VoBo: Voting on Behalf of a User or Customer

Savio’s voting boards allow your customers to provide feedback directly on your website. They make it easy for your audience to vote for the features they want.

However, sometimes your customers aren’t on your site—they’re speaking with your team. In those cases, your team members may want to add a vote to the voting board on behalf of the customer or prospect they were speaking to.

In this article, we’ll explain how to do that—how to vote on behalf of someone. We’ll cover:

Why vote on behalf of someone?

The primary use case for voting on behalf of someone is that you’re speaking with a customer on the phone and they make a request for a feature.

For example, imagine a member of your Sales team is speaking with a prospect—Joe—on the phone and he asks for an integration with Zapier. Your salesperson can vote on the voting board on Joe’s behalf to register his request for that feature.

How to vote on behalf of someone

In order to vote on behalf of someone, you must first ensure you have permission.

Permissions

Voting on behalf of someone is always turned on if you have joined your team’s Savio vault. That means your Savio user account must have one of the following roles:

  • Owner

  • Admin

  • Submitter

To check your account role, click your name in the top right corner and then select “Manage Users”. If you’re an owner or submitter, you’ll see a list of users and their roles, including yours.

If you are a submitter, you won’t be able to see the Savio vault. Instead you’ll see this:

Any of the above roles will allow you to vote on behalf of someone else.

Vote on behalf of someone from the voting board

There are two ways to add a vote to the voting board on behalf of someone. The first way is from the voting board.

Note: You must be logged in to Savio to vote on behalf of someone else.

1. Log into Savio and navigate to your voting board. Click “Voting Board” on the left side panel, and then click the name of your voting board.

This will take you to your voting board.

Note: You can also log in directly from the voting board by clicking “Login” in the top right corner of the voting board page.

2. Click on “Vote” beside a feature request. You will see two options:

  • Upvote This: This will create an upvote from you.

  • Upvote This On Behalf of Someone Else: This will create an upvote on behalf of another person.

Choose “Upvote This on Behalf Of Someone Else”.

3. Fill in the fields and click “Add vote”.

  • Person: This is the person that you would like to upvote on behalf of. You can select a person from your Person database in Savio or add a new Person.

  • Verbatim: You may add any verbatim feedback or notes from the customer in this field. Note that this field is optional.

  • This is a: You must indicate how important the feature is to the customer by selecting either “Nice to have” or “Must have”.

Once you click “Add vote”, it will be registered. You can click into the feature and see the vote.

Note: If you are logged out, you will still be able to see the voting board, but the only option you will see is to “Vote”. You must be logged into your account to be able to vote on behalf of someone else.

There is no option to vote on behalf of someone if you are not logged in.

Vote on behalf of someone from the feature request

You can also vote on behalf of someone from within the feature request in the public voting board. To do so, do the following:

1. Click into a feature request on the voting board and click the “VoBo” button.

2. Fill in the fields and then click “Add vote”.

  • Person: This is the person that you would like to upvote on behalf of. You can select a person from your Person database in Savio or add a new Person.

  • Verbatim: You may add any verbatim feedback or notes from the customer in this field. Note that this field is optional.

  • This is a: You must indicate how important the feature is to the customer by selecting either “Nice to have” or “Must have”.

Public vs. Private Feedback

Comments that are left by the voter through the voting board are public (which means anybody who can see your voting board can see the comments). But votes on behalf of someone else are always private (which means only your teammates who have Savio accounts can see them).

Read more: What feature requests are public and what feedback is public on voting boards.

Similarly, when you are logged in, you’ll be able to see both public and private feedback in a feature request. When you are logged out, you’ll only be able to see public feedback. Private feedback is indicated with a lock icon.

The lock icon tells you a piece of feedback is private and will not be publicly visible on your voting board.

Last Updated: October 25 2021