JIRA & Customer Case vs Get Satisfaction

December 17, 2015
#Jira
24 min

The new marketing tendencies dictate the necessity of establishing close relationships with your customers and users of your products and services. If you haven’t done this yet, it’s high time to look for some solution. Today’s market offers a variety of customer satisfaction platforms so you can always choose the solution depending on the size of your company, audience and initial investments.

In our recent blog posts we have already compared the integration of JIRA Cloud and Customer Case against IdeaScaleUseResponseUserEchoHunchBuzz and UserVoice. In the current blog post we continue comparing them against the last rival – Get Satisfaction. Both solutions will be compared by different functionality and usability parameters.

Get Satisfaction is the community building tool that allows you to create the entire workspace for interactions, discussions and conversations with your customers and users. It helps you to turn a new stream of customers’ insights and ideas into action and start getting more profit from your products or services.

Customer Case is the the add-on created by StiltSoft team for JIRA Cloud ecosystem. It allows you to reveal the unlimited capabilities of JIRA Cloud as a robust customer community platform and use all the available features for collecting user feedback, processing the submitted requests and setting them to production in one system.

In this blog post we will compare these two solutions by the following parameters:

  • Login Capabilities
  • System Structure
  • Management of Ideas
  • Idea Moderation and Management of Idea Statuses
  • Voting System
  • Notifications and Subscriptions
  • Reporting and Analytics
  • Customization and Enhancements
  • Widgets & Social Media
  • Pricing
  • Login Capabilities

Get Satisfaction provides users with a capability to log in to the community portal with their social accounts on Facebook or Google+. If having no social account, users can create a new Get Satisfaction account from scratch by entering their name, email and password.

Customer Case provides the same login options. Besides using the social accounts on Facebook or Google+, your visitors can create personal accounts right in Customer Case. The number of customers registered in Customer Case does not anyhow affect the JIRA license, so you will not have to pay for your customers. Your employees can log in to Customer Case with their JIRA Cloud accounts, so they will not need to create a separate account. The status of company employees is highlighted with the EMPLOYEE marker.

For each forum you can define the set of available login options.

System Structure

Get Satisfaction creates the community portal that falls into categories. Each category can represent a separate project created for your products or services. Categories can be also grouped for better navigation.

Once the visitors access the community portal, they will see the full list of conversations opened by your customers and visitors. Conversation can be further divided into questions, ideas, problems, praise and announcements.

The administrator of the community can add categories and assign ideas to the appropriate category for better and easier navigation among them.

Installation of Customer Case add-on on your JIRA Cloud leads to creation of the feedback portal with the alias like company.customercase.com. The ‘company’ name is fetched from the JIRA Cloud company account looking like company.atlassian.netCustomer Case allows you replace the default domain alias with your branded URL, so you can quickly and easily re-map online community portal to your custom domain. Instructions on how it can be done you can find here.

Upon creation of the customer feedback portal, you can start adding new feedback forums on the basis of JIRA projects. No extra fees or subscription limitations are imposed to your feedback portal and you can create as many as needed forums for your products and services.

Feedback forums are further exposed to your customers, and all the ideas and feature requests left by visitors and users are stored in JIRA projects.

Creation of a feedback forum is a simple and quick operation, it just requires selection of the JIRA project for aggregation of ideas, entry of the forum name and description.

Each feedback forum receives a unique URL which you need to share with your customers or publish on your website for quick access to the community portal. You can easily regulate your forums, update their names and description or delete them if no longer needed.

Additionally, you can create private feedback forums with the access restrictions set for specific email domains or email addresses.

Management of Ideas

Get Satisfaction allows you to submit different types of feedback, or conversation (this is how it is called here), as follows:

  • Questions
  • Ideas
  • Problems
  • Praise

While submitting the feedback, the user first writes the initial request and the system tries to find the already submitted feedback items and prompts the user to select among the matched values. If nothing related is found the user proceeds to feedback submission.

By default, the user can enter the short title, select the appropriate conversation type, enter detailed description, set the sentiment level and associate it with one of the available categories.

getsatisfaction_conversation_creation

Once the conversation is posted, the user becomes automatically its follower and his vote is left for it instantly. The user can perform basic operations on the conversation, such as editing or deleting. Additionally he/she can keep conversation on the topic by leaving comments.

Users and members of the community can browse the whole list of conversations or select the category they are interested in.

getsatisfaction_conversations_list_viewing

On any feedback forum created in Customer Case you can find the list of submitted ideas. Ideas can be further filtered by status or category, and sorting can be performed by the recent activity, number of votes or creation date.

Submission of a new idea is a quick and easy procedure, which requires entry of idea summary and description. The visual text editor will help you to apply the necessary formatting and highlight the required text snippets, embed links or images into your ideas. If needed, you can attach some files that will help you to express your idea.

Other customers and visitors of your feedback portal can post comments for their ideas or ideas of other people, or become watchers of specific ideas for receiving updates on any progress there. Your employees working as agents in Customer Case can quickly transition between JIRA Cloud and Customer Case by using the available capabilities.

Besides working with Customer Case as a feedback collection platform, you can also use it as a full-fledged HelpDesk system for processing customers’ issues and tickets.

Idea Moderation and Management of Idea Statuses

Get Satisfaction provides administrators and content moderators with the dedicated section to review and manage the submitted conversations. The set of available actions is quite rich and allows you to perform multiple operations, as follows:

  • edit, remove or close conversations
  • archive or unarchive them
  • email conversations to some people
  • merge conversations with the already submitted topics
  • add notes or tags
  • post the official response
  • make the conversation private

The moderator gets a section to manage all the submitted conversations, view them, filter or sort out the irrelevant ones. The moderator has a capability to adjust the view of the list with conversations by adding or removing unnecessary columns and further save this view.

The conversation moderator can also suspend a capability to submit conversations for particular users if they post too much stuff or spam.

Customer Case provides a separate section for viewing all ideas submitted on a specific feedback forum and see the details of each request.

The available sorting and filtering options will help you to put order to your list of ideas and see the recent or popular ideas, or find ideas having a specific status or associated with a particular category.

Moderation of ideas can be performed in bulk or individually. The moderator needs just to open the required ideas and select one of the available action:

  • add internal comments visible to other agents or external comments visible on the feedback forum to your visitors
  • edit or update the idea summary or description
  • delete or move the idea to another feedback forum
  • add links to some external web sources
  • add internal JIRA labels
  • clone the idea
  • attach files or screenshots to the idea
  • start progress on the idea or reject it

The list of bulk operations includes the following:

  • edit values of ideas
  • move ideas to another feedback forum
  • transition ideas to another status
  • delete ideas from the feedback forum
  • synchronize ideas with some external system
  • export ideas to Excel, XML or Word
  • share the list of ideas with some user

Managing Idea Statuses

As far we know, Get Satisfaction does not provide a capability to manage conversation statuses so you can only use the default statuses.

Customer Case uses the built-in workflow capabilities of JIRA Cloud. You can manage idea statuses by modifying the project workflow, this allows you to create any workflow and tailor it to your actual needs. With the available flexibility and customizability in workflow management, you can quickly adjust transitions and configure your ideal workflow in a blink of an eye.

Voting System

Get Satisfaction allows users to leave votes for conversations they like. Only the logged in users can leave votes, as well as take them back if needed. Users can follow topics or they become followers automatically when they reply or comment the topic.

Customer Case allows your customers, as well as your service agents, to leave votes for interesting and useful ideas. Each user can leave one vote per idea, but the number of ideas you can vote for is not limited. The vote can be taken back by clicking the Remove vote button.

Notifications and Subscriptions

Get Satisfaction sends automatic notifications with conversation updates to all followers of the topic. Besides following single topics, the user can start following the whole category and receiving notifications about the activity in the specific category.

