BackVideo Learning Series

Feedback and Idea Management for Beginners

With Roadmunk’s feedback and idea management features, capturing customer feedback is a snap. But it’s also so much more powerful than just that. In this 15-minute overview, Lauren Rainville, Roadmunk’s Implementation Consultant, walks you through the entire process, offering helpful tips and guidance along the way.

Getting started with feedback management

First up, Lauren gives you a quick tour of the Feedback Inbox, where Collaborators can view and process feedback. From there, it’s time to set up and configure your Feedback Inbox by adding Products (like “Integrations,” for example) and further sub-categorizing them into Components (like “Jira integration”). To avoid any confusion, Lauren also shows the key differences between Collaborators’ and Reviewers’ views of the Feedback Inbox.

Speaking of Reviewers, Lauren next demonstrates how to submit feedback as a Reviewer. Then, she shows how the Roadmunk Chrome extension makes it easy to submit feedback from emails, support inboxes and pretty much anywhere else on the web.

Text from chat copy and pasted into Roadmunk Chrome Extension

Up next, you’ll see how Collaborators can sort through feedback in the Feedback Inbox, then process it whenever they’re finished with it. You can also tag users within the feedback itself using the @-symbol. Among other cool feedback features to take advantage of, you can link to existing ideas (or create new ones) within the Feedback Inbox—plus, you can tag feedback you don’t want to miss as important.

Once you have a solid workflow in place for inputting, collecting and triaging your feedback, you’re ready to move on to idea management.

Getting started with idea management

Within the Ideas module, it’s easy to add a new idea. From there, you can view all of your ideas together—or based on their specific product areas—and start prioritizing them. Roadmunk offers two built-in prioritization methods that you can use at any time: R.I.C.E. and Value vs. Effort. The headers that make up your prioritization view are called factors, and they can be positive or negative in nature. You can also create custom views and weighted factors based on your organization’s unique needs (like Retention vs. Cost, for instance).

Now, it’s time to order your ideas either by priority (which allows you to drag and drop based on however you want to prioritize) or by sorted list (which takes the given scores into account).

four items in a table in order of priority

By clicking on any idea in your list, you’ll open up the idea card, which provides all the relevant details about your idea. Within the idea card, you can promote your idea to a roadmap by linking it to an existing item or creating a new one altogether. You can also view any feedback that’s attached to that idea on the right-hand side, which is super helpful to be able to see at a glance.

Within the Customers module, you’ll see the names of all the organizations and contacts that you’ve collected. By clicking into each individual customer, you can see how many ideas are linked to them, along with the number of pieces of feedback they’ve provided. If you want to add more customers, you can always do so manually or by CSV import.

If you’re feeling confident in your feedback and idea management skills after this webinar, try out Roadmapping for Beginners for size, which will help you take your roadmapping abilities to the next level.