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Filtering Feedback and Feature Requests in Savio

Savio has powerful filtering capabilities. We know how important it is for you to segment your customers, so we let you slice and dice both your feedback and feature requests to better understand who is asking for what.

In this article, we’ll show you how to use filters. We’ll cover:

Why filter feedback and feature requests?

Feature requests are not made equal. Some customers matter more than others.

When you’re prioritizing feature requests, one of your goals is to create a shortlist of feature requests that you might build. That process is challenging, but it’s easier when you know exactly who you’re building for and what criteria you’re using to make the shortlist.

Savio makes it really easy to understand who you’re building for. You can easily slice and dice your feature requests and feedback to see:

The features most requested by customers on your “Enterprise” plan
The total MRR associated with the customers who requested each feature
The features requested by stage in the customer lifecycle—for example, churned customers
The features requested by customers in a particular vertical—say, real estate agents or SaaS companies
The features requested by your key accounts or “lighthouse” customers

Filtering allows you to create a precise, focused strategy to build the features that support your business goals at a particular moment.

For example, imagine your goal this quarter is to reduce churn. You can look at the features that churned customers asked for, and prioritize them. By building the features your churned customers wanted, you’ll increase retention. And when you close the loop, you may even be able to win back some of those churned customers.

Filtering is useful for a number of other common scenarios as well:

Customer calls: You’re about to hop on a call with a customer. You want to prepare for the call by reviewing what features they’ve requested, so you filter to see the feature requests submitted by them.
Quarterly business reviews: You’re going to have a quarterly review call with one of your important clients. You prepare for the call by filtering to see which of the features they requested that you built over the past quarter.
Product meetings: You can use Savio filters to help run your product meeting. Easily find the feature requests that are under consideration, planned, or in progress; the features that have been requested recently; the features requested by your churned customers; and more.
Announcing new features: Your marketing team wants to know what content they should write. They can use filters to easily find features that were shipped recently so they can promote them, update the changelog, write email copy, and so on.

How to filter feature requests and feedback

You can filter both feature requests and feedback. The process of filtering is the same for both, but not all filters apply to each. See the “Attributes you can filter by” section below for a list of filters for each.

To filter feature requests or feedback, do the following:

1. Navigate to either the feature requests or feedback page and click the filter icon in the top right corner. You’ll see the filter side menu appear.

2. Select the attributes you would like to filter by and click “Filter Requests”.

We’re choosing to filter so that only feature requests with an MRR over $500 are shown.

Savio will now show you only those feature requests that meet your filter criteria.

Note: Feedback counts and revenue totals respect the filters. When you filter feature requests by an attribute, you will see the feature requests that meet the filter criteria. Within the feature request, you will only see the feedback that meets the filter criteria.

For example, imagine we filter to see only feature requests with an MRR greater than or equal to $500. Savio will show only the feature requests that have a total MRR >= 500.

Within the feature request, Savio shows only the feedback from companies that have an MRR >= 500.

Here, only the two pieces of feedback from companies with over $500 in MRR are shown because that was what we filtered for. There are 3 more pieces of feedback that are hidden because they don’t meet our filter criteria.

Attributes you can filter by

Savio can filter by a number of different attributes. The following section describes each of the attribute filters that come pre-loaded.

Note: You can also filter by custom attributes that you add yourself. To learn how, check out the article on Managing Custom Attributes in Savio

Default feature request attributes

The default filters available for feature requests are:

Search

“Search” filters for all feature requests that include the specified keyword in the title or in the “Description” field.

User

“User” filters for all feature requests a given Person has requested.

Company

“Company” filters for all feature requests anyone from a given Company has requested.

Feedback type

“Feedback type” filters for all feature requests that have been requested by a customer at the lifecycle stage you specify. You can choose “Active customer”, “Churned customer”, “Internal user”, “Lost deal”, “Prospect”, or “Other”.

State

“State” filters for all feature requests at a given development stage. You can choose “Untriaged”, “Under Consideration”, “Planned”, “In Progress”, “Shipped”, “Closed”, or “Won’t do”.

You can also choose “All Active” which will show you any feature requests that have a status of “Untriaged”, “Planned”, or “In Progress”.

Tag

“Tag” filters for all feature requests that have a given tag applied to them.

Feedback Tag

“Feedback Tag” filters for all feature requests that have feedback attached to them that have a given tag applied to it.

Priority

“Priority” filters for feature requests that have been assigned a given priority level.

The default options include “Low”, “Medium”, and “High”. You can also choose “Not Set” which will show you feature requests for which you have not assigned a priority level.

Effort

“Effort” filters for feature requests that have been assigned a given effort level.

The default options include “Low”, “Medium”, and “High”. You can also choose “Not Set” which will show you feature requests for which you have not assigned an effort level.

Public

“Public” filters for feature requests that are publicly visible on your voting board or that are private and not visible on your public voting board.

Total feedback

“Total feedback” filters for feature requests that have a given number of feedback or votes.

Feedback received between

“Feedback received between” filters for feature requests that have pieces of feedback that were received during a period of time that you specify. This is useful to spot recent trends in your feedback.

Features shipped between

“Feedback shipped between” filters for feature requests that were given the status “Shipped” during the period of time that you specify. This is useful to see what you shipped and when.

Role

Filters for feature requests submitted by a person with a specified Savio role.

“Owner/Admin” displays feature requests submitted by someone with an “Owner” or “Admin” role in Savio.
“Submitter” displays feature requests submitted by members of your team with a “Submitter” role.
“Voter” displays feature requests submitted by someone outside your company through your Voting Board or Feedback Form.

Source

“Source” filters for feature requests that were received from a given source. Options include “Vault”, “Voting Board”, and “Chrome Extension”.

Default feedback attributes

The default filters available for feedback are:

Search

“Search” filters for all feedback that has your searched keyword in the “Problem” field.

User

“User” filters for all feedback submitted by a given Person.

Company

“Company” filters for all feedback submitted by any person who belongs to a given Company.

Feedback type

“Feedback type” filters for all feedback that has been requested by a customer at the lifecycle stage you specify. You can choose between “Active customer”, “Churned customer”, “Internal user”, “Lost deal”, “Prospect”, and “Other”.

Tag

“Tag” filters for all feedback that has a given tag applied to it.

Feedback received between

Custom filters

The above are the default filters that come pre-loaded in Savio, but you can customize your filters to include any attributes that you’ve set up in Savio. You can see how to include an attribute in the filters here: Managing Custom Attributes in Savio.

Canned filters

Savio has several canned filters that automatically apply several filters with a single mouse click. They make it quick to apply the filters Savio users apply most commonly.

To learn more about using canned filters, check out our article Using Savio's Canned Filters.

Last Updated: December 13 2021

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