In the profile, each user can configure notifications he or she would like to receive from Get Satisfaction. Besides notifications about topics which the user posted or discussed, Get Satisfaction can send details about comments news and so on.

Customer Case sends notifications to watchers of ideas. Users start watching ideas after submission of their own ideas or when they click the Watch button for the particular idea. In this case, users will receive notifications about any activity on the current idea, such as submission of new comments, or change of the idea status. Besides native Customer Case notifications, moderators can configure the notification scheme for the feedback and receive the updates or digest of idea on a regular or scheduled basis.

Reporting and Analytics

Get Satisfaction is supplied with the dashboard showing the actual information about the community activity in breakdown by engagement, topics, users and leaderboards. Besides this the administrator can use the reporting wizard and select the appropriate metrics report. For each report it is possible to set variables, set the reporting period, and, finally, select the appropriate chart type for data visualization.

Customer Case takes maximum of JIRA’s reporting engine, which allows you output the series of data tables with required information or multiple pie or column charts with the relevant information abot ideas, their statuses and so on. An option to use JIRA’s JQL queries allows you to write custom and flexible queries to get the list of ideas over the specific period of time, within some category, with the particular status or number of votes. For example, you can get the list of ideas from Customer Case project with more than 2 votes.

You can easily save the entered JQL queries as filters and further use them for quick idea filtration or output of gadgets with reports on the dashboard. You can always configure appearance and parameters of your charts and customize to your needs or aesthetic preferences.

Customizations and Enhancements

Get Satisfaction allows you to customize some elements of the community. So you can customize and adjust to your design patterns the following:

  • Community header & footer
  • Community browser favicon
  • Community colors & labels
  • Community main column & sidebar

For now you cannot customize look of Customer Case with addition of custom HTML snippets and styles. By default, the system uses the JIRA project logo as branding. You can always vote for the idea of portal customization in the company’s Customer Case.

Widgets and Social Media

Getsatisaction supports two types of widgets – Engage and Legacy. These widgets allow your customers and visitors to quickly submit their feedback, share their problems, find answers to questions and view the recent activity and discussed topics in your community. You need just to configure the widget and copy-paste the provided code onto your website or any other web resource.

The platform also provides the rich social sharing capabilities that will help your customers to share ideas with their friends and colleagues.

Customer Case does not have widgets for quick idea submission from external resources, but StiltSoft team plans to add these features in the next releases of Customer Case. You can show your interest in them by voting for these features – widget support and social sharing.

Pricing

Get Satisfaction does not reveal the pricing for their two plans. The solution is available in two bundles Professional and Enterprise, details of them can be found here. Due to the company policy, you cannot try a demo of the product, so you purchase the pig in a poke without knowing whether this solution will fit your business. The only thing that can reveal the features is the demonstration of the product, anyway you will have to wait for some time before their support team contact you.

Customer Case is a handy and simple add-on that allows you to get the full-fledged customer community platform on the basis of JIRA Cloud. All you need is to have valid subscription for both JIRA Cloud and Customer Case and then you can start using the portal with feedback forums. The current pricing shows the monthly spendings for the junction of JIRA Cloud and Customer Case. The current subscription shows the number of allowed JIRA users who can be moderators or support agents in Customer Case, the number of visitors and users of the feedback portal is not limited, as well as the number of feedback forums.

Users
Customer Case (Monthly Subscription)*
JIRA Cloud (Monthly Subscription)*
Total Monthly Solution Price
10 users $10 $10 $20
15 users $20 $50 $70
25 users $40 $100 $140
50 users $100 $200 $300
100 users $150 $300 $450
500 users $200 $500 $700
2000 users $400 $1,000 $1,400

If using the yearly subscription, the final price will be less due to the yearly discount.

Conclusion

Get Satisfaction is a customer-friendly and customizable feedback platform with the tools and options available for efficient management of incoming feedback. Its pricing model and impossibility to start a normal trial period are the cons that can scare away a part of potential customers. If it is not a problem for you, you can discuss your plan with their support team.

Customer Case in bundle with JIRA Cloud is a multi-featured customer relationship management platform created for maximally simple and quick aggregation of user feedback with the minimal spendings. The user friendly interface and simplicity of use are the key advantages of this solution. The continuous updates and improvements added in Customer Case will help you to run much more efficient feedback collection campaign.

JIRA & Customer Case vs UserVoice

August 25, 2015
#Jira#Collaboration
25 min

Are you a large vendor who has thousands of customers? So you should be aware of your actual customers’ needs. Aren’t you? So is there any solution that can you help with this? Yes, there is. Customer Case with JIRA Cloud can become an excellent customer satisfaction platform for gathering and managing customer feedback and improving customer experience with your products and services. The modern marketing policies determine the necessity of close interaction with customers and increasing their loyalty to your brand. This can be achieved only with the community build tool and your continuous work on enhancing your support and communication channels.

In our previous blog posts we have already compared the combination of JIRA Cloud and Customer Case against IdeaScaleUseResponseUserEcho and HunchBuzz. In the current blog post, we want to match them against another customer community platform – UserVoice. These two community build tools will be compared against each other by multiple functionality and usability parameters.

UseVoice is a customer satisfaction platform working in the Cloud. It provides you with the set of tools to gather customer feedback, perform basic moderation of submitted ideas and indicate the current status of them. You can start a trial account.

Customer Case is the the add-on created by StiltSoft team for JIRA Cloud ecosystem. It allows you to smoothly transition from the issue tracking platform to the full-fledged customer community platform with convenient tools for collecting user feedback and moving them it to production without special manipulations.

In the current blog post we will compare both rivals by the following parameters:

  • Login Capabilities
  • System Structure
  • Management of Ideas
  • Idea Moderation and Management of Idea Statuses
  • Voting System
  • Notifications and Subscriptions
  • Reporting and Analytics
  • Customization and Enhancements
  • Widgets & Social Media
  • Pricing

Login Capabilities

UserVoice provides visitors of your customer feedback portal with a capability to sign in with their social profiles on Facebook or Google+, or quickly sign in with entering only their email addresses. If logging with email address, your customers and visitors will be prompted to complete registration on the online community portal. Anyway registration is quite simple and quick, so it will not take much time, just entry of the full name and password.

uservoice_login_form

 

Customer Case provides the similar set of login capabilities. In addition to sign-in with Facebook or Google+ accounts, your visitors can create personal accounts. The number of registered customers does not anyhow affect the JIRA licensing, so you will not get any additional expenses on customer accounts. Your employees using JIRA Cloud can log in to Customer Case with their JIRA accounts, so their user experience with Customer Case will be quite smooth and pleasurable. Their status of company employees will be indicated with the special marker.

You can also enable the appropriate login options for each feedback forum.

System Structure

UserVoice creates a community feedback portal hosted in the Cloud infrastructure of the vendor. Your customer community platform receives a default sub-domain, but you can change the domain alias to the appropriate one and force the secure connection for users and visitors.

Your feedback portal can be comprised of multiple forums that can be created for your products. Management of forums is quite simple and includes the basic operations on them, such as adding new forums, editing or deleting the existing forums. Optionally you can make forums and invite users to join the created feedback forums. Granting access permissions can be performed via SSO, email domains or IP addresses.

Once your visitors open your online community portal, they will see the list of submitted ideas.

uservoice idea listing

The administrator of the community can add categories and assign ideas to the appropriate category for better navigation.

After installation of Customer Case add-on on your JIRA Cloud, you get the client feedback portal with the alias like company.customercase.com. By default, the ‘company’ name is taken from the JIRA Cloud company account, which looks like company.atlassian.netCustomer Case provides you with a capability to change the domain alias, so you can re-map online community portal to your custom domain. Details on how it can be done you can find here.

