You can now do this from your dashboard on Emissary Exchange.

Your feedback is an important part of the Emissary program, as it helps us suggest better advisors for your accounts. It only takes three minutes (yes, we timed it)!

Here is how you do it:

Post-Call Feedback
(Single Call & Multi-Call Engagements)

1. After a call takes place, you will receive an email asking for feedback on that call. The link in the email will take you directly to the feedback page. Skip to Step 4. The email looks like this:

Alternatively, if you’re accessing feedback forms through your dashboard by logging into Emissary Exchange, please select the corresponding engagement under the ACTIVE tab.

2. Once on the engagement page, in the PAST CALLS module, click on the box “Tell us how your call went” to the left-hand side.

3. On the feedback page, click RATE CALL under the “Review Past Call” heading.

4. A pop-window will surface with a few questions. Please fill it out and provide any relevant information for your call. Click SUBMIT. Only the Emissary team will see your feedback; we do not share it with advisors.

5. Once you have successfully submitted feedback, you will see the notification below.

Post-Engagement Feedback
(Multi-call Engagements Only)

1. After the engagement is completed and closed, you will receive an email asking for feedback on the engagement as a whole. The link in the email will take you directly to the feedback page. Skip to Step 4. The email looks like this:

Alternatively, if you’re accessing the feedback forms via your dashboard by logging into Emissary Exchange, please select the corresponding engagement under the COMPLETED tab.

2. Once on the engagement page, in the PAST CALLS module, click on the box “Tell us how your engagement went” on the left-hand side.

3. On the feedback page, click REVIEW ENGAGEMENT.

4. A pop-window will surface with a few questions. Please fill it out and provide any relevant information for your engagement. Click SUBMIT. Only the Emissary team will see your feedback; we do not share it with advisors.

5. Once you have successfully submitted feedback, you will see the notification below.

If you have any questions or concerns about the feedback process, please reach out to us at support@emissary.io.