How Does the Portal Feedback Popup Feature Work? (Beta)

***This feature is in beta testing and is available by request only.***

The Portal Feedback Popup feature allows you to capture feedback from Partner and Distributor Users about their portal experience. When enabled, it helps you gather insights on overall usability, collect quick feedback on new features or content, and identify opportunities to enhance the Partner and Distributor experience.

How It Works

A popup dialog appears to Partner and Distributor Users with a star rating scale. The popup can be configured to automatically appear based on thresholds such as:

• After a User has logged in 5 times.
• After completing activities/actions in the portal.

Alternatively, Users can click the Question Mark icon in the top right corner and then select "Submit Feedback" to provide feedback. 

NOTE: The Submit Feedback option is visible only to Partner and Distributor Users.

Users can rate their experience on a numerical scale of 1-5 stars (e.g., 1 star for poor, five stars for excellent) as well as provide written comments before submitting their feedback.

After submission, Users see a thank-you confirmation message. 

Reporting: 

All feedback is logged in the Activity Report (Reports > Activity Reports), where it can be filtered to show "Review Submitted" activities. From there, you can:

• Filter by date range, User, or Organization.
• View star ratings and written comments.

Notifications: 

Feedback notifications are sent to the address listed for your Portal Support Email (Settings > Email > Email Settings). To add additional recipients, please contact our Support Team.

Enabling the Feedback Popup (Beta):

The Portal Feedback Popup feature is currently in beta testing and must be enabled by our Support Team. If you’d like to participate, please contact Channeltivity Support to have the feature turned on for your portal.

As part of the beta, the following elements can be customized upon request:

We encourage you to share any feedback or questions about this feature with our Support Team. Your input is invaluable in helping us refine the functionality and will play an important role in determining whether this feature is fully implemented for all customers. Our goal is to ensure it provides the greatest value to you and your Partners/Distributors.

FAQs: 

Can I set up different feedback questions for different groups of Users or based on specific criteria?

Not at this time. Only one feedback question can be active for all Partner and Distributor Users at once.

Can I rotate questions over time?

Yes. While only one question can be active at a time, our Support Team can update the question for you upon request.

Can a System Admin impersonate a Partner or Distributor User to submit feedback?

No. The User Impersonation feature does not allow System Admins to impersonate Partner and Distributor Users to leave feedback on their behalf.