You can have your end-users or live support agents send you helpful comments on your tree. For Zingtree Hosted workflows, you can enable this feature using the Settings tool > Display tab.
The end-users of your workflow simply click on a comment button at the bottom right of each node, like this:
Agents and Users can leave helpful Feedback during any step of the process:
Some details about Feedback Submission form:
- Email Address: Users are required to enter their email address. This is helpful so that Authors can reply to the Feedback comments when necessary.
- Category: The user can select from these available categories. The categories will help you to work through your Feedback in a productive manner. The default category is General. But you may have a specific team member that handles the technical Feedback, and possibly someone else that handles content, etc.
- Title: A brief summary of the Feedback.
- Message: The detailed Feedback.
- Feedback is delivered to all authors who have authoring permissions on that tree.
- You can instead have Feedback delivered to a custom email address.
- You can also see which nodes have Feedback using the Overview tools, and respond to the person who submitted Feedback.
How to Enable Feedback
- Open your workflow, and go to the Settings tool.
- Under the Display tab, tick the Show Feedback option:
- Normally, Feedback will be sent to to the email address of anyone who is an Author on the tree. You can have the email sent to a different set of people by entering their email address (comma separated) instead.
Reading, Replying and Tracking Feedback
You can see all workflows with comments from the My workflows page. They have a blue comment bubble icon, as shown here:
Clicking the blue comment button lets you see all open Feedback for that tree.
Clicking the 3 dots at the far right of the entry, allows you to open the full details, reply to the commenter, and see the Session Details that led the commenter to that node.
Clicking the node number will take you directly to the node where Feedback was left.
If Feedback was left on a Content Node, you'll also see a section at the bottom of the content node with the details of that Feedback where you can open, edit, or respond.
Updating Feedback Status and Category
To change the status of the Feedback comment, choose Open from the 3 dots menu shown above.
From here you can change the status to one of the following:
- New: All new Feedback that has not been yet been acted on is set to New.
- Active: When actively working on Feedback, set the status to Active until your changes are published.
- Resolved: Once you've resolved the Feedback and published your changes, this is a good time to update the status to "Resolved". Feedback marked as resolved will no longer show the blue comment bubble on the My workflows page. However, the Feedback will still be preserved in your Feedback Report.
- Dismissed: Choose this status if you've made a business decision to not act on the Feedback. Feedback marked as Dismissed will no longer show the blue comment bubble on the My workflows page. However, the Feedback will still be preserved in your Feedback Report.
Usage & Permissions
This feature is not limited to Agents. You can collect Feedback from any end-user if Feedback is turned on in the workflow's settings.
Only Authors who are assigned edit rights on a workflow can see and act on submitted Feedback.