There is a mechanism in Kanbanize to collect "positive" and "negative" feedback to specific cards on a board.
This is mostly used for HelpDesk or Customer Services Teams that after completion of a task they would like to receive feedback for their services.
Step 1: Send a custom feedback email to the author of the task
- Create a business rule that will get activated when a card is moved to Done, or each Monday morning, or 2 days after the card is completed (moved to done), etc.
Use an action to send a custom Email Notification to the reporter of the request.
- Make your own custom email that fits best for collecting the feedback you need. The Notification could look something like this:
- When the user clicks on the links above, the first one will show up as a thank you page with your logo on top.
Note: Make sure you have uploaded your logo from the top right Account Menu -> My Account -> Settings
- The second link (negative) will show a simple form with a reversed question for collecting some data from the customer. Check the image below.
Note: The text of the feedback screens/form is fixed and cannot be changed. Use it as it is!
Step 2: Build your feedback links.
- Positive:
https://<your_subdomain>.kanbanize.com/support/ctrl_feedback/good?id=BB<your_board_id>BECB<CardID>CEHB<Company_unique_hash_key> - Negative:
https://<your_subdomain>.kanbanize.com/support/ctrl_feedback/bad?id=BB<your_board_id>BECB<CardID>CEHB<Company_unique_hash_key> - Where:
- <your_subdomain> is the account identifier e.g. company.kanbanize.com
- good/bad is the identifier of the feedback.
- <your_board_id> is the id where the cards are located. This one is fixed.
- <CardID> is the id of the Card where the feedback will be added.
In the link add the card between CB and CE.
Note: Make sure there are no white spaces/intervals between the variable CardID field and the CB and CE symbols. - <Company_unique_hash_key> this one is a specific key for your company. It is used as an identifier and for security purposes. Contact support@kanbanize.com and we'll provide this key to you.
- <your_subdomain> is the account identifier e.g. company.kanbanize.com
Step 3: Generate your reports
- Create a search filter for your board via the Advanced Search panel:
- Board is the board where the cards are located.
- Tags field contains a "positive" or "negative" tag.
- Last date moved to Done is Last Week, Month, etc. what fits best in your report.
- Use the Table view to inspect the cards or the Pie Chart to slice your data by tags and count for your reports.
Note: The negative feedback will be added as a card comment.