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Crowd Integrations

This category explains Crowd integrations, how to understand them, put them into action and how to access them.
By Crowd team
5 articles


Key Points: - Key features - AI Integration in Widgets: Enhancing User Feedback Analysis - Benefits of Interactive AI in Crowd Widget Feedback Analysis The integration of AI into crowd-related processes introduces key components that significantly enhance the efficiency and effectiveness of handling feedback. Key Features Here, we delve into the key features of crowds AI integration and how they revolutionize the way teams interact with user sentiments and test results. 1. Feedback Summaries: 1. The AI excels at providing insightful summaries for a wide range of feedback types. 2. This unified approach enables teams to gain a comprehensive understanding of user sentiments and emerging trends across various feedback channels. By consolidating information in a digestible format, teams can quickly identify patterns, prioritize issues, and make data-driven decisions. 2. Ask AI: The "Ask AI" feature transforms the traditional approach to feedback exploration. Instead of relying on generic summaries, team members now can engage in tailored conversations with the AI. This personalized interaction allows them to extract specific information, making the feedback exploration process more intuitive and responsive to the unique needs of the user/researcher. AI Embedding in Unmoderated Tests: The integration of AI in unmoderated tests brings about a paradigm shift in how teams interact with and derive insights from test results. 3. AI-Generated Summaries: After conducting an unmoderated test, users can leverage the AI's capabilities to generate insightful and concise summaries of the results. By clicking on the AI summary button, teams can quickly grasp the key findings and significant trends, saving valuable time and streamlining the analysis process. 4. Chatbot for In-Depth Queries: To further enhance the interaction with test results, the integration includes a chatbot feature. This allows users to engage in in-depth queries with the AI, extracting specific answers and insights from the test results. The chatbot serves as a valuable tool for teams seeking detailed information, enabling a more interactive and dynamic exploration of the test outcomes. AI Integration in Widgets: Enhancing User Feedback Analysis The integration of AI into Crowd widgets introduces advanced features that elevate the analysis of user feedback, creating a more streamlined and interactive process. 1. Feedback Summaries for Widgets: 1. The widget AI summaries offer an in-depth analysis of various widget types, such as NPS (Net Promoter Score), CSAT (Customer Satisfaction), bug reports, and feature requests. 2. This consolidated view provides teams with a comprehensive understanding of user sentiments expressed through widgets. By generating insightful summaries for different widget categories, the AI facilitates a more efficient analysis, enabling teams to identify trends, prioritize issues, and gain actionable insights from diverse sources. 2. Chatbot / Ask AI for Conversation: 1. Team members can engage in dynamic conversations with the AI specifically regarding feedback items collected through widgets. 2. This interactive feature empowers teams to actively explore and understand user sentiments expressed through widgets, creating a more engaging and responsive feedback analysis process. Use cases Personalized Exploration: The chatbot functionality allows team members to ask specific questions related to feedback. This personalized exploration ensures that teams can extract precise information, gaining deeper insights into user opinions and experiences. Real-time Interaction: The real-time nature of the conversation feature enables teams to promptly address user concerns and respond to emerging trends. This dynamic interaction with the AI fosters a more agile approach to handling user feedback collected through widgets. Contextual Understanding: The chatbot's ability to understand context enhances the depth of analysis. Team members can delve into the specifics of user comments, gaining a nuanced understanding of sentiment, preferences, and pain points expressed through widget interactions. Benefits of Interactive AI in Crowd Widget Feedback Analysis: - Efficiency Gains: The AI's ability to generate summaries and engage in conversations significantly reduces the time and effort required for manual analysis. - Proactive Issue Resolution: Real-time interactions empower teams to address issues promptly, leading to improved user satisfaction and retention. - Holistic Understanding: The combination of summaries and chatbot interactions provides a holistic view of user feedback, aiding in comprehensive decision-making.

