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How Quicken Increased Its NPS Score by Over 10%

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The Challenge

After trying out 4 community platforms over the past 11 years, Quicken was still unable to set adequate permissions, filter community spam and collect adequate analytics.

Choosing Higher Logic

Quicken was surprised to learn that Higher Logic Vanilla offered everything they wanted, including an effective spam filter, permissions and editing capabilities, without being ridiculously overpriced.

The Results


Helpful Rating for Search

Whereas before it was in the 30-40% range.



As the result of gamification and automated ranking features.


Increase in NPS

Because of a better community experience and more helpful content.

The Ability

to Identify Superusers Easily

Using gamification and tracking those with the most points.

“With Vanilla, we saw results immediately. Since we’ve made the switch, our NPS has increased by over 10%!”

Kathryn Bergeron

Group Manager of Digital Care, Quicken

When Peer Reviews Lead the Way

Kathryn started her search by taking a look at a variety of other community forums out there, and examined their functionality, design and layout. Subsequently, every forum that caught her eye as a seasoned community professional turned out to be a Higher Logic Vanilla community. Right off the bat, she could tell that each of these communities were highly customized and uniquely catered to the member profile of each community.

With her checklist in hand, Kathryn started to look into what Higher Logic Vanilla’s platform offered. “When I started looking at the reviews, I found that Vanilla had everything that we needed and it wasn’t ridiculously overpriced.” She continued, “a lot of platforms out there charge a bunch of money for things that you don’t even need. That’s why Higher Logic Vanilla was so appealing; you could choose exactly what you need and then customize it to suit your brand.”

At the end of the day, Higher Logic Vanilla hit every checkbox on Kathryn’s list, including the biggest one: effective spam prevention.

After comparing forum reviews and browsing a number of Higher Logic Vanilla communities herself (with screenshots of her favourites pinned to her new community moodboard) Kathryn was ready to make the Higher Logic Vanilla switch.

The Migration: Straight-forward on the Vanilla Side

Quicken was no stranger to migrating databases to a new community platform; they’d done it before multiple times. What Quicken was a stranger to, however, was having the process be relatively straightforward. Kathryn, having been through the process before, expected there to be “a few hiccups along the way,” however the source of the hiccups was unexpected.

“We could have had a smoother migration because getting the data and information from [our previous vendor] was difficult—they didn’t make it easy for us to leave,” Kathryn noted, “but once we got the data to Higher Logic Vanilla, it was very straightforward.”

Kathryn really had nothing to worry about. The team at Higher Logic Vanilla had migrated hundreds of large databases before, and the Quicken database full of years of institutional and community knowledge was no exception.

The Outcomes: 5th Time is the Charm

In addition to finally having everything on their checklist, Quicken took advantage of a number of Higher Logic Vanilla features that they didn’t have access to before they made the switch, including the advanced search function. In a community that has a lot of different types of content, providing members with the ability to quickly search what they’re looking for has immense value, and Kathryn found that this function alone had a huge impact.

As Kathryn stated, “we saw a huge jump in the ‘helpful’ rating. Now we’re consistently seeing a helpful rating in the 80-90% range, whereas before it was in the 30-40% range. It’s a remarkable jump, and it’s because people can actually find things now.” Gamification is another new community feature that Quicken has started to use for the first time. “Thanks to the automated ranking feature, we are seeing more traction in the community,” noted Kathryn, “it’s a lot easier for users to enter the community and encourages them to stick around a little bit longer.” As a result, the Quicken community has seen an increase in engagement and member participation.

Additionally, Quicken has started to use community gamification to help identify potential SuperUsers. The ability for members to be rewarded points for best answers and climb the ranks allows Kathryn and the community team to keep an eye out for those who have potential to become a community leader. This was a nice change for Kathryn, as in the past, SuperUser identification would have to be done manually, on an ad hoc basis.

Moreover, with the Vanilla permissions, SuperUsers can now be granted special editing permissions that they didn’t have access to before. “The ability to give editing tools to SuperUsers, or anyone, was really an all or nothing proposition with our previous platform,” said Kathryn, “so in order to give SuperUsers any editing ability, I would have had to give them full access to the entire community, which included other users email addresses. So it was really not possible. Now that we’re with Higher Logic Vanilla, we can finally do this, and it’s a big bonus!” Kathryn notes that another bonus is easy management of user suggestions with the Ideas feature. “We can easily capture and filter user suggestions and pass these to our product team, so they can prioritize what they develop for our users,” says Kathryn. “We can then close the loop and let users know that their contribution helped us to improve the product.”

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"We saw a huge jump in the ‘helpful’ rating. Now we’re consistently seeing a helpful rating in the 80-90% range, whereas before it was in the 30-40% range. It’s a remarkable jump, and it’s because people can actually find things now."

Kathryn Bergeron

Group Manager of Digital Care, Quicken

Quicken's Community Wish List

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Good Spam Filters

“With Vanilla, the spam in our community basically disappeared immediately. It gave us so much more time to work on other more strategic community issues.”

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“Not only can you change things around to match your own branding, but you can also control the permissions and editing capabilities. It’s something we’ve never been able to do.”

Excellent Support

“Higher Logic Vanilla is, not to sound redundant, but the only successful success team I have ever worked with. They’ve been great!”

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Smooth UI & UX

“Our UI and UX has improved drastically with Higher Logic Vanilla since we now have the power to customize our community, and our members have noticed!”

Reflecting on the Quicken Journey

Quicken refused to settle for anything but the best; they show us that it’s okay to try and try again until you get it right. Their long, 11 year journey through different community platforms was what led them to the immense success they are seeing now. Without experiencing what worked and what didn’t they might not have ended up where they are today. Ultimately, Quicken is a perfect example of harnessing all the knowledge from previous lessons and using it to make strong, informed decisions. If you’re thinking about how Vanilla can remedy some of your community issues, reach out to us, we’d love to chat.

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