After creation of the customer feedback portal is complete, you can start adding new feedback forums on the basis of JIRA projects. No additional fees or subscription limitations are imposed to your feedback portal.

The created feedback forums will be exposed to your customers, and all the submitted ideas by visitors and users will be stored in your JIRA projects.

Creation of new feedback forums will not take much time of yours, so all you need is to select the appropriate JIRA projects, specify their names and description.

You will not experience problem with this, so upon completion you will get a list of feedback forums, Each feedback forum will have a unique URL path with the mapping to the corresponding feedback forum. All you need is to share these URL’s with your customers on your websites and web resources. You can always correct the forum name and its description, or delete the unnecessary feedback forums.

customer case access restriction

Additionally, you can create private feedback forums with the access restrictions by specific email domains and email addresses.

Management of Ideas

UserVoice allows your visitors to add new ideas on the home page of your community portal. The system tries to match the entered idea title to the already added ideas, and your customers will get a list of possible matches. If nothing is found, your visitors can submit a new idea. Optionally, they can leave description. Idea submission is also available through the left sidebar, which also requires entry of the similar information.

uservoice idea management

Users and visitors cannot perform a lot of actions on ideas. All they can do is to delete their own ideas, view and filter ideas on the forums or leave comments for other ideas.

Management of ideas is performed in the individual way, without bulk operations. The following operations are available to the administrator:

  • posting official response to ideas
  • editing the posted ideas or deleting unnecessary ideas
  • marking ideas as spam
  • adding idea supporters, notes and comments
  • changing status of ideas

uservoice

The administrator can also filter ideas by categories, statuses and labels. When opening the idea, the administrator can add labels, view supporters, view the associated SmartVote polls and get insight into possible revenue from the idea.

Each feedback forum in Customer Case shows the listing of the submitted ideas. Visitors can filter them by status or category, or sort the submitted ideas by the recent activity, number of votes or creation date.

customer case idea listing

Creation of a new idea is a quick and easy procedure, which requires entry of idea summary and its description. The visual text editor can help you to apply the required formatting, embed links or images into your ideas.

customer case jira

All customers and visitors of your feedback forums can post their comments, vote for interesting ideas or watch the required ideas. Your employees have also a capability to instantly transition to JIRA and view the selected idea there right from Customer Case.

Besides usage of Customer Case as feedback collection platform, you can use it as an open-access HelpDesk system for collecting customers’ issues.

Idea Moderation and Management of Idea Statuses

UserVoice is supplied with the moderation engine, which is disabled, by default. The administrator of the online community portal can enable moderation for the submitted ideas and comments, as well as allow users to flag the content as inappropriate. There are also options to enable Akismet spam filter and enable the profanity filter.

All the submitted comments and ideas are not posted until the administrator approves them in the special section of the customer feedback portal. After approval ideas and comments become visible on feedback forums, all the spam items are stored in the dedicated section until the administrator deletes them permanently.

Customer Case also has a moderation section where the support agent can instantly find all the ideas submitted on each specific feedback forum and view details of each item.

Here you can filter ideas by category or status or sort them depending on the recent activity, creation date or number of votes left.

Moderation of ideas can be performed with a group of ideas or with individual ideas. On the list with ideas, you need to open the appropriate feedback item and then select the necessary action, as follows:

  • add internal comments visible to other agents or external comments visible on the feedback forum to your visitors
  • edit or update the idea summary or description
  • delete or move the idea to another feedback forum
  • add links to some external web sources
  • add internal JIRA labels
  • clone the idea
  • attach files or screenshots to the idea
  • start progress on the idea or reject it

jira cloud issue

The administrator can also use the following bulk operations:

  • edit values of ideas
  • move ideas to another feedback forum
  • transition ideas to another status
  • delete ideas from the feedback forum
  • synchronize ideas with some external system
  • export ideas to Excel, XML or Word
  • share the list of ideas with some user

Managing Idea Statuses

UserVoice allows the administrator of the portal to manage idea statuses. It includes adding new statuses, editing or deleting the existing statuses, or re-ordering them. Creation of a new status requires entry of the status title and selection of the color. Optionally, can disable voting for the idea when the current status is applied. No workflow for idea statuses is available.

uservoice

Customer Case deals with the internal capabilities of JIRA Cloud. Management of idea statuses is performed through modifications in the project workflow, so you can always create a flexible workflow and add custom transitions for the associated idea statuses during work of your team on this or that idea.

jira cloud workflow management

Voting System

UserVoice allows your visitors and customers vote for the ideas they like, they can also take back their votes from the ideas they have already voted for.

uservoice voting

Customer Case is also bundled with the voting engine that your customers and visitors can use to vote for ideas. The user can leave his or her vote for any idea on the feedback forum, as the number of votes is not limited so your visitors are free to vote for all the ideas they want.

idea voting in Jira

Notifications and Subscriptions

UserVoice allows visitors and users of your customer feedback portal to select which notification types to receive:

The administrator of the portal has also a capability to select which notifications to receive, as follows:

  • moderation requests
  • new ideas
  • new comments
  • new notes
  • new user feedback
  • status updates
  • status updates on watched ideas
  • comments on watched ideas
  • daily digest of all activity on the portal

Customer Case notifies your visitors and customers when they become watchers of ideas. They start watching ideas after submission of their own ideas, commenting the idea or when they manually subscribe to some ideas. In this case, notifications about any activity on the ideas, such as addition new comments, or update of idea status will be sent to their mail boxes. In addition to Customer Case notification, administrators of the customer feedback forums can configure the required set of scheduled notifications about ideas through the built-in JIRA email subscriptions.

Reporting and Analytics

UserVoice is equipped with the reporting engine that allows you to get the generic statistics about activity on your feedback portal, such as number of users, ideas and so on. The activity thread keeps you updated on all events on your feedback forums.

uservoice dashboard

User Insights reports provide you with the mechanisms to compare new vs existing users, posted ideas, days of user activity, page views and some other information.

If you decide to use Customer Case, you will be able to take maximum of the JIRA’s reporting engine for output the series of data tables with required information or multiple pie or column charts with the relevant information. JIRA’s JQL queries can help you to get only the data you actually want to evaluate. For example, you can get the list of ideas from Customer Case project with more than 2 votes.

jira cloud idea filtration

You can always save the entered JQL queries and store them as individual filters for usage in the future, generating reports on their basis or viewing charts on your JIRA Cloud dashboard. You can fine tune appearance and parameters of charts and adjust to your needs or aesthetic preferences.

jira cloud reporting chart

Customizations and Enhancements

UserVoice allows you add minor updates into the design and look of your online community portal. For example, you can upload your logo, set colors for background, text and links, set redirection to the appropriate feedback forum or replace the existing styles and scripts with your own markup.

 

As of now, Customer Case does not offer special options to adjust look of your user community portal. By default, the system applies the JIRA project logo as branding. You can always vote for the idea of portal customization in the company’s Customer Case.

Widgets and Social Media

UserVoice allows you to show the feedback widget on your websites. All you need is to configure its look and insert its code onto the required pages of your website. And that’s all. The widget rotates the submitted ideas and allows visitors of your websites to vote for the ideas they are interested in.

With the help of social sharing functions, you can tweet some idea or put a like and share the idea on Facebook.

Customer Case does not provide any widgets for quick data access and usage from external resources, but StiltSoft team plans to have these features in the next releases of Customer Case. You can also support them by voting for these features – widget support and social sharing.

