Here are some quick tips for setting up modules + tags in Pendo Feedback...
Modules give your product team a "super-filter" across their whole Pendo Feedback account to view and analyze segments of product feedback. It saves time when looking at reports, because they don't ever have to re-select their relevant product areas each time they click away.
Customers choose what module(s) their feedback relates to on their suggest form, and they can browse feedback based on modules.
When deciding on modules, you'll want to ask three questions:
- Which modules will be most beneficial for our product team?
- Which modules will our customers understand?
- How do we ensure each customer has no more than 15 modules?
It can take some brainstorming to identify the best solution. We recommend gathering your product owners for a short meeting to demo what modules are, how they help, and ask these three questions. Book some time with our success team
if you'd like them to lead this discussion.
Then learn how to set up your modules here
The way you use tags will evolve over time, so for now think about what you need to answer these questions:
What segments of feedback do we want to analyze in our first roadmapping meeting with Pendo Feedback?
What segments of our customer base do we want to send emails to from Pendo Feedback?
Do you want to look at dealbreakers for prospects? Or maybe issues that were potential bugs, or quick wins, or items that are stopping our customers from moving forward with our product?
We use tags for each of these (in addition to the effort vs value report) in Customer Success at Pendo so when our dev team wants to go in and plan their next project for customers, they have cues from CS on which items are the highest priority. Then within those filtered items, the SmartList will prioritize based on the value of the request.
Maybe you want to build for another team or user group, so you'll just think through what could be high priority items to segment out, and work backwards.
Another use for tags is to open up the possibility of using our flexible emailing
feature. This enables you to send out an email to a select group of users and ask for extra feedback, invite them to beta test, or anything else you'd like. For flexible emailing to work, your tags need
to be set up and implemented.