Are you using Slack to gather product feedback from teammates or customers?
With our integration for Slack, you can easily push all this feedback and product discussions directly to your Harvestr Inbox to fuel your roadmap with the voice of your customers.
How does the integration work?
you can let teammates submit feedback to Harvestr with a form that can be opened in Slack with the command /harvestr
you can push existing messages and threads to Harvestr as new feedback with the Slack Message actions
you can categorize feedback and link it to your discoveries
you can close the feedback loop with teammates right inside Slack
Prerequisites
In order to set up the integration, you need:
a Slack account. According to your Slack workspace setup, you might need to get permission from your workspace owner to install the Harvestr app. See more information about Slack Apps management here
a Harvestr Editor account
How to integrate Harvestr into your Slack workspace
To connect Slack to Harvestr, all you need to do is go to your integrations settings in Harvestr, select Slack, and click on the "Connect to Slack" link.
This will pop up the Slack OAuth window and you simply need to connect your Slack account. You will then see what rights you are granting us.
Sending Slack messages to Harvestr
Now that Harvestr is connected to your Slack workspace, you have two ways to push feedback from Slack to Harvestr.
Collect feedback in Slack using the Harvestr form
With this integration, you will be able to collect structured product feedback from Slack using the Harvestr feedback form.
To submit feedback from Slack, you and your team simply need to enter the command /harvestr in Slack, and it will automatically open the Harvestr feedback form.
The Slack user who opened the form will then be able to enter:
a title
the requester: the customer or teammate who originally gave this feedback (will be set to the Slack user who is submitting the feedback if left empty)
a label selected among the list of labels available in your Harvestr inbox
a discovery:
the person who submits the feedback can link it to an existing discovery from Slack
the feedback will be sent directly to the Archived folder of your Harvestr inbox, saving you time with categorization
the ability to link feedback to a discovery from Slack is an option that can be activated from the integration's settings
the content of the feedback itself (can be pre-filled with templates, cf below)
If not linked to a Discovery from Slack, the feedback will then be pushed directly to your Harvestr inbox and can be linked to a Discovery from there.
In Slack, you will also get a confirmation that the feedback has been sent, and your whole team will be able to view the feedback in Slack.
Warning for private channels: for these notifications to be sent to private channels, you first need to manually add the Harvestr bot to the channel. You can do so by mentioning @Harvestr in the channel and adding it as suggested.
Feedback templates
To structure the feedback you get from teammates in Slack, you can define a default feedback template that will be pre-loaded when someone opens the feedback widget in Slack.
Templates can be created and managed from dedicated settings in Harvestr.
The default template for Slack can be defined in your integration settings.
Templates only work for feedback sent from Slack using the /harvestr command.
Push existing Slack messages to Harvestr as new feedback
If you see some valuable feedback in an existing Slack message, you can also push it to Harvestr using the Slack message actions.
To open the message actions, you just need to hover the message you want to push to Harvestr, and you will see the message actions container appear on the very right of the Slack message. Click on "More actions" and finally on "Send to Harvestr".
The feedback form will open with the feedback content being automatically filled with the Slack message. You will be able to add:
a title
the requester: the customer or teammate who originally gave this feedback (will be set to the Slack user who is submitting the feedback if left empty)
a label selected among the list of labels available in your Harvestr inbox
a discovery:
when sending the message to Harvestr, you can link it to an existing discovery from Slack
the feedback will be sent directly to the Archived folder of your Harvestr inbox, saving you time with categorization
the ability to link feedback to a discovery from Slack is an option that can be activated from the integration's settings
Push existing Slack threads to Harvestr
When you push a Slack message that belongs to a thread, the whole thread will be sent to Harvestr so that you can save the whole conversation's context.
The individual message from which you triggered the "Send to Harvestr" action will also be highlighted in orange in Harvestr.
Processing Slack messages in Harvestr
In Harvestr, you will get all these messages in your inbox, along with all the other tools you have connected to centralize customer feedback.
For each Slack message that gets sent to Harvestr, we import the content of the message. We import the whole thread if the message belongs to a conversation with several messages.
At the top of the message, you will see a button with the Slack logo that contains the URL link of the message in Slack. This allows you to jump quickly to Slack if you need to get more context.
Then, thanks to our homemade selector, you can capture product insights from these Slack messages and link them to other insights and features you are working on in Harvestr.
Close the loop with people who sent feedback from Slack
Configure feedback loop notifications in Harvestr
In Harvestr, you can set notifications that will be sent to Slack threads where feedback originated in order to let teammates know about the status of the feedback they sent to Harvestr.
To configure these notifications, go to your Slack integration settings in Harvestr.
3 types of notifications can be sent back to Slack:
0) When the feedback sent through Slack is received in Harvestr
1) When the feedback sent from Slack is read in Harvestr
2) When the feedback sent from Slack is linked to a Discovery in Harvestr
3) When the linked Discovery is set to specific states
With these notifications, you can easily close the loop with your teammates when a feature they are interested in has been released.
Sending notifications in Slack
For notifications to be sent to a Slack channel, the Harvestr bot must be in that channel. The presence of the bot in your channels varies depending on the type of channel.
Public channels
The Harvestr bot will join public channels automatically when you first send feedback from these channels to Harvestr.
Private channels
The Harvestr bot won't join private channels automatically. You have to invite the bot to your private channel for the feedback loop notifications to be sent:
type the /add command in Slack
click "Add apps to this channel"
Search for Harvestr and add it
Direct messages
Bots cannot be invited to Direct messages, so you won't be able to send feedback loop notifications for feedback sent from Direct messages.
FAQs
I'm not getting feedback loop notifications in Slack
Start by checking that notifications have been activated in the integration settings in Harvestr.
If notifications are set, check if the Harvestr bot is present in the channel which you are sending feedback from.
Go to the channel and type the /add command and:
click "Add apps to this channel"
Search for Harvestr and add it if it's not already added
Please note that :
the bot joins public channels automatically when you send feedback
for private channels, you have to invite the bot yourself
the bot cannot join Direct messages, so no notifications can be sent to this type of channel.
If your notifications are on, that the Harvestr bot is in the channel and that notifications are not being sent, please reach out to us and we'll help.
Thanks to Harvestr, I can quickly turn customer feedback from Slack messages into prioritized features that will actually be developed to make my customers happier!
If you have requests or ideas about how we could improve our integration for Slack to better fit your workflow, shoot us a message!
To centralize all your product feedback, you can also have a look at other integrations: Email, Zendesk, Intercom, Freshdesk, Salesforce, Hubspot, and Zapier.