Introduction to the in-app feedback widget (Advanced plan)

The in-app feedback widget is special. With a one-time installation on your site, you can start gathering your users' thoughts at a critical time — while they are using your application.

Customers share feedback by participating in a community chat with each other and you. You can focus the conversation — maybe you want to talk about a specific page on your site or maybe you are thinking of introducing a new feature. You can customize the look of the feedback widget to match your company's brand. Back in your Aha! Ideas account, you can analyze all the feedback you have gathered.

Dashboard widget

Note: This article discusses functionality that is included in Ideas Advanced. Please contact us if you would like a live demo or would like to try using this functionality in your account.

This article is part of a two-part series on the in-app feedback widget:

Install the in-app feedback widget on your site

Introduction to the in-app feedback widget

Click any of the following links to skip ahead:

Install the in-app feedback widget

To use the in-app feedback widget, you first need to install a code snippet in your web application. This connects your application with your Aha! Ideas account and you only need to do it once. After the widget code is installed, that's it. You can create and enable widgets as needed by yourself in Aha!, show widgets on specific pages of your application, interact with your users, and analyze the feedback without any help from a developer.

The first-time installation will likely require the help of a developer. But do not worry — your Aha! Ideas account gives your developer the code snippet they need and we have created an installation guide to walk you through the process.

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Add feedback widgets to your web application

With installation complete, it is time to start gathering feedback. We recommend that you use the in-app feedback widget for focused conversations. For example, configure a widget for on your application's billing pages to get your customers' feedback on the experience. Or create another widget for a specific report in your web application that you just significantly updated.

Add feedback widget modal (ideas core)

In Aha! Ideas, navigate to Empathy → In-app feedback to get started. You will need to be a contributor or workspace owner to navigate to and create feedback widget records.

Click the + icon in the upper-left to add a new feedback widget. From the Add feedback widget modal, you get to customize the widget and specify the pages in your application where it should appear.

  • Widget title: Your users will see this title at the top of the widget. Give it a title that focuses the feedback on a particular topic, such as "Billing experience" or "Introducing the new pivot table."

  • Widget subtitle: Your users will see this subtitle under the title. Add a brief sentence explaining what you would like feedback on.

  • Widget color: Customize the widget with your brand color so that giving feedback is a familiar, branded experience for your users. Use a hex code here to enter a custom color.

  • Target URL: This is the page (or pages) on your web application where you would like the widget to appear. You can use an asterisk * for wildcards here. For example, if you enter "https://www.example.com/billing/*," the feedback widget will appear on every page in the /billing section of your site.

Click Add widget to start showing your widget on your Target URL. When you first add the widget, it is Active by default. You can click over to the Customizations tab and click the Active toggle if you want to check over the configuration first.

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Customize your feedback widget

Now that you have added your widget, you can start collecting feedback immediately or you can customize it further. Let's walk through each of the tabs in the feedback widget details view.

Note: While a Widget title and Widget subtitle appear on the widget for your users, the widget Name and Description at the top of your page in Aha! Ideas are internally facing.

Conversation

While your users leave feedback through the in-app widget, you can engage with and moderate the conversation from this tab. You can view the entire conversation on this tab in Aha! without needing to open your web application. If a widget is targeted to show on multiple pages in your application, the same conversation is shown on all the pages and also here on the details page.

We will discuss feedback moderation in the next section below.

Note: If you see a grey box on this tab titled Install the widget into your application to collect feedback, then your feedback widget is not being shown to your users. Check that the widget code has been installed properly, that the Target URLs are valid and that on the Customization tab that the widget is Active.

Customization

This tab includes settings for the widget's Visibility, Details, and Branding. You filled in some of these fields while adding the widget but there are others worth highlighting.

Visibility

  • Active: Control whether your feedback widget should appear on the pages you selected in your Target URLs. If you activate or deactivate your widget, those changes will happen in real time.