Last updated on Feb 17, 2024

Zapier Integration: Streamlining Workflows for Crowd Users

Key Points. - What is Zapier? - Three Key Use Cases - Streamlined Use Cases What is Zapier? Zapier acts as the universal remote for apps, connecting various tools to work together seamlessly without manual effort. It simplifies the integration experience, allowing users to automate tasks between different applications without the need for coding expertise. Zapier serves as a time-saving tool, making workflows move automatically and enhancing overall efficiency. Why Zapier with Crowd? Zapier plays the role of the backstage crew for Crowd, automating tasks and optimizing how Crowd interacts with other tools. It transforms the manual juggling of tasks into automated connections (Zaps), creating a more user-friendly experience. With Zapier, users can have a tech assistant that follows instructions, making Crowd even more efficient and interconnected. Three Key Use Cases: - Automated Notifications: - Scenario: Set up automatic alerts and notifications via Zapier. - How It Helps: Keep teams instantly informed about new test responses without the need to check Crowd continually. - Effortless Data Sharing: - Scenario: Seamlessly share data between Crowd and other tools. - How It Helps: Create a central hub for user insights by syncing CSAT and NPS feedback with CRM or customer engagement platforms. - Streamlined Workflows: - Scenario: Eliminate manual updates by syncing Kanban boards with project management systems. - How It Helps: Achieve a synchronized and efficient workflow by ensuring changes reflect across various tools used by users. Streamlined Use Cases: These are possible tools that crowd users can find useful on zapier based on specific crowd features. MODERATED/LIVE SESSIONS - Google Calendar/Calendly: - Scenario: Automatically create a calendar event when a new session is completed. - How It Helps: Keep team calendars updated for easy scheduling and coordination. - Slack: - Scenario: Send a Slack notification with session details. - How It Helps: Maintain instant team awareness about completed sessions, promoting real-time communication. - Zoom: - Scenario: Automatically schedule a Zoom meeting for upcoming sessions. - How It Helps: Streamline the process of setting up virtual meetings for moderated sessions. - Google Drive: - Scenario: Save session recordings to a specific folder in Google Drive. - How It Helps: Organize and centralize all session recordings for easy access and sharing. - Twilio: - Scenario: Send SMS notifications about upcoming sessions. - How It Helps: Ensure participants receive timely reminders and instructions for their sessions. - Airtable: - Scenario: Populate an Airtable base with session details for comprehensive reporting. - How It Helps: Use Airtable's versatile features to create custom reports and analytics for testing sessions. UNMODERATED TEST RESPONSES - Google Sheets: - Scenario: Add a new row for each unmoderated test response. - How It Helps: Log test responses in a structured manner for easy tracking and analysis. - Slack: - Scenario: Send a notification to a Slack channel for each new test response. - How It Helps: Keep the team instantly informed about unmoderated test activity. - Discord: - Scenario: Send a notification to a Discord channel for each test response. - How It Helps: Foster team communication and collaboration through Discord for unmoderated tests. - Notion: - Scenario: Add a new page or task for each unmoderated test response. - How It Helps: Centralize test response information within your Notion workspace for easy reference. CSAT AND NPS FEEDBACK - Google Sheets: - Scenario: Automatically log new CSAT and NPS feedback responses in a Google Sheet. - How It Helps: Create a centralized database for both CSAT and NPS responses, making it easy to analyze trends and gather insights. - Intercom: - Scenario: Log new CSAT and NPS feedback responses as conversations in Intercom. - How It Helps: Consolidate both CSAT and NPS data within your customer messaging platform for streamlined communication. - Smartsheet: - Scenario: Add new CSAT and NPS feedback responses as rows in Smartsheet. - How It Helps: Utilize Smartsheet's project management features to organize and act on both CSAT and NPS feedback. BUG REPORT FEEDBACK - Jira: - Scenario: Create Jira issues for new bug reports submitted via Crowd. - How It Helps: Streamline the bug-tracking process by integrating directly with Jira, a widely used project management and issue-tracking tool. - GitHub: - Scenario: Open new GitHub issues for bug reports received through Crowd. - How It Helps: Seamlessly connect Crowd with your development workflow, allowing for efficient bug management using GitHub's issue tracking. - Asana: - Scenario: Generate new tasks in Asana for bug reports submitted via Crowd. - How It Helps: Organize and prioritize bug fixes within your project management system, enhancing collaboration and tracking. - Trello: - Scenario: Create Trello cards for new bug reports received through Crowd. - How It Helps: Manage and track bugs visually on Trello boards, facilitating agile bug resolution workflows. - Zendesk: - Scenario: Generate new Zendesk tickets for bug reports submitted via Crowd. - How It Helps: Integrate Crowd with your customer support system, allowing for comprehensive management of bug-related queries and resolutions. FEATURE REQUEST FEEDBACK - Product-board: - Scenario: Create new feature ideas or items in Product-board for feature requests submitted via Crowd. - How It Helps: Streamline the process of collecting and managing feature requests, allowing