Pricing

UserVoice is a Cloud customer satisfaction platform that will release you from additional expenses on maintenance and infrastructure support. The key difference between packages is the number of supported accounts and monthly usage of your community portal, as follows:

  • Basic ($499 per month) – 3 administrators, 10k users, 40k API calls and 40k portal page views.
  • Premium ($999 per month) – 10 administrators, 25k users,100k API calls and 100k portal page views.
  • Enterprise (determined individually)  – 10+ administrators, 25k+ users, 100k+ API calls and and 100k+ portal page views.

Customer Case is the add-on for JIRA Cloud that transforms it into the customizable and flexible customer community platform. You need to get subscription for JIRA Cloud and Customer Case in order to start using the portal with feedback forums. We will provide the monthly prices for both systems. The pricing indicates the number of allowed JIRA users who can be administrators or support agents in Customer Case, the number of visitors and users of the feedback portal is unlimited, as well as the number of feedback forums.

Customer Case (Monthly Subscription)*
JIRA Cloud (Monthly Subscription)*
Total Monthly Solution Price
10 users $10 $10 $20
15 users $20 $50 $70
25 users $40 $100 $140
50 users $100 $200 $300
100 users $150 $300 $450
500 users $200 $500 $700
2000 users $400 $1,000 $1,400

In case of the yearly subscription, the resulting price will be less due to the yearly discount.

Conclusion

UserVoice is a rich-in-features customer feedback management platform that provides you with a set of tools to gather feedback from users and measure customer satisfaction with your products and services. This system will be a good solution for large companies, as the pricing for small companies will be the main disadvantage.

Customer Case together with JIRA Cloud is a multi-functional customer relationship management system created for gathering client feedback and rapid transition of submitted ideas to development process. The intuitive interface and helpful features will be a good experience for administrators of feedback forums and visitors of your community portal.

Multiple Ways to Collect Feedback from Customers

July 1, 2015
#Jira
11 min

Feedback is like manna from heaven for your business. It is the 21st-century cement for building your company branding and improving experience of your customers. Only feedback from real users of your products allows you to get insight into actual problems and needs of your customers and tailor your products and services to their requirements. But is it easy to collect and aggregate feedback? Of course, not. You may need several ways to request, process, analyze and store feedback for further optimization of your products and services.

Emails

Some people consider that email is some primitive and obsolete way of interaction. But it is not so. The correctly created email template with the engaging text can drive you to success. You can either send private emails to your customers or create a mailing campaign in some mail distribution tool, like MailChimpGetResponse or Constant Contact. Design an appealing email, add your questions or links to feedback forms and send personalized emails to all customers or segments depending on your targeting. With the built-in analytics reports you can measure your success and get the feedback from your customers.

mailchimp

The follow-up emails with the automatic distribution allow you to keep in touch with your customers and nurture loyalty of your users to your brand or company. But always remember that you should provide quick response to customers in this case, unlike your efforts will end in a failure.

Surveys

Surveys are an easy and quick way to check your ideas and assumptions about what your customers need in your products and services. You will always have a great pile of questions, but be careful and do not ask too many questions at once. From three to five questions will be quite enough for your customers.

You can try such tools as SurveyMonkeyGoogle FormsTypeForm or Zoho Surveys. They allow you to create surveys with different types of questions and further share their URLs with your contacts or directly send to the required emails. The available charts and graphs will easily visualize your collected data and you will get quick overview of all responses with division by answer.

google analytics survey

As an alternative to this approach you can embed your surveys to websites or open them as pop-up forms prompting customers to answer the questions. Additionally, you can also post your surveys on social networks, such as Facebook and get feedback when your customers open your branded page.

survey_monkey_embed_survey_website

Feedback and HelpDesk System

One more tool that can help you to handle all feedback items is feedback and helpdesk systems. Such applications allow you to host web-based portals, where your customers and users of your products can leave their ideas, share problems or submit support tickets. Such platforms provide you with the convenient tools to get insight into customers’ needs and find out issues they encounter while using your products.

jira cloud

Voting and comments will be also good suppliers of statistical and detailed data for you. Your customers will be also engaged with regular notifications about new comments or change of status for ideas or tickets.

Customer Case for JIRA Cloud can become this handy and simple tool for you. This customer feedback and helpdesk platform will do a good business for you and you will always have a list of what to do and improve in your products and services.

Usability Tests

Usability testing is not a one-minute procedure, but it provides you with many more advantages than other tools. It allows you to reveal the hidden intentions and behavioral aspects of your customers even when they do not realize them.

Close interaction with customers and usability testing allow you to define the behavioral patterns and identify possible usability issues when using your products or services. Even when you are unsure that usability testing is applicable for your business needs, do not hesitate – just try it! It will always give you some more hints and ideas of how to optimize and adjust your products and services to customers’ needs. UserTesting will do a good job for you if you need web-based testing of your system or application.

Face-to-Face Interviews

One more valuable and handy way to collect user feedback is personal interviews when you can freely communicate with them, ask questions and get answers to them. While communicating you can give attention to people’s attitudes, preferences, impressions and other psychological parameters that affect their behavior and ways of interaction with your products or services.

Additionally, you can also observe habits and behavior patterns of customers, find out their hidden wills and help them to realize issues with your products. If face-to-face communication is not possible, online communication tools will help you. SkypeGoToMeeting or Join.me will provide you with video conferencing and screen sharing features.

Social Experience Sharing

Social networks are no longer platforms for useless and meaningless communication between people. They have gained tools and mechanisms that you can utilize for collecting feedback from your customers. Submit your ideas, offers and thoughts on your company page, re-tweet or follow tweets, share news and updates with your audience, and track likes and comments left on your page.

facebook issue reply

Additionally, you can embed surveys and opinion polls and get additional data for analysis and evaluation. For engagement of your customers, you can organize different contest or conduct campaigns ‘Leave Feedback for Discount’. Sure they will work!

Customer Activity

Besides open communication with users and customers, you can run ‘spy’ tracking with analytics tools. Google Analytics will be a great assistant for you. Embed the tracking code onto your website or into your application. You will get valuable data about what section of your website or application is accessed most frequently, what buttons are clicked or tapped, what are generic workflows on your website or in your application.

google analytics behavioral flow report

Additionally, you can identify the possible problems and issues that interrupt the normal workflow and make your customers leave your website or stop usage of your application. Tracking of the checkout procedure can help you identify on which step your customers leave the shopping cart and optimize the elements and ease up the whole procedure.

google analytics funnel report

Comment Box and Web-Chat

Additional tools that can bring feedback to your hands are comment boxes and web-chat that prompt your customers to leave some feedback or contact the agent for details on your products and services.

You can quickly and easily embed comment boxes and live chats onto your website, shopping portal or web-application. Easy-to-use functionality and quick access to communication tool will be a good experience for your customers.

HTML Comment Box will let you easily embed the code of the comment box, and Live Chat or Pure Chat will let you install Live Chat module on your website.

live chat pop up

A plenty of communication channels for feedback aggregation allow you to choose the best means that will both be suitable for your company and appeal to your customers. Which tool to choose depends mainly on your customers, your product or service, your targets and objectives.

Customer Case: feedback and helpdesk system for JIRA Cloud

June 26, 2015
#Jira
10 min

The 21st century dictates new ways of interaction with customers. Now you cannot just create some product and make it available in the market. You need to continuously promote your products or services, interact with customers, resolve their issues and improve your brand recognition.

How it can be done? It is difficult to say, as usually it depends on the niche of your product or service, your customers’ preferences and demand for your product. The only thing which is essential and mandatory is some platform for managing incoming requests from your customers.

There are dozens of solutions with the different set of features and capabilities and, of course, new interface and new configuration options. But what if you already use some product that meets most your requirements, and you do not want to migrate to a new solution. You may encounter such a situation when you use JIRA Cloud for tracking issues and incidents and do not imagine your work without this ecosystem.

