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Creating and linking customers to feedback messages
Creating and linking customers to feedback messages
Valentin Huang avatar
Written by Valentin Huang
Updated over 4 months ago

Feedback is nothing without the customer who gave it. Identifying and qualifying these users and companies will help you :

  • segment and prioritize customer feedback

  • identify your most engaged users and potential beta testers

  • close the loop with customers when you release a feature they have requested

In Harvestr, every feedback has a customer assigned to it. It can be a user alone, a user with an associated company, or just a company based on the information you have when sending feedback. You can edit the customer assigned to a feedback message by clicking Change next to the feedback submitter's name.

How are customers created in Harvestr?

When receiving new feedback

If you receive feedback from an external source like Zendesk or Salesforce, we will automatically create the customer in Harvestr if it does not already exist.

If you get new feedback from a customer who already exists in your Harvestr project, we automatically assign this feedback to the same customer, no matter the channel from which it comes.

When syncing customers from your CRM

When you sync customers from your CRM and activate the option to "Make all of your CRM users and companies searchable when assigning feedback to customers in Harvestr," you'll be able to create customers in Harvestr by searching them in your CRM database.

When importing customers in bulk

You can import customers in bulk using our customer import or multi-object import.

Manual customer creation

You can manually create a customer in Harvestr from a feedback message.

You can also create users and companies from the customer section.

Customers are automatically linked to Discoveries via their feedback

When you link feedback to a Discovery, the customer who gave you this feedback is also automatically assigned to this Discovery. 

This lets you quickly see who is concerned by a product improvement opportunity you are working on and makes it easier for you to contact them when needed, during a product release, for example.

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