Close the loop with your customers

If you're keeping track when customers, prospects, and lost deals ask for specific features, you should really get credit with those people when you ship features they want.

This has always been possible in Savio, but now it's a lot more powerful. Here's why.

See Requests that need loop closing

First, when you look at your list of Feature Requests, you can click "Shipped" to see the features to notify your customers about:

fr-list-shipped-features.png

Select people to contact

When you click into a feature, you can select the people to contact:

select-users.gif

Write your email

Then, you can write your "Close the loop" email (or use a template that you've written):

email-customers.png

Fits your workflow

You can BCC your CRM and make sure replies are routed to the right place (like your help desk):

reply-to-and-bcc.png

Delight your customers

Close the loop and get replies like these (these are actual emails we've gotten when we've closed the loop):

happy-customers.png

happy-customers2.png

More

It's not just about loop closing - you can also use this feature to email customers to clarify their problem and validate your solution.

You can read more about closing the loop here and try it out on Savio here.

If you need a Savio account, you can sign up for one here.

Edit a user's info

Since Savio imports your users from Intercom, Segment, or your app, you don't usually need to edit them.

But in case you do need to, now you can edit a user's name, company, and email address. Here's how:

savio-edit-user.gif

Smoother triaging

We've added a handful of tweaks to the feedback triage flow to make it a little nicer.

Saner Ordering

When you archive a piece of feebdack we now correctly move to the next oldest piece of feedback in your inbox vs. jumping all the way back to the top.

If your inbox has items…

A <— newest

B

C

D <— oldest

If you start on C then it will go DAB

If you start on A it will go BCD

If you start on D it will go ABC

Create full Feature Requests without leaving triage

You can pop up the full create feature request dialog right from the triage page via a link in the feature request help text. The “simple” create by typing in the dropdown approach is still there but if you want to flesh the Feature Request out more fully by adding a description, priority, tags etc. without loosing your triage flow now you can.

Triage_Feedback___Savio.jpg

Skip to Pervious or Next

If you aren't quite sure how to handle a piece of feedback and you want to skip it without loosing your place or jumping back to the inbox there are now “previous” and “next” links by the Archive button. These are also wired up to j/k keyboard shortcuts.

Triage_Feedback___Savio.jpg

Better filtering of numeric Custom Attributes like MRR

Have you found filtering on numeric attributes like MRR a bit frustrating? If so you're going to like the latest enhancement to Custom Attribute filtering.

Before we pre-picked the list of values for you using the "Grouped Select" widget. Often the choices we picked for you weren't the ones you wanted.

Now you can filter using any value you want.

For example, with the new UI if you want to filter for all Feedback from customers with MRR greater than $500 dollars you just pick greater than or equal to (>=) and enter the value 500 and you're good to go.

Here's what the new UI looks like…

Feature_Requests_List___Savio.jpg

Find Feature Requests and Feedback for a specific person or company

Ever want to see Features Requests (or Feedback) from a specific person or company? Us too.

So as of today you can use the filter bar to see requests or feedback from a specific person:

user2.gif

Or from everybody at a specific company:

company.gif

Also, a person's name (and company) now link to the Feature Requests view filtered for that person (or company):

user-info.gif

Better feedback and feature request search

Have you found (or not found as the case may be) searching for Feedback and Feature Requests to be like looking for a needle in a haystack?

Good news, search has improved.

There are two main improvements:

  1. Stemming. For example, if you search for "request" we'll find sensible variations of the word like "requesting", "requested" and "requests".

  2. Partial word matching. For example, if you have a piece of feedback that contains the words "Fuzzy search" and you search for "fuzz" we'll find it.

What did you ship last month?

We send out a "Product Updates" email every month which outlines the features we've built.

But figuring out the features to include in that email was tough, even though we had the list in Savio.

So we improved it it.

You can now find features marked "Shipped" between any two dates (or on a specific date).

So, for example, here's the list of features we shipped last month. It'll be super easy to send our Product Updates email with this view: Feature Requests List | Savio 2019-11-01 16-02-07.png

It's simple to find features that you shipped by date:

  1. Visit your feature requests list
  2. Open the Filter Bar by clicking the Feature Requests List | Savio 2019-11-01 11-39-22.png button at the top right side of the page
  3. Enter the dates range that you want to see shipped features for in the "Features Shipped Between" input: Feature Requests List | Savio 2019-11-01 16-01-19.png
  4. Submit the form and you'll have your list!

Send your Feedback into Savio with an API or Zapier

Want to put feedback into Savio from your own app? The Savio API can help.

Want to send feedback from a tool that we don't yet have a native integration with, like SurveyMonkey or a NPS tool? You can use the Zapier integration for that.

Export your Feature Requests and Feedback

Want to run more detailed analysis on your feature requests? As of today, you can export your list of feature requests, along with each piece of feedback, the customer who left it, their MRR, plan, status (active, churned, lost deal, prospect, internal teammate, other), and any other custom attributes you've sent into Savio.

Just click this magic button at the bottom of your Feature Requests list and we'll generate a CSV of the current filtered list (it'll include all pages in the list, not just the visible one).

Feature Requests List | Savio 2019-11-01 15-50-19.png

You'll get an email with your CSV attached, so you can build pivot tables to your heart's content 🤓

Use Tags to search your Feature Request List during Triage

If you have a lot of features, finding the right one during Triage can be challenging.

There are two tag-related features we've added to help quickly pick the right feature.

First, tags now appear in the Feature Request list: Triage Feedback | Savio 2019-11-01 15-36-16.png

And second, for the power users out there, you can add tag:tag1 at the end of the Feature Request input to find Feature Requests that have (in this case) tag1.

For example, below I type tag:inte to see if there's a tag called Integrations: screencast 2019-11-01 15-41-18.gif

You can also search text and tags at the same time. In this example I'm looking for Feature Requests with a p that have the retention tag: screencast 2019-11-01 15-43-37.gif

You can also type tag:tag1,tag2 to find features that have tag1 OR `tag2.

Remember, tag:tag1 must appear at the end of the input for it to work.

Happy triaging!