So what can you do? – No worry, there is a handy and robust solution – Customer Case for JIRA Cloud. You get a plenty of options and capabilities to transform your JIRA Cloud into feedback aggregation and public helpdesk system.

If you want to immediately see Customer Case in action, open our customer feedback portal and find out all the advantages of our solution.

Setup of Forums

Your feedback and helpdesk system will be based on forums mapped to specific JIRA projects. You can use JIRA projects for either storing ideas submitted by users of your products or collect issues from your customers.

This is quite simple and will not take much time and efforts of yours. All you just need is a free project where you’d like to save ideas or support requests to. No long procedures and configuration, just enter the forum name and its description, and you are done.

create forum form jira

Once you save the forum, you get a unique URL, which the forum is accessible on the Internet. Additionally, you can set the access restrictions and login options that will be used on the forum.

forum restriction form jira

When configuring the login options you can enable login with the following accounts:

  • Google+
  • Facebook
  • JIRA (for company employees)
  • personal user accounts

If you have no social account, you can aways register a personal user account with entry of your email and password. Such accounts do not affect the licensing of JIRA Cloud, so you as a vendor will not get additional expenses.

The set of login options will automatically reflected on the login form of the forum.

Access restrictions can be applied to the whole forum or you can leave it as public, so everyone will have direct access to your forum and will be able to submit their ideas and support requests. If you decide to restrict access for a certain, you can do it for specific mail domain or for individual user emails. All the specified users will receive invitation emails to join the forum.

forum restriction form

Feedback Forums

Once your customers proceed to the feedback forum, they will be prompted to log in to the forum with one of the available options.

customer case forum form

After the login they will get the list of ideas or issues submitted by other customers or users of your products or services.

customer case idea listing

Ideas or issues can be filtered by status or category, or sorted by creation date, recent activity or votes.

When your users decide to submit some idea or report some issue, they can do it through the quick form for feedback submission. Creation of an issue or idea is quite quick and simple, just leave a short title and some description. The visual text editor can help you to apply some formatting to your text, add links or create lists.

customer support portal in Jira

Customers can comment ideas or issues, watch them or leave votes for further prioritization of an issue or idea. While watching the idea or issue, your customers will receive notifications about added comments or status change.

issue commenting

In the user profile, your customers can view ideas or issues they submitted, votes and comments they left, and ideas or issues they are watching. The email address is visible only to the user, other people will not be able to find out your email address.

customer case issue

Internal Feedback Management

Further management of submitted ideas and issues is performed in JIRA Cloud with its tools and capabilities. When you open the JIRA project mapped to the feedback forum, you will get a list of ideas or reported issues. This information is available in the dedicated section of the add-on.

customer case in Jira Cloud

Here you can open the required idea or issue for closer examination and transition to the next workflow step. You can perform a lot of other management actions on the idea or issue depending on your current needs.

customer case issue detlails in Jira cloud

You can utilize default JIRA workflows or customer them to meet your requirements. So after submission of an idea or issue, you can instantly put them to production, start investigation or assign to the appropriate member of the team.

Jira Cloud workflow

Customer Case also provides an additional tab for communication with customers and users within JIRA Cloud. You can use the native JIRA comments for interactions with your teams, such comments will not be visible to your end users. The Ideas’ Coments tab of Customer Case can be used for communication with customers or posting official replies in Customer Case for the specific idea or issue.

customer case idea forums

Customer Case allows you to make a full-fledged feedback aggregation and issue management system from your JIRA Cloud with the minimum of efforts and expenses. Simple and intuitive interface will not let your customers get lost in the labyrints of ideas and issues, and you will be always aware of features your customers need and issues they encounter.

So are you ready to try this solution but do not know what to start with? No worry. If you already use JIRA Cloud, just click Try if for free link  on the Customer Case add-on page in the Atlassian Marketplace. For those who continue using JIRA Server, you can vote for the idea to have Customer Case for JIRA Server on our feedback forum.

If you are a newbie with Atlassian products but want evaluate a junction of JIRA Cloud and Customer Case, start a free trial of JIRA Cloud and then subscribe to Customer Case add-on. And here you are with the feedback and helpdesk system ready to work. If you still have any questions, feel free to contact us at support@stiltsoft.com.

JIRA & Customer Case vs HunchBuzz

May 5, 2015
#Jira
24 min

The modern marketing and retail has encountered a serious problem – how to sell some generic and unknown product to customers. Nowadays in the era of the Internet, each customer can find the required product online, read its reviews and order it with the shipping to the required location. These all facts have transformed a modern customer into a very picky and full-of-product-requirements person, who definitely knows what he wants. Today’s companies and manufacturers have already realized the necessity of communication with end users for tailoring products to their actual needs. For these objectives customer community building platforms have been created that provides you with tools for gathering customer feedback, its further analysis and measuring user satisfaction and customer loyalty to your brand.

In our recent blog posts we have already compared the combination of JIRA Cloud and Customer Case against IdeaScaleUseResponse and UserEcho. In the current blog post, we want to match them against a new customer community platform – HunchBuzz. These community build tools will be compared against each other by multiple functionality and usability parameters.

HunchBuzz is a customer satisfaction platform running in the Cloud. It supplies you with the means for customer feedback management through collection of customers’ ideas, their further moderation and indication of the current progress on them. You can start a trial account or request a demo.

Customer Case is the the add-on developed by StiltSoft team for JIRA Cloud ecosystem. It allows you to smoothly transform your issue tracking system into the featured customer community platform for collecting user feedback and migrating it to production without additional manipulations.

This blog post we will compare both rivals by the following options:

  • Login Capabilities
  • System Structure
  • Management of Ideas
  • Idea Moderation and Management of Idea Statuses
  • Voting System
  • Notifications and Subscriptions
  • Reporting and Analytics
  • Customization and Enhancements
  • Widgets & Social Media
  • Pricing

Login Capabilities

HunchBuzz provides visitors of your user community portal with a capability to sign in with a social account (Facebook or Google+) or create a new HunchBuzz user account. Creation of a new account requires entry of the email address, password and first name of the user.

Your customers can sign up to Customer Case with their social accounts on Facebook or Google+, or create a new account for the whole community forum. Company employees can also use their JIRA accounts for signing in to feedback forums, in this case the Employee marker will be shown next to the employee name. Users without social accounts can create a new account by entering email and password, so your customers can get quick access to Customer Case.

System Structure

HunchBuzz provides you with a community feedback portal that is hosted in the vendor’s Cloud infrastructure.Your community gets a default HunchBuzz sub-domain, domain aliasing is available only in the Enterprise pricing plan.

Your community is comprised of multiple challenges (projects) that you open for collecting feedback from your users and visitors of your products. While creating a challenge you can define a lot of settings, as follows:

  • set the challenge name and its description
  • enable prize rewards for active feedback users and the number of available prizes per challenge
  • set the close date for the challenge when all feedback items will be rejected
  • add up to 2 generic multi-choice questions
  • specify tags
  • enable/disable review feedback for evaluation of customer satisfaction (up to 4 metrics)
  • limit access to the challenge (submission, viewing, commenting and review)

Once your visitors open your community, they will see the list of available challenges. After opening a particular challenge, your visitors will see the list of submitted ideas, as follows:

The administrator of the community cannot manage feedback items or create new ones. Internal management of challenge categories is not also available, so all the submitted ideas will be stored as is without any categorization.

Installation of Customer Case add-on transforms your JIRA Cloud into the client feedback portal with the alias like company.customercase.com. The ‘company’ name is automatically retrieved from the JIRA Cloud compny account, which looks like company.atlassian.netCustomer Case supports the domain aliasing so you can always map your online community portal to a custom domain of yours. Details on this procedure are available here.