  • Target URLs: This is the page (or pages) in your web application where you would like this widget to appear. Remember, you can use an asterisk * for wildcards here. You can also use the delete icon to remove a target URL and the + icon to add a new one.

    Note: We recommend adding a new widget for each feedback conversation you want to have with your customers. Show it on the pages where users are thinking about that topic. Before adding a new Target URL to a widget, make sure that page matches the title and conversation of the widget. If not, you may want to create a new widget and conversation for this page instead.

  • Users seeing button: This is a count of the unique users who have visited your Target URLs and have been shown the tab that opens the widget.

  • Messages: This is the number of messages from all users entered in this widget.

Widget details

  • Title: Your users will see this title at the top of the widget. Give your widget a title that focuses the feedback on a particular topic, such as "Billing experience" or "Introducing the new pivot table."

  • Subtitle: Your users will see this under the title. Add a brief sentence explaining what you would like feedback on.

Branding

  • Color: Customize the widget with your brand color so that giving feedback is a familiar, branded experience for your users. Use a hex code here to enter a custom color.

  • Accent color: Choose whether your feedback widget should have a light or dark text on top of the selected color.

  • Admin icon: If you choose to upload an admin icon, then Aha! Ideas users who leave feedback will show a small icon denoting them as administrators in the feedback widget. This helps to differentiate their responses from your customers' feedback. This is an optional step.

    Note: Admin icons should be square and can be .png, .gif, or .ico.

  • Position: Choose the corner on your site's page where the feedback widget should appear.

  • Preview: Click Preview a live widget to see how your widget will appear to your users.

Comments

Like any other record in Aha! Ideas, users in your Aha! account can comment on a feedback widget.

To-dos

Like any other record in Aha! ideas, users in your Aha! account can also assign each other to-dos related to a feedback widget. These can be related to the feedback widget's preparation or for insights you glean during the conversation.

Insights

On the right side of the feedback widget, you have a place to collect insights. This tab is where you list Learnings from the conversation and where you can review any messages you have starred for later. Everything you star or write down here is only visible to you.

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Moderate the feedback conversation

With your feedback widget added, customized, and activated, kick-off the conversation yourself by leaving the first message to welcome people. Then join in as people start to reply.

Once your users start leaving feedback, there are several things you can do. Hover over a user's message to interact with them.

  • Click the emoji icon to add a quick emoji reaction. Your users can do this, too.

  • Click the thread icon to add a threaded reply to the post. You can ask for more information or just share some encouragement. Your users can do this too.

  • Click the star icon to star a message. Starred messages are those you want to review later. They will appear with a yellow highlight in the session and will be listed in the Insights sidebar on the right. Your users cannot star messages or tell which messages you have starred.

  • Click the More options button to:

    • Edit a user's message.

    • Create a related idea right from their message.

    • Delete the user's message.

As you review and respond to feedback, click over to the Insights tab on the right. You can start taking notes in the Learnings section and review any messages you or your fellow Aha! users have starred.

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Analyze insights

When you are ready to end the conversation, leave a message thanking your users for all their valuable feedback. Then navigate to the Customization tab and click the Active toggle to deactivate the widget.

Support Ideas in-app feedback insights

First, scroll back through the conversation. Were there any threads you did not get a chance to follow? Any comments that received a lot of emoji reactions that you did not realize were so popular? Hover over any message to star it and view it in the Insights tab. You can also open up the Insights tab to take notes in the Learnings section of takeaways.

Click into the Insights tab at the right to see the Learnings and Starred messages that you have compiled. As you hover over a starred message, you can either click the # icon to review the message in context or click the lightbulb button to turn the message into a related idea.

Then, congratulations! You have completed a feedback widget conversation, built that feedback into your next round of ideas, and connected directly with your users. Any time you want to gather more feedback on a particular topic, just add a new feedback widget and start over.

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Troubleshooting

If you run into trouble at any time while using the in-app feedback widget, please reach out to our Customer Success team. We are a team of experts and respond quickly.

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