How to use feedback categories

Categories help to keep your feedback organized in a way that makes the most sense for you and your team. You and your team can add the categories yourself or you can allow your users to add categories when they submit feedback.

 

When you create a new project, it will come with default categories that match the widget template that you've chosen. However, it's really easy to change categories at any time.


Edit categories

You can easily add or edit the categories in each of your projects.

1. Go to Project Settings and Select General

2. Under the Category heading, you have a few options;

  • Click on an existing category to rename it
  • Click the x to delete the category, or,
  • Click the + to add your own categories

3. Click 'Save Changes'


📘Note: You can add up to 20 categories per project.


Add categories to the feedback form

Based on the type of feedback you're collecting, you may decide to let people choose a category when reporting feedback.

For example, as a software company, you may decide to let users categorize their feedback as either bugs, improvements, or questions.

  1. Go to 'Edit Widget'
  2. Select the Feedback Form you want to add categories to (Bug, Idea, or General)
  3. Toggle on the Category field
  4. If necessary you can also make this mandatory by clicking 'Required'


Adding and Removing categories to feedback

You can also add and remove categories to the feedback already captured from the Feedback Viewer or Feedback Sidebar.

  1. Within the Feedback viewer or Feedback Sidebar, go to the 'Overview Tab'
  2. In the "Category" section, you can add or remove categories by selecting them from the drop-down list.