Capturing Feedback using Savio’s Slack Integration

We know lots of companies have a dedicated customer feedback channel in Slack and that can quickly turn into a massive stream of unorganized feature requests. We made it easy to push Slack messages into Savio so you can organize all your feedback and use it to build better software.

Here’s how to set up your Slack integration and send feedback from Slack to Savio.

How To Set Up Your Slack Integration

1. In Savio, click your name in the top right corner and select “Integrations”.

2. Scroll down to find the integration with Slack and click “Add to Slack”.

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3. Click “Allow” to let Savio connect with your Slack workspace.

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4. Choose your feedback channel. Savio will listen to this channel for messages and ask if you want to send messages in this channel to your Savio Feedback vault. When you’ve chosen the channel you want Savio to listen to, click “Save Channel”.

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Great! Now Savio’s connected to Slack.

Sending Feedback to Savio from your Feedback Channel

Whenever you or a teammate posts a message to the feedback channel you’ve selected, Savio will ask you whether the message is customer feedback (this message is only visible to you.)

1. Click “Yes” to send the message to Savio.

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When you post a message in the channel you told Savio to listen to, Savio will ask you if your message is feedback. The message is only visible to you.

2. Fill in the feedback pop-up form.

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Customer Problem: Clearly communicate your customer’s feedback here—use a verbatim, if possible. This field will be automatically populated with the message you chose to push to Savio, but you may need to edit the message or clarify it.

Choose an existing Person: If your feedback is from a customer that already exists in your Savio database, you can choose that person from the drop-down menu.

Or add a new one: If your feedback is from a customer that is not already in your Savio database, you can add that person by entering their email address in this field.

Feedback From: Select whether the customer that provided this feedback is an active customer, a churned customer, a lost deal, or a prospect.

Feature Request: If the feedback is related to a feature request that already exists in your Savio database, you can choose to add it here.

3. Click “Save” to send the message to your Savio feedback inbox. Savio will automatically post a response to the message thread confirming that the feedback was received.

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Savio responds to the thread to confirm the feedback was received.

4. Click the response to view the feedback in Savio. Your feedback will be waiting for you in your Feedback inbox ready for you to triage.

Here’s a quick video of how it all works:

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Sending Feedback to Savio from any Public Channel

In addition to the specific feedback channel that you select for Savio to listen to, you can also send messages from any public channel in your Slack workspace to Savio. Here’s how.

1. Hover your mouse over a message and select the “More Actions” icon with three vertical dots.

2. Select the “Push to Savio” option.

3. Fill in the feedback pop-up form.

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Customer Problem: Clearly communicate your customer’s feedback here—verbatim, if possible. This field will be automatically populated with the message you chose to push to Savio, but you may need to edit the message or clarify it.

Choose an existing Person: If your feedback is from a customer that already exists in your Savio database, you can choose that person from the drop-down menu.

Or add a new one: If your feedback is from a customer that is not already in your Savio database, you can add that person by entering their email address in this field.

Feedback From: Select whether the customer that provided this feedback is an active customer, a churned customer, a lost deal, or a prospect.

Feature Request: If the feedback is related to a feature request that already exists in your Savio database, you can choose to add it here.

4. Click “Save”. The message will be sent to your Savio feedback inbox ready for you to triage.

Here’s a quick video of how it all works:

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Power-User Tips

Dealing with discussion: Sometimes there’s discussion about what a customer needs or about the best solution for them. We suggest waiting until your team arrives at a solution and sending only one message with a summary of the feedback or the solution. That way, your feedback inbox isn’t bombarded with potentially irrelevant comments.

Last Updated: May 11 2021