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Best Practices for Product Managers in Userback

Written by Jon

How product managers can use targeted surveys, session replays, the Ideas Portal, and automation to understand users and make better product decisions.
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Product managers need feedback that's specific enough to act on and broad enough to show a pattern. Userback ties each piece of feedback to what the user saw and did, and gives you ways to ask for feedback at the moments that matter.
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Capture feedback throughout the user journey

  • Trigger surveys after key actions, such as using a new feature, finishing onboarding, or reaching a milestone. Answers given in the moment reflect the real experience.
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  • Use NPS, CSAT, and CES surveys to track loyalty, satisfaction, and effort over time. NPS is Net Promoter Score, CSAT is customer satisfaction, and CES is Customer Effort Score. Start from a template. See Survey Templates.
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  • Target the right users. Aim each survey at a segment, such as new users or a specific plan, and show the feedback widget only where you want feedback. See Target and Trigger Your Survey.

Watch session replays to see the why

Feedback tells you what a user thinks. A session replay shows what they did. Userback links a session replay to each feedback submission, so you can see where users got stuck, what they tried, and which features they used.

  • Validate assumptions about how a feature is used before you change it.
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  • Tag sessions with the Tag button in the replay player, for example #onboarding or #checkout, so you can find them again and share them with your team.
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  • Check the Events panel for rage clicks and other signs of frustration.

See Session Replay.
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Automate your feedback workflow

Set triage rules so new feedback is assigned and given a due date by type, for example ideas to you and bugs to your development lead. See Best Practices for Managing Feedback Faster with Userback.
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Connect your project management tools

Send feedback to the tools where your team plans work, so nobody copies it by hand.

  • Two-way sync with Jira, Linear, or ClickUp keeps status in step both ways. When a developer closes the issue, the feedback in Userback updates too.
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  • Webhooks send new feedback and status changes to any other tool. See Advanced Webhooks in Userback.
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  • The REST API gives you full control for custom workflows. See Get Started with the Userback REST API.
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Bring in feedback from email

Feedback from customer calls, sales, and support often arrives by email. Forward it to your site's forwarding address and Userback turns it into a feedback item with an AI summary. See Email Forwarding.
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Close the loop with users

Tell users when their feedback leads to a change. It builds trust and brings them back with more feedback.

  • Turn on reporter emails to confirm feedback was received and to tell reporters when it's resolved.
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  • Stay on top of replies in your Inbox, with Focus mode set so you see your own work first.

Collect and prioritize ideas in the Ideas Portal

The Ideas Portal lets users suggest ideas, vote, and follow your public roadmap. It shows you which requests matter to the most customers.

  • Let users submit and vote so demand shows up as numbers, not anecdotes.
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  • Share your roadmap so users see where their ideas fit and what's coming. See Create a Public Roadmap.
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  • Weigh votes against the rest of your feedback. Votes only cover ideas. Use Reports and AI Themes to see what bugs and general feedback say too.

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