Once creation of the customer feedback portal is complete, you can start adding feedback forums and no subscription limitations or fees will be imposed to your user feedback portal. Feedback forums work on the basis of native JIRA projects that will be used for storing ideas submitted by visitors and users of your products.

Creation of a new feedback forum is quite a simple procedure that requires nothing more than entry of the forum name and its description, and selection of the appropriate JIRA project for storing ideas. Even newbies in JIRA will not experience any problems with this. Upon creation of the feedback forum, you will get a unique URL path with the mapping to the corresponding feedback forum. You can further share this URL with your customers on your websites or online resources. It is not a problem to add corrections or update the feedback forum, or remove it if no longer needed. All the submitted will be saved and kept in your JIRA as separate tasks with visitors’ comments.

Management of Ideas

HunchBuzz provides visitors with a capability to add ideas on the home page of the community. Once the user has entered the initial title of the idea, the system will try to find duplicates or ideas having the same keywords.

The user can instantly proceed to creation of the idea by clicking the Post New Idea button. In addition to the idea title, the user should enter the description in the visual text editor. Optionally, one file of the specified formats can be attached to the issue.

Management of ideas is available in the individual way without any bulk operations. The following operations are available to the generic user:

  • adding a new comment or deleting the already left one
  • posting the metrics review
  • subscribing to the idea updates
  • printing the current idea

In addition to the above mentioned actions, the administrator can perform the following ones:

  • updating the idea status
  • viewing statistics for the current idea
  • editing the idea title and description
  • deleting the idea from the challenge

Customer Case displays the paginated listing of all ideas left by users on the current feedback forum. Several filters allow you to narrow the list of ideas by the appropriate status and category. Additionally, you can sort the submitted ideas by the recent activity, number of votes or creation date.

Creation of a new idea requires entry of only idea summary and idea description. The visual text editor allows you to apply the required formatting, embed links and images into your ideas.

All customers and visitors of your feedback forums can post their comments with idea updates, vote for interesting ideas or watch the featured ideas.

Idea Moderation and Management of Idea Statuses

HunchBuzz is equipped with a simple idea moderation engine, which can be activated in the settings of the user community portal. Once it is activated, all the submitted ideas will be published as is, but you will get a notification about suspicious feedback items. There is also an additional section where the administrator can view all the newly submitted and not approved ideas.

The administrator can either delete the idea if assumes it to be spam or delete the report, so the idea will be no longer marked as suspicious.

Customer Case is also supplied with the simple moderation section where the support agent can view all the submitted ideas on each specific feedback forum and view details of each feedback item.

Here the moderator can filter ideas by category or status or sort them depending on the recent activity, creation date or number of votes.

Moderation of ideas can be performed either in a bulk or an individual way. On the list with ideas, you need to select the appropriate feedback item and perform the appropriate action on it, as follows:

  • add internal or external comment visible on the feedback forum
  • edit the idea summary or description
  • delete or move the idea
  • add links to some external web sources
  • add internal labels
  • clone the idea
  • attach files or screenshots
  • start progress on the idea or reject it

The following bulk operations are available to administrators:

  • edit values of ideas
  • move ideas to another feedback forum
  • transition ideas to another status
  • delete ideas from the feedback forum
  • synchronize ideas with some external system
  • export ideas to Excel, XML or Word
  • share the list of ideas with some user

Managing Idea Statuses

Management of idea statuses (stage labels) in HunchBuzz is quite simple. You can add new labels, edit the existing ones and delete the no longer needed statuses. While adding or editing the idea status, the administrator can enable/disable voting for ideas being the current status.

Customer Case uses the built-in features and capabilities of JIRA Coud for management of idea statuses through modifications in the project workflow. You can always customize and adapt the idea management workflow and add custom transitions for the associated idea statuses.

Voting System

HunchBuzz supplies users of the online community portal with the progressive voting system, that allocates the variable number of votes depending on your choice. So the range of available voting options varies from ‘-2’ for the Really dislike option and up to ‘+2’ for the Really like option. Voting for comments is not available. The moderator’s comments left when updating the idea status are shown at the top of the comment thread.

Customer Case also has a voting engine that allows your customers and visitors leave their votes for ideas. The user can leave his or her vote for any idea on the feedback forum, as the number of votes is not limited so your visitors are free to vote for the required ideas. Voting for or against comments, as well as marking comments as featured are not available in Customer Case.

Notifications and Subscriptions

HunchBuzz provides a standard set of notifications that are sent to users upon occurrence of the following events:

  • adding new ideas into the challenge
  • updating the idea status
  • commenting ideas

In order to receive updates on all ideas in the challenge, users can subscribe to the appropriate challenge. The administrator also receives notifications about left reviews and ideas pending moderation.

Customer Case sends multiple notifications about idea events when users become watchers of ideas. You become automatically a watcher of your own ideas and ideas that you have started watching or have commented. In this case, notifications about any activity on the ideas, for example addition of a new comment, or update of idea status will be sent to your mail box.

Administrators of the customer feedback forums can configure the required set of notifications about ideas through the native JIRA email subscriptions created on the basis of idea filtered results.

Reporting and Analytics

HunchBuzz provides a basic idea reporting engine, that allows you to view statistics data for individual ideas, as follows:

The Community Contributors block keeps track of the most active idea contributors.

If using Customer Case you can utilize the standard JIRA’s report generation capabilities to output the series of data tables with required information or multiple pie or column charts with the relevant information. JIRA’s JQL queries can also significantly simplify the way of getting the list of ideas matching your search criteria, for example, ideas from Customer Case project with more than 2 votes.

The written JQL queries can be stored as individual filters for the next time when you will need this information. The saved filers can be also used for viewing charts on your JIRA dashboard. The look and parameters of charts can be easily modified and adjusted to your actual requirements.

Customizations and Enhancements

HunchBuzz allows you to configure the color scheme for your community and load the branded logos.

Customer Case does not provide special augmentations for customizing appearance of your user community portal. By default, the system uses the JIRA project logo on the corresponding feedback forum as branding. You can leave your vote for the idea of portal customization in the company’s Customer Case.

Widgets and Social Media

HunchBuzz allows you to embed the feedback widget onto your website by inserting the corresponding widget code. When the user opens, he/she will see the pop-up form listing the recently added ideas and the field to enter new ideas.

It also provides the social sharing block for sharing ideas on Facebook, LinkedIn and Twitter.

Customer Case does not allow you to add widgets for quick data accessibility from external resources, but StiltSoft team plans to add this feature in future releases of Customer Case. You can also leave your vote or comment for widget support and social sharing.

Pricing

HunchBuzz is a Cloud-hosted customer satisfaction platform that will no take extra money for maintenance or infrastructure support. This solution has several pricing plans, as follows:

  • Lite – completely free. The following options are included: 1 administrator of the community, 10 users, 1 active challenge, public community and no capability to attach files to ideas.
  • Standard – $75 per month. The following options are included: 2 administrators of the community, 50 users, 10 active challenges, public or private communities and 10-megabyte file attachments.
  • Enhanced – $199 per month. The following options are included: 20 administrators of the community, 200 users, 20 active challenges, public or private communities, 20-megabyte file attachments and Rewards Store.
  • Unlimited – price is agreed individually. The following options are included: unlimited administrators, users and challenges, public or private communities, 50-megabyte file attachments, Rewards Store, Domain Aliasing and AD/SAML Single Sign-On.

Customer Case as customer community platform that operates in integration with JIRA Cloud. You need to have subscription to both JIRA Cloud and Customer Case to start using the feedback portal with forums. We will provide price of the one-month subscription for both systems. The pricing shows the number of allowed users who are administrators or support agents in Customer Case, the number of visitors and users of the feedback portal is not limited, as well as the number of open and private forums.

