Feedback templates help you collect structured feedback from your teammates and customers, instead of free-form text that's hard to act on.
There are two generations of feedback templates. Chrome and Slack use the new question-based templates. Creating feedback directly in Harvestr, and the HubSpot widget, still use the classic title-and-content templates.
If you built templates before the change, see Migrate to the new feedback templates.
Which template type applies where
Where | Template type |
New — custom questions | |
New — custom questions | |
Classic — title and content | |
Creating feedback directly in Harvestr | Classic — title and content |
Its own question template, configured in the widget settings |
Microsoft Teams does not use feedback templates.
New templates: custom questions
Instead of one text field with a placeholder, the new templates let you build a small form. You choose which default fields appear and whether they're required, then add your own questions.
Four question types are available:
Input — short single-line text
Textarea — longer multi-line text
Single select — one option from a dropdown
Multi select — several options from a dropdown
Each question can carry its own description, shown as guidance to whoever is submitting.
Set these up from the integration's own settings: Chrome extension settings or Slack settings. The Chrome extension article walks through the full configuration.
Classic templates: title and content
A classic feedback template is made of three parts:
Template title — the name you give the template to identify it
Message title — what gets populated as the title of the feedback
Message content — what gets populated as the content of the feedback
When you create feedback using a classic template, its title and content are pre-filled from the template.
Creating a classic template
Go to the templates section in your Harvestr settings and click Create new template.
Setting a default template for an integration
Choose the default template for each integration from that integration's settings. Once selected, it loads automatically when your teammates send feedback.
Using a template inside Harvestr
When creating new feedback in your inbox, select a template from the top right corner of the feedback creation window.
Template samples
Need inspiration? Here are two examples from templates built by Harvestr customers. Copy and paste them into your template's content field.
Sales feedback template
What is the problem expressed by the prospect? [ Write here ]What are potential solutions? [ Write here ]How important is it? Is this a deal blocker? How much potential revenue is at stake?
User interview template
1. Who is using the product?2. How have you been using the product?3. Does it meet your needs?4. Do you have any comments about simplicity / usability?5. What are you missing today?6. How would you like to go further with our product?