This article will guide you on how to organize and manage your feedback automatically:

  • easily find what your respondents share;

  • collect feature requests from your users;

  • gather insights on various aspects of your service.

Table of content:

  1. What are automation rules?

  2. How to use automation rules?

  3. Best practices

What are automation rules?

Automation rules enable you to automatically organize and categorize feedback. Using automation rules, you can:

  • automatically add and remove tags on notes based on their content;

  • delete old or irrelevant feedback.

How to use automation rules?

1. You need to go to Automation rules using the button on the bottom and Create a new rule

2. Here, you can apply rules regarding date, content, author, and source of feedback. 💡 Let's tag all the notes where content contains knowledge base with a knowledge-base tag.

❗️ Keep in mind that there is AND between two IF rules, so if you apply two of them, notes need to match both. 

Best practices

Send survey answers to Feedback Hub

Store your Survicate survey feedback and organize them with tags, highlighting and prioritizing feedback.

Pass Intercom conversations as Feedback Hub notes

Import your Intercom conversations to Feedback Hub, making sure no feedback is lost in a process, or categorize feedback with the Intercom logo.

Create Feedback Hub notes from your Email Inbox

Pass messages from your inbox directly to your Feedback Hub into separate messages to see the whole context feedback was given in.

Send Slack conversation as Feedback Hub

Send important parts of conversations with a single click.

Send Apple App Store reviews to Feedback Hub

Automatically tag notes, categorize feedback with the App Store logo, and act on feedback.

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com

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