Template or form for insights

  • 2 June 2022
  • 9 replies
  • 61 views

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We’d like to use Insights so that employees in our company can provide us information as they hear about it in the market, from customers or prospects.  It appears that all insights are free form; however, we would like to create a form or some sort of template that employees must follow in providing us the information.  Is this something that can be done?  I’ve been looking in all of the help guides and I can’t seem to find anything.


9 replies

Userlevel 7
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Hi @Shawn at Forethought have you tried our Notes templates?

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@scott.baldwin - Does this force the person giving the insights to use this template?  I see how you can select from the template… but if one of our employees is using the Chrome Extension, I don’t see a way for the template to appear.

Userlevel 7
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No, it does not force them.

If you’re looking for that kind of path, the options I could suggest would be:

  • a Typeform or other form tool that you integrate into Productboard using either Zapier or our API
  • a Slack workflow form which you can either push manually using our integration or integrate via Zapier or our API

I will say that it’s typically best to capture the feedback in whatever way your team can provide it. The more barriers (real or false) we add to them sharing, the more likely you won’t get the feedback at all.

 Structured feedback is good, and providing that can easily be taught and guided rather than via a form folks fill out or have to strictly follow.

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Thank you @scott.baldwin.  Typeform looks like the best options for what we are looking to do.  I agree with you regarding it being a fine line on creating barriers, but I’ve also seen wasted time of back and forth when not all of the information is gathered up front.

Userlevel 1
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@Shawn at Forethought Mind sharing the steps / process you used for your TypeForm integration? We are looking to do the same thing for product feedback. Instead of using notes, we want to have a form that employees can fill out that syncs to their appropriate fields/attributes in Productboard. This would be a great way for us to clean up our account and also “almost” guarantee that we assign value to the feedback so it doesn’t get lost or buried. 

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@Shawn at Forethought Mind sharing the steps / process you used for your TypeForm integration? We are looking to do the same thing for product feedback. Instead of using notes, we want to have a form that employees can fill out that syncs to their appropriate fields/attributes in Productboard. This would be a great way for us to clean up our account and also “almost” guarantee that we assign value to the feedback so it doesn’t get lost or buried. 

Unfortunately, when I played with Typeform it didn’t work the way I was hoping.  I wanted to have separate fields in Typeform to gather the information I needed and send it all over to Productboard as part of the description.  I couldn’t get that to work… it wanted a field to field mapping.

Userlevel 7
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@Shawn at Forethought you can do that. Happy to get on a call with you and/or @kevinmaccauley to show you how to do that if unclear. There are various options here — Typeform’s native integration with Productboard is a bit more limited that Zapier directly, but you should be able to map multiple fields to the note content using Zapier.

DM me and we can figure something out.

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@scott.baldwin that would be great!! Do you have a calendly link that I could use to schedule something?

Userlevel 7
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@Shawn at Forethought I’ll send you a link over private message.

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