Voting Boards in Savio

Voting boards are a public way to solicit feedback from your customers. They are useful because they give your customers another channel to make feature requests and they allow you to see which requests are popular. Here’s what Savio’s voting board looks like.

In this article, we’ll explain how to use and set up voting boards in Savio. We’ll cover:

How to set up a feature request voting board in Savio

Voting boards are optional—you don’t need to have a voting board to use Savio. If you want a voting board, here’s how to set it up.

1. Log into Savio and click “Voting Board” on the left sidebar.

2. Customize the settings to suit your needs:

  • Name: Type the name of your feedback form. For example, “Acme Voting Board.”

  • Logo: Upload a logo to display on the feedback form. Please use a square image should with a size of at least 100 x 100 pixels.

  • Favicon: Upload an image to display as the favicon. Please use a square image with a size of at least 16 x 16 pixels.

  • Your voting board URL: Enter your preferred URL for the voting board.

  • Sort requests by: Choose how you’d like feature requests to be sorted. Options include “Alphabetical”, “Random”, and “Number of Upvotes”. See below for guidance.

  • Show upvotes: Choose whether to display the number of upvotes on a feature request to your customers. Options include “Yes” and “No”. See below for guidance.

  • Company website URL: Enter the address of your company’s website. The voting board will link back to this URL so your customers can easily navigate back to your site.

  • Visibility: Choose whether your voting board will be publicly visible. Options include “Open to the public” and “Only authenticated users”.

  • Manage Single Sign-On (SSO): You can choose whether to enable Single Sign-On so your customers don’t need to log into Savio to leave feedback. See instructions on how to set up SSO.

3. Click “Create” to create the voting board. Now when you click “Voting Board” on the left sidebar, you’ll see the board you created in the list. If you want to edit its settings, click the edit icon.

Click the “Edit” icon to change your voting board settings.

Feature request sorting options

Most feature voting boards sort requests in terms of popularity, with the most popular requests appearing first. But this can bias the feedback of your new users towards voting for those more popular features.

Savio eliminates that bias by allowing you to sort your feature request in other ways: either alphabetically or randomly.

Savio lets you choose how to sort your feature requests to reduce feedback bias.

Show or hide upvote totals

Showing upvote totals may also bias the feedback you get because people tend to vote for what’s popular. That’s why our board lets you choose not to show upvote totals—it’s another way to eliminate bias. Savio lets you choose not to show upvotes to reduce feedback bias.

What feature requests are public?

Feature requests can come in through several channels: Intercom, Slack, Help Scout, Zendesk, Hubspot, and others, as well as through your public voting board.

If a feature request originates from a private channel, like Intercom, Slack, and Help Scout, it’s private by default. If a feature request originates from your public voting board, it’s public by default.

When you are logged into Savio, you will be able to see all feature requests—both public and private.

You can see all 26 feature requests—public and private—when you are logged in.

When you are logged out, you will only be able to see the “public” feature requests.

When you aren’t logged in, you’ll only see the public feature requests. In this example, there are only 10 public feature requests.

Use “View as User” to see what’s public

If you’re not sure what your users will see, you can check by using the “View as User” feature. It shows you the public version of the voting board—what your users would see.

To use it click your name in the top right corner and click “View as User”.

Now you’ll see the voting board as a public user would.

How to make features public (and appear on your voting board) or private

You may not want to get public feedback on all your features, so Savio lets you select which features are public and which aren’t. To change whether a feature request is “Public”:

1. Navigate to the feature request page.

2. Select the feature request you’d like to make public, and click the “Edit” icon.

3. Make sure the “Is Public” checkbox is checked and then click “Save Feature”.

Make a feature visible on the public voting board by checking the “Is Public” checkbox. Uncheck this box to make the feature request private.

When a feature request is public, its title and description will also be publicly visible, so make sure that you’re comfortable sharing everything that’s in the title and description of a feature request before you make it public.

What feedback is public?

Within a feature request, there are two kinds of feedback: public and private.

If you received a piece of feedback through a private communication channel, like Intercom, Help Scout, or Slack, it will always be private.

If you received the feedback through your public voting board, it will be public.

Public feedback stays public, and private feedback stays private—private feedback will never appear on your public voting board.

How your users leave public feedback

It’s super easy for your customers to leave feedback on the voting board. They can provide feedback in two ways: by creating a new feature request or by commenting and voting on an existing feature request.

Your customers can create new feature requests

It’s very easy to do.

First, your customers navigate to your voting board and click the “New Feature Request” button

Then, they write a title and a brief description of the feature they want and the reason they want it. They provide an indication of how important the feature is to them by selecting whether it is a “Nice To Have” or a “Must Have”. And then they click the “Suggest feature” button.

Savio makes it easy to suggest new features through the public voting board.

Your customer will be asked to sign up or log in. Signing up is super easy—it just requires a first name, last name, email address, and password. Once they confirm their email address, their feature request will show up on your board and in your feature request list.

Your customers can upvote existing feature requests

Your customers can also browse through your existing list of public feature requests and upvote them. They do that by clicking on the feature request in the link. Then they are prompted to give a quick explanation of why the feature would be useful, and whether it is a “Nice To Have” or a “Must Have”.

Your customers can easily vote for any feature on your public voting board.

Note that your customer will also be prompted to log in or sign up before they can vote. This helps you understand which of your customers wants what and prevents people from spamming your feedback board.

What counts as a vote for a feature?

A vote is either:

  • A piece of feedback left publicly or privately

  • An upvote left either publicly or privately

Feature request status visible on voting boards

Feature requests that are visible on voting boards may also have their status visible.

A feature request’s status can be optionally visible on your voting board.

You can edit the public status name or make the status not visible to the public. To do that, follow the instructions provided in the Customizing Feature Request Status Options article.

Public tags

Tags can be applied to feedback and feature requests to help you find and organize them. You can also create public tags that are visible on your voting board to your customers.

Read more: How to use public tags.

Power-user features

Voting boards create a number of opportunities for more advanced filtering of feature requests.

Find feature requests that are on your voting board

For example, you might want to find all the feature requests that are on your voting board. Or, you might want to find all of the feature requests that are currently only available to be viewed by your team. You can do both using a filter for feature requests based on whether or not they are public.

Find requests that have public feedback

You may also want to see what is gaining traction on your public voting board. To do this, you could filter your feature requests by role to find ones that were created by voters on your public voting board.

Find requests Created from your voting board

Finally, you may want to see a list of all the feature requests that originated from your public board. To do that, you can filter by source and select “Voting Board”.

Last Updated: November 23 2022