X
Customer Case (Monthly Subscription)*
JIRA Cloud (Monthly Subscription)*
Total Monthly Solution Price
10 users $10 $10 $20
15 users $20 $50 $70
25 users $40 $100 $140
50 users $100 $200 $300
100 users $150 $300 $450
500 users $200 $500 $700
2000 users $400 $1,000 $1,400

If using the yearly subscription, this solution will cost you less due to the yearly discount.

Conclusion

HunchBuzz is a simple customer feedback management platform that provides the required set of tools for collecting user feedback and measuring customer satisfaction with easy-to-use user interface. This system is an ideal solution for small companies with only several support agents involved.

Customer Case together with JIRA Cloud is a well-equipped multi-level customer relationship management system that will be ideal for both gathering client feedback and instant transition of ideas to production without long and tedious migration procedures. User-friendly interface and useful features will provide your customers and administrators of feedback forums with a really good experience in idea management.

JIRA & Customer Case vs UserEcho

April 28, 2015
#Jira
28 min

The modern customer is a very picky and particular about quality person who exactly knows what, when and to what extent he wants from your products. Today companies and vendors realize that besides selling products, you need also to capture your customers and satisfy their actual requirements. As a loyal customer is worth several new customers that only start using your products. Here just come customer community building platforms that allow you togather customer feedback, analyze the required updates and modifications in your products and services and measure user satisfaction and loyalty to your brand.

In our previous blog posts we have already compared the combination of JIRA Cloud and Customer Case against IdeaScale and UseResponse. In this blog post we are going to review and test customer community platforms – UserEcho and a bundle of JIRA Cloud and Customer Case. Community build tools will be compared by functionality and usability parameters.

UserEcho is a Cloud customer satisfaction platform that provides options for customer feedback management, helpdesk engine for handling customers’ support tickets and online support channel for instant communication via live chat. You can start demo to see this platform in action.

Customer Case is the JIRA Cloud add-on developed by StiltSoft team. It allows you to transition from the issue tracking system to the powerful customer community platform for aggregating user feedback and setting it to production without additional manipulations.

Both customer feedback management systems will be compared by the following parameters:

  • Login Capabilities
  • System Structure
  • Management of Ideas
  • Idea Moderation and Management of Idea Statuses
  • Voting System
  • Notifications and Subscriptions
  • Reporting and Analytics
  • Customization and Enhancements
  • Widgets & Social Media
  • Pricing

Login Capabilities

UserEcho allows you and your customers to log in to the user community portal with a personal account or with a social account on one of the following social networks or online services:

  • Facebook
  • Twitter
  • Google+
  • VK
  • Yahoo
  • Windows Live
  • GitHub
  • Yandex
  • OpenID

For signup to Customer Case your customers and users of your products can use their Google+ or Facebook social accounts to get access to the required feedback forum. Company support agents can sign in with their JIRA accounts without a necessity to have a separate account. Users having no social accounts can create a new account in Customer Case. It is a quick and simple procedure requiring entry or email and password, so you can almost instantly access Customer Case.

System Structure

UserEcho provides a single community feedback portal that is hosted in the UserEcho’s Cloud infrastructure. By default, your community forum gets a default UserEcho sub-domain, but you can always move to the sub-domain of yours.

The community portal is comprised of feedback forums used for storing the submitted user feedback items. The administrator can manage forums, as follows:

  • add new forums
  • delete the no longer needed forums
  • regulate order of forums on the portal
  • set branding icon for each forum
  • define voting parameters for each forum individually
  • manage basic data mappings (initial status of feedback items, associations with Helpdesk and Knowledgebase)

The community forum gets a set of feedback items, which you can use for categorizing user feedback. You get a set of 5 default feedback types, which you can only edit:

  • ideas
  • questions
  • bugs
  • praises
  • news

If it is not enough, you can add your own feedback types with the default statuses (New, Planned, Completed) or add a new set of statuses adapted to your workflow. For any new feedback type, you can apply a specific icon for better visibility.

Management of categories for storing feedback items is quite simple. You can create the hierarchical structure with parent and child categories for better navigability and accessibility of your ideas. Optionally you can define which users can submit feedback to the category – either all users of your community portal or only staff members.

After installation of Customer Case add-on on your JIRA Cloud, you can start managing the client feedback portal with the alias similar to company.customercase.com. The ‘company’ name is automatically fetched from the JIRA Cloud account, which looks like company.atlassian.netCustomer Case support the mapping of your online community portal to a custom domain of yours. Details on this procedure are available here.

Once the customer feedback portal has been created, you can proceed to adding feedback forums and no extra limitations or fees will be imposed by your JIRA Cloud subscription. Feedback forums operate on the basis of JIRA projects that store the submitted ideas from your visitors and users of your products.

Creation of a new feedback forum requires entry of the forum name and its description, and selection of the appropriate JIRA project for storing ideas. The procedure is quite intuitive and simple, so even JIRA-inexperienced users will not have problems with this. Afterwards each feedback forum of yours receives a unique URL path, which you can use and share on your websites with customers and visitors. You can always add corrections or update the feedback forum, or remove it if no longer needed. All the submitted ideas will be preserved in your JIRA as separate tasks with comments.

Management of Ideas

UserEcho allows your customers to start entering their ideas or feedback right on the home page of your online community portal. The system samples entries matching the entered query and shows the list of similar ideas or feedback items.

Once you decide to add a new one idea, you will see the form where you can enter the header of your feedback item, add description and select the appropriate feedback type and category for posting your request. The visual text editor allows you to add formatting, attach files, insert links and paste tables. Additionally, you can manually regulate visibility of your feedback request on the forum if you want it to be private.

You can also embed some custom fields into your feedback collection form. One more enhancement is support for opinion polls that can be instantly inserted into existing feedback items.

After submission, your idea (question, praise, problem or news item) can be posted as is or moved to moderation when the administrator will take a decision to post this feedback item or not.

Once the user’s idea has been published the administrator can perform multiple actions on it, as follows:

  • add the official replay to the posted feedback item
  • change status of the entry
  • edit the header or description of the idea
  • assign the feedback item to the appropriate category
  • add tags or assign performers to an idea or other feedback types
  • manage translations for other visitors
  • merge several feedback items in a single one
  • view the voters for this feedback entry
  • manage poll settings (creation of simple polls under the feedback entry)
  • view information about the user who posted this entry
  • move to another forum or delete the entry

Your users can edit their own feedback items, assign tags or delete entries. While viewing the list of feedback items, you can filter them by type and status, and sort them by top ratings, recent updates, comments, votes and categories.

Customer Case shows you the listing of ideas submitted on the current feedback forum. The set of filters allows you to get ideas of the appropriate status and category. Additionally, you can always sort them by the recent activity, number of votes or creation date.

Creation of a new idea is quite simple and requires from you input of the idea summary and description. The visual text editor allows you to set the required formatting, insert links and images into your ideas.

All customers and visitors of your feedback forums can leave comments, vote for ideas or watch the required ones.

Idea Moderation and Management of Idea Statuses

UserEcho is bundled with the moderation engine, which can be enabled by the administrator when needed.

  • Moderation is off – all the information submitted by users will appear on the feedback forum without moderation.
  • User-moderation – all the information submitted by users will appear on the feedback forum and users will be able to edit them, add tags, mark as inappropriate, spam or duplicate.
  • Akismet filtering – all the information submitted to the feedback forum will be passed through Akismet spam filter. If any spam is detected, then content is moved to the moderation queue and then posted.
  • Pre-moderation – all the information submitted to the feedback forum will be moved to internal moderation by the portal agents.

