The Feedback page is the place in Usabilla where you have an overview of all incoming feedback items. To use this page effectively, however, it's critical that every user only sees the feedback that's relevant for them. In this article we'll show you how you can:
- Create a custom view of the Feedback page, only showing relevant items for you
- Send an email notification every time a new Feedback Item comes in that's relevant for you
To make sure you see the feedback that is relevant for you, we need to start using the filters. In the Feedback Page, you can filter on the following Feedback Attributes:
- Button: Select one, or multiple, buttons for which you want to see the Feedback Items
- Date: The date range for which you want to see all items
- Mood: Select one or multiple moodscores. You'll only see the items that have these scores
- NPS: Select a range of NPS scores that you want to filter out. Only works if you ask an NPS question.
- Status: Filter on the status of an item (New/Read/Archived)
- Comment (includes or excludes): Enter a word or sentence and filter on items that contain/don't contain this word or sentence in the comment field.
- Email: Only show feedback items where a visitors left their email address
- Label(s): filter on all items that include/exclude one or multiple labels
- URL: Filter out all feedback that's generated from a particular section of your site based on URL
- Device: Filter on device type(s) (mobile/tablet/desktop)
- Browser: Filter on browser type(s)
- Operating System: Filter on operation system(s)
- Custom Variables (includes or excludes): Filter on items that contain/don't contain specific custom variable values.
- Feedback ID: Filters on Feedback ID
- Viewport: Filter on specific viewport ranges
- IP address: Filter on feedback that includes/excludes certain IP addresses (e.g. used to filter out test items left from your own office)
Once you've used the filters to see only the relevant feedback for you. You can save these filter options by clicking 'New Save Filter'.
After this you can give a name to your saved filter, and assign it to your account and/or to the account of a team member. To also assign it to a team member account, simply enter his/her email address (they do need to have a Usabilla account).
If you click save, the Saved Filter will now be available in the dropdown menu on the top of the filters. You can save as many filters as you'd like.
If you want to receive automatic email notifications for each new feedback item that adheres to your saved filter, simply check the 'Send email updates for this search' checkbox when creating a saved filter. After you've set the Format and Frequency you can save the filter, and you'll receive automatic emails for this filter.
Note: If you've assigned a saved filter to a team member, and set up an email update, your team member will also receive the email update.
Want to remove a saved filter or email update from your account? You can do that from your Account Settings.
Example of Saved Filters for different user roles:
At Usabilla our support team wants to be updated every hour for feedback that's left in our backend. That's why they've created a saved filter with the following settings:
Button: Usabilla backend
URL (starts with): https://app.usabilla.com
The email updates settings look like this:
Our product owner is not logging into the Usabilla backend on a daily basis. But he does want to receive feedback on bugs that occur in the backend on a daily basis. He's also interested in the suggestions that our users have for us, both on our public website and from our backend. His saved filter looks like this:
Buttons: Usabilla Backend, Usabilla.com - Desktop, Usabilla.com - Mobile
Label(s): Bug OR Suggestion
Since he just wants one update a day with an overview of feedback items, his settings look like this:
Our recruiter is very interested what people think about our Jobs pages. Do potential applicants like our job postings, do they have questions? She'd like to know. Because she receives automatic emails, she hardly ever has to log in to the Usabilla backend. She gets all the data she needs in her inbox.
Her saved filter looks like this:
Buttons: Usabilla.com - Desktop, Usabilla.com - Mobile
URL (starts with): https://jobs.usabilla.com/
Her saved search is saved like this:
Our data analyst doesn't work in Usabilla itself, but wants to receive periodical exports of all the feedback that we receive in Usabilla. He works with Automatic Exports. You can set these up by clicking the Export button, and pick 'automatic export'.
Next he configured the automatic export to arrive weekly on a Wednesday in the email settings:
Just a few examples of stakeholders within our teams, who use different filters to get the feedback that's relevant for them.