Overview : Setting the stage
In today's competitive landscape, understanding and responding to customer feedback is crucial for product success. Enterpret, helps you efficiently monitor and glean insights from valuable feedback across various channels. This is a step by step guide to help you through the process of using Enterpret to effectively monitor feedback for your specific product area.
Let us take an example of the Product team of Zoom, monitoring the "Login Experience" product area.
Step 1 : Create a Dashboard
Creating a Dashboard for your product area is a fairly straight forward process.
Enterpret helps you create your own personalised Dashboard with various Quantify charts. To create a new Dashboard, please follow these steps.
From the Enterpret homepage, click on the
Dashboards
tab on the left-hand sidebar, a side window will open up.
Click the
NEW DASHBOARD
button to get started.
Use the 'Feedback for a feature' template provided by Enterpret for a streamlined approach. The choice depends on your preferences and specific monitoring needs.
To understand Dashboard templates provided by Enterpret, Refer here
Then, Click onUSE THIS TEMPLATE
at the top right of the screen to create the Dashboard. On creation, the Dashboard will contain various Quantify charts.
You can also start with a Blank Dashboard by clicking + NEW BLANK DASHBOARD
, allowing you to build it from the ground up with custom metrics.
This provides you with the flexibility to create a tailored Dashboard that suits your requirements, whether from scratch or utilizing a pre-existing template.
Step 2 : Apply relevant filters to the Dashboard
Set filters relevant to the 'Login Experience' product area for Zoom by clicking
ADD FILTER
beside the time duration settings.
You'll be presented with the same set of filters in the search bar as you would see while building a Quantify or while using Search, search for the desired filter.
In this case, you should type 'Login' into the search bar. You will be able to see many suggestions in the expanded panel. Let's go with 'Tracked Keyword is : Login' then click on
GO
Apply the time filter to 12 Months time duration, this will fetch you the Quantify charts for the data of last 12 months.
The Dashboard will have a layout resembling this. You can easily switch between different Quantify charts to gain a more comprehensive understanding of your product area.
Here, in this example, we can see that there are a lot of complaints from users about the Login Experience.
You can make changes to the existing Quantify charts to fit your monitoring requirements or add new ones with the help of theADD
CTA at the top right of the screen.
Next up, Save the filter to the Dashboard by clicking the
SAVE TO DASHBOARD
Step 3 : Stay up to date with your Dashboard
To receive regular reports and updates with your Dashboard, Click on
SUBSCRIBE
on the right top of the Dashboard screen.
A side window consisting of various options to subscribe to the Dashboard and receive reports will appear. You can also set the frequency to receive your reports.
If your Slack Workspace is not connected, integrating it with Enterpret would be a great idea to receive regular reports directly on Slack.
Here, you can fill out the Email ID of the teammates (or yourself) whom you want send the regular reports to.
For Slack Channels, click on it's field, you will see something like this while Enterpret tries to fetch your Slack Channels.
Choose the channels you want to share the reports with.After filling out the fields, you can Click on
SUBSCRIBE
button at the bottom right to send the reports.
Voila! It's completed. Now you will receive regular reports to monitor your product area.
A Feedback report (PDF format) will be sent to you on Slack and e-mail.