The agent has special interface for reviewing the feedback items, tickets and comments pending moderation. The administrator of the portal can moderate ideas while viewing them in the individual way.

By using the toolbar, the portal administrator can perform different actions. Bulk operations on feedback items are not available.

Customer Case also has the moderation section where the support agent can review all the ideas submitted by your customers on the specific feedback forum and open each feedback item for viewing details of it.

Here you can filter ideas by category or status or sort them by recent activity, creation date or number of votes.

Moderation of ideas can be performed in bulk or individually. On the list with ideas, you need to locate the appropriate feedback item and perform the appropriate action on it, as follows:

  • add internal or external comment visible on the feedback forum
  • edit the idea summary or description
  • delete or move the idea
  • add links to some external web sources
  • add internal labels
  • clone the idea
  • attach files or screenshots
  • start progress on the idea or reject it

The following batch operations are available to you:

  • edit values of ideas
  • move ideas to another feedback forum
  • transition ideas to another status
  • delete ideas from the feedback forum
  • synchronize ideas with some external system
  • export ideas to Excel, XML or Word
  • share the list of ideas with some user

Managing Idea Statuses

The administrator of UserEcho can define the idea status while viewing the idea (bug, question, praise) or moderating it by clicking the corresponding option.

Management of idea statuses is available in the Setup section of UserEcho. Here the administrator can manage statuses for all customer experience items at once. The default statuses are read-only and cannot be edited or removed. All the statuses created manually by the administrator can be edited, removed and or moved up or down in the status order. During creation of a new status, the administrator should enter the status name, select its type and pick the color.

Customer Case utilize the internal capabilities of JIRA to manage idea statuses through customization of the project workflow. You can always adapt the idea handling workflow and add custom transitions for the associated idea statuses.

Voting System

UserEcho supplies users of the online community portal with a capability to vote for or against ideas, bugs, praises and questions. This can be done while viewing the list of feedback items on the home page of the community portal or when opening each item individually.

Administrators of the portal can also vote for or against feedback items while moderating them or viewing the overall listing. Knowledgebase articles can be also marked as helpful or not helpful. There is also an option allowing users of the portal to vote for or against comments of other visitors.

The administrator of UserEcho can also pin one or multiple users’ comments to the top of the comment thread or unpin if needed.

Customer Case provides your customers and visitors with the capability to vote for ideas too. Your ideas get your vote automatically, but you can always take it back if you wnat. Your customers and visitors are not limited in the number of votes per feedback forum and can vote for any feature they want. Voting for or against comments is not available now, as well as marking comments as featured.

Notifications and Subscriptions

UserEcho provides users and visitors of the portal with a capability to manually configure receipt of notifications about specific events on the portal. Users can also subscribe to some feedback sections if they want to receive regular updates on them. The user can also regulate subscription for individual feedback items, which he/she is currently subscribed to.

Basically, the user can get notifications about the following events:

  • new topic creation
  • new comment creation
  • topic status update
  • updates in watched topics
  • topic merging
  • news channel subscription

The administrator can also configure notifications for each user in particular.

Customer Case sends email subscription notifications about events when users become watchers ideas. You become automatically a watcher of your own ideas and ideas that you are watching or have commented. In this case, you will get notifications about any activity on the ideas, for example addition of a new comment, or update of idea status.

Administrators of the customer feedback forums can configure the required notifications about the ideas through the built-in JIRA email subscriptions based on idea filtered results.

Reporting and Analytics

UserEcho provides a series of basic reports on the submitted feedback items. These reports allow administrators to track the overall activity on the feedback ports and measure customer satisfaction based on its internal algorithms.

The system also provides the reports on the following KPIs:

  • staff activity
  • chat activity
  • user’s satisfaction

Administrators can select the appropriate reporting period when generating reports.

The Community Stats dashboard shows the relevant statistics about registered users, added topics, left comments and votes.

Customer Case lets you utilize JIRA’s report generation capabilities to output either the series of data tables with information or multiple pie or column charts with the relevant information.

If using JIRA’s JQL queries you can instantly retrieve a list of ideas matching your search criteria, for example, ideas from Customer Case project with more than 2 votes.

The used JQL queries can be saved as individual filters for quick access next time you need them, or use these filters for viewing charts on your JIRA dashboard. The look and parameters of charts can be easily customized and its display parameters can be adjusted to your requirements.

Customizations and Enhancements

UserEcho allows you to customize the look of your online community portal, configure the order and set of data blocks shown on the portal. For each data block, the administrator can define its specific parameters, for example number of items to show, display only items of specific types, statuses or categories, order topics by some parameter and so on.

You can also apply your company branding, specify the color scheme for the feedback forum and define the position of the dashboard with widgets.

Additionally, you can can customize the look of the home page of your client feedback portal with optional interface modules and re-arrange their placement on the home page of the portal.

UserEcho also provides the ticketing and chat integration engines for better interaction with users. For display of the chat form, the administrator can set up special triggers for occurrence of pre-defined events, as follows:

  • time on site
  • time on page
  • time since last chat
  • viewed pages count
  • visitor page URL
  • visitor language

Customer Case does not provide any display augmentations for now, so you will be temporarily not able to customize look of your feedback portals. By default, it takes the JIRA project logo on the corresponding feedback forum as branding. You can leave your vote for the idea of portal customization in the company’s Customer Case.

Widgets and Social Media

UserEcho provides the feedback widget, which look and parameters can be customized and configured as needed.

The administrator just needs to paste the code of the widget on to the required website. It will allow users to quickly submit feedback items without visiting the feedback portal. You can define which forum and category the feedback items are submitted to, configure text snippets and colors of the widget, select the appropriate widget type and actions upon click on it.

The administrator can also enable the chat module, which can be displayed on your online community portal or on your company website.

Users can share information with friends on social networks (Facebook, Twitter, Google+) or directly email to friends about the following items:

  • ideas
  • problems
  • bugs
  • praises
  • news items
  • tickets
  • knowledge base articles

Customer Case does not provide any widgets for easier data accessibility from external resources, but StiltSoft team plans to add them in future releases of the product. You can also leave your vote or comment for widget supportand social sharing.

Pricing

UserEcho is a web-hosted customer satisfaction platform that will no require additional expenses on maintenance or infrastructure support. Price is fixed and equals $15 per each support agent per month.

Customer Case as customer community platform that operates when integrated with JIRA Cloud. You need to subscribe to JIRA and Customer Case to start using the feedback portal with forums. We will provide price of the one-month subscription for both systems:

Customer Case (Monthly Subscription)* JIRA Cloud (Monthly Subscription)* Total Price per One Agent Total Monthly Solution Price
10 users $10 $10 $2 $20
15 users $20 $50 $4.70 $70
25 users $40 $100 $5.60 $140
50 users $100 $200 $6.00 $300
100 users $150 $300 $4.50 $450
500 users $200 $500 $1.40 $700
2000 users $400 $1,000 $0.70 $1,400

If using the yearly subscription, this solution will cost you less due to the yearly discount.

Conclusion

UserEcho is a robust and powerful customer feedback management platform that provides your customers and users of your products with a lot of ways to submit feedback. Now you can quickly measure customer satisfaction with the well-planned interface and rich-in-features functionality. Chat module and helpdesk engine will become a good helpers for instant interaction with customers and keeping the support requests. This system will be ideal for small companies with several support agents involved.

Customer Case in bundle with JIRA Cloud is a complex multi-layered customer relationship management system that can be ideal for both collecting client feedback and rapid transition of ideas to production without any additional migration procedures. Intuitive interface and simplicity of use will become a really good experience to your customers and you will not spend your life on system deployment and configuration.