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Quickstart Guide
Lee avatar
Written by Lee
Updated over a week ago

This guide is your fast track to leveraging Userback's full potential. Discover how to seamlessly gather invaluable insights, align your team, and effortlessly integrate with your existing tech stack.

  • ๐Ÿ–ฅ๏ธ Developers: For technical guidance, check our Developer Quickstart.

  • ๐Ÿ—จ๏ธ Guidance: For customized support, feel free to Contact Us.

Before you begin, creating a Userback Workspace is essential. Sign Up For Free.

1. Project Setup

Projects in Userback are containers to organize your feedback and survey responses. Whether you're developing different components of a web application or running multiple simultaneous surveys, projects keep everything in its place.

For example, you could have a 'Website' project for customer feedback and an 'App Project' project for your SaaS app issues. Similarly, you could be running an ongoing NPS survey and multiple customer effort score surveys within your App.
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The beauty of distinct settings and widget styles for each project is that they make your feedback both relevant and actionable.
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Installing your feedback widget and launching multiple surveys is made easy with a single code snippet allowing you to hide or display your feedback widget and surveys to users in real-time.
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โ€‹To create a project:

  1. Navigate to the Project page within your Userback Workspace.

  2. Click on 'New' to create a new project.
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  3. Select whether you are collecting user feedback or starting a survey.
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    Keep in mind, that it's simple to move feedback between projects, giving you the flexibility to adapt as your needs evolve.
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  4. Select either a feedback template or a survey template. Follow the prompts to either edit your feedback widget or build your survey before launching it.
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2. Feedback Collection

The Userback Feedback Widget is your custom-tailored solution for capturing insights right when and where they matter most. Keep it basic or seamlessly integrate it into your website or app, it meets your users in their moment of feedback.

๐Ÿ’กUse our JavaScript SDK to trigger the widget through custom links and dynamically attach valuable user data like IDs, subscription tiers, and user roles.

  1. Install the Widget: Copy and paste a simple code snippet into your website or web app. And just like that, you're ready to start collecting. Install the Userback Widget.
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  2. Customize the Widget: Use our Widget Editor to change its appearance, set the behavior, and target specific users.
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  3. Enable High-context Features: Change the length of video recordings and track console love plus events to get the full picture. By enabling session replay on your project domain, sessions will be automatically attached to feedback.
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Other Ways to Gather Feedback:

But what if a widget isn't right for you? We've got you covered:

  • Use our browser extension: An installable no-code alternative for collecting feedback. Effortlessly capture full-page or annotated screenshots, record videos, and review past feedbackโ€”all directly from the extension.

  • Manually upload feedback: You can manually input and upload feedback directly in Userback. This is handy for those times when you collect feedback through other means like over a call or by CSV import.

  • Use our REST API: For developers comfortable with code, the REST API allows you to create feedback programmatically and integrate it into your existing workflows.

3. Launch a survey

With your code installed, launching surveys is as easy as creating a project and selecting a template. Surveys are a great way to continuously collect valuable insights from your users. Easily launch customer effort scores for your app features, or run an ongoing NPS survey.

1. Create a new project and select a Survey template or, start one from scratch
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2. Add or customize your survey questions using the question editor
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3. Finish setting up your survey. In the general tab, start by fine-tuning the display of your survey by changing the size, location, and colors. When you're happy with how it looks, use segments to target your survey to the right audience.
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4. Activate your survey.

From the survey overview page, click the activate button to launch your survey now, or schedule it for later.
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4. Integration with Tools

Just as projects in Userback help you organize your feedback, integrations ensure that this invaluable input directly impacts your existing workflows.

Choose from platforms like Jira, Asana, and Slack to direct feedback right where your team is already active. Real-time alerts and customizable webhooks further align your team and expedite decision-making.

  1. Navigate to the Integrations page within your Userback Project.

  2. Select your preferred tool and click 'Connect' to initiate the integration. Follow the authorization steps; guidance is provided for each unique integration.
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    Fullscreen - Project Integrations in Userback
  3. The final step is to customize the integration settings based on your workflows and feedback objectives. If you'd like additional customization options with connected tools, feel free to contact us.
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    Fullscreen - Project Integration Settings in Userback

Connecting tools to Userback centralizes feedback in your existing platforms, enabling faster, more confident action while keeping your team aligned.

5. Team Collaboration

The power of Userback is amplified when you collaborate. Invite team members, clients, or stakeholders to join your workspace, where they can contribute to the feedback loop.

  1. Navigate to the Members page by accessing 'Workspace Settings,' which you can find by clicking the top left menu, or the members menu from your project home page.
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  2. Click on 'Invite Members' to send email invitations, or use the invite URL for custom sharing.

  3. Set roles to specify access levels for each invited member.

This ensures everyone can actively participate in capturing, reviewing, and acting on feedback.

6. Workflow Customization

Make Userback an extension of your existing process. Adapt categories, statuses, and automation to mesh seamlessly with how your team operates.

  1. Navigate to Project Settings within your Userback Workspace.

  2. Explore options under Workflow to customize categories and statuses.
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    Fullscreen - Project Workflow in Userback
  3. Choose or create Automation rules to sort and assign feedback automatically.
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    Fullscreen - Project Automation in Userback

Enabling Userback Automation not only simplifies your feedback process but also empowers you to manage feedback more efficiently and seamlessly.

What's Next? ๐ŸŽ‰

Congratulations, you're all set to make the most out of Userback

  • Test the Waters: Experiment by posting sample feedback. Try out different views like list, inbox, grid, or board to see what works best for you.

  • Act on Feedback: You have a powerful toolkit at your disposal. Use it to implement meaningful changes that resonate with your users.

  • Additional Resources: Check out our Help Center for more info and best practices.

Let's Optimize Your Feedback Journey ๐ŸŒŸ

Interested in maximizing the impact of Userback for your team? Schedule a call with us.

We'll dive into your specific feedback objectives, help tailor your settings, and offer guidance on advanced workflows to ensure you're getting the most out of the platform.

Click here to schedule a call. Let's set you up for success

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