Note: We recommend using our direct Productboard and SatisMeter integration.
Productboard is a customer-centric product management platform that helps teams get the right products to market faster. It gives product teams a complete solution to understand user needs, prioritize what to build next, align everyone on the roadmap, and engage with their customers.
With the SatisMeter and Productboard integration, SatisMeter adds your survey results to your Productboard space as feedback. Your product team can then process that feedback further, for example by linking it to the right feature or idea. Surveys can help answer many of the questions product teams face.
In this article:
Integrating with Productboard
Connect SatisMeter to Productboard using Zapier to analyze your survey responses in Productboard. To set it up, use this Zap.
Note: Only Net Promoter Score (NPS) survey ratings create feedback in Productboard. Custom surveys and open question responses don't create feedback on the insights board.
After you click Connect Productboard + SatisMeter, set up a trigger and an action.
Creating the trigger
Follow these steps to create the trigger:
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After you click to create a Zap, choose SatisMeter from the list of available apps. In the Event field, select New Survey Response, and then click Continue.
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In the next section, connect your SatisMeter account by clicking Sign In. A new page opens with two options:
- I don't have a SatisMeter account yet. Create one for me. Enter your name, email, and password to create a new SatisMeter account.
- I already have a SatisMeter account. Let me log in. Enter the same email and password you use to log in to SatisMeter.
If you use Google single sign-on (SSO) to log in to SatisMeter, create a new password by selecting Forgot Password? You can still log in here using Google or your new password.
On the next page, select your account and click Continue.
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In the last section, set up the trigger itself. Choose the Project and then the surveys you want the Zap to work with. To use the Zap with all surveys in the selected project, leave the second field blank.
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Test your trigger before you continue. In the next section, click Test. Zapier retrieves all responses to confirm it's using the right project and, if you selected one, the right survey.
Creating the action
After you create the trigger, create the action that adds feedback to Productboard:
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From the app options, select Productboard. Choose the Create feedback event, which is what happens in Productboard when the trigger fires in SatisMeter. Then click Continue.
Click Sign In to sign in to Productboard, and then click Continue.
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The Setup Action section varies by the selected platform. Fill in all fields based on what you want to happen in Productboard when the SatisMeter trigger fires.
As with the trigger, test the action before you publish the Zap.
Publishing the Zap
When your tests are complete, click Publish Zap in the last section of the action. In the dialog that appears, select Publish and Turn On.
When the selected survey gets a new response in SatisMeter, the Zap creates new unprocessed feedback on your insights board. It looks like this:
Note: Only NPS survey ratings create feedback in Productboard. Custom surveys and open question responses don't create feedback on the insights board.