for organized collaboration and prioritization. - Aha!: - Scenario: Create new ideas or features in Aha! for feature requests received through Crowd. - How It Helps: Integrate Crowd with Aha! to streamline the process of capturing, evaluating, and planning new features. - Slack: - Scenario: Send feature requests to a designated Slack channel for immediate team visibility. - How It Helps: Foster real-time communication and collaboration by integrating feature requests directly into your team's Slack workspace. - Canny.io: - Scenario: Log feature requests in Canny.io for a centralized platform to collect, prioritize, and engage with users about upcoming features. - How It Helps: Leverage Canny.io dedicated platform for transparently managing feature requests, allowing users to upvote and comment on ideas. KANBAN BOARD CREATION - Trello: - Scenario: Automatically create new Trello boards for each Kanban board initiated in Crowd. - How It Helps: Enhance project management and collaboration by syncing Crowd Kanban board creation with Trello. - Asana: - Scenario: Generate new projects or boards in Asana for each Kanban board created in Crowd. - How It Helps: Streamline task management and team collaboration by integrating Crowd Kanban board creation with Asana. - Jira: - Scenario: Create new boards in Jira for each Kanban board initiated in Crowd. - How It Helps: Facilitate agile project management by synchronizing Crowd Kanban board creation with Jira. - Monday.com: - Scenario: Add new boards to Monday.com for each Kanban board created in Crowd. - How It Helps: Improve workflow and team collaboration by integrating Crowd Kanban board creation with Monday.com. - ClickUp: - Scenario: Generate new lists or boards in ClickUp for each Kanban board initiated in Crowd. - How It Helps: Enhance task organization and collaboration by syncing Crowd Kanban board creation with ClickUp. DOCS CREATION - Google Docs: - Scenario: Automatically create a new Google Docs document for each document created in Crowd. - How It Helps: Streamline document creation and collaboration by syncing Crowd document creation with Google Docs. - Microsoft Word: - Scenario: Generate new Microsoft Word documents for each document created in Crowd. - How It Helps: Ensure compatibility with Microsoft Office and maintain a synchronized workflow for document creation. - Dropbox Paper: - Scenario: Create new documents in Dropbox Paper for each document initiated in Crowd. - How It Helps: Leverage the collaborative features of Dropbox Paper for seamless document creation and team collaboration. - Notion: - Scenario: Add new pages or documents to Notion for each document created in Crowd. - How It Helps: Enhance collaboration and organization by integrating Crowd document creation with Notion's flexible workspace. - Quip: - Scenario: Generate new documents in Quip for each document created in Crowd. - How It Helps: Foster collaboration and communication by syncing document creation in Crowd with Quip's collaborative platform. Streamlining Data Flow: The Zapier integration with Crowd offers a pivotal advantage in ensuring the seamless flow of data between Crowd and various preferred applications. This capability significantly enhances the efficiency of user testing and feedback processes. Here's how it works: - Synchronizing User Feedback: The integration facilitates the effortless synchronization of user feedback collected in Crowd with project management tools. This ensures that insights and findings from user tests are seamlessly integrated into the broader project workflow, enhancing collaboration and decision-making. - Updating Customer Profiles: With Zapier, user data collected through Crowd can be automatically updated in Customer Relationship Management (CRM) systems. This ensures that customer profiles remain current and reflective of the latest interactions and feedback, providing a more comprehensive view for customer-centric decision-making. - Integrating Testing Data with Analytics: Testing data generated in Crowd can be smoothly integrated into analytics platforms through Zapier. This integration streamlines the analysis of user behavior, preferences, and trends, empowering organizations to derive valuable insights for strategic decision-making. Automated Workflows for Effortless Testing: Zapier introduces automated workflows that seamlessly integrate with Crowd, offering an effortless testing experience. This automation streamlines tasks, sends timely notifications, and triggers follow-up actions after user tests. The benefits include: - Time Savings: Automated workflows save valuable time by eliminating the need for manual intervention in repetitive tasks. This is particularly advantageous in the context of user testing, where efficiency and speed in processing feedback are crucial. - Timely Notifications: Zapier enables the automatic generation of notifications based on specific events in Crowd. For example, when a user completes a test, the integration can trigger notifications to relevant team members, ensuring that everyone stays informed in real-time. - Error-Free Processes: By automating workflows through Zapier, the risk of errors associated with manual data entry and task execution is significantly reduced. This ensures a more accurate and reliable testing process. No-Code Forms and Database Integration: Zapier's expansion into no-code form creation and database solutions complements its core integration capabilities, providing additional flexibility for users. In the context of Crowd, this introduces new possibilities: - Seamless Form Connections: The no-code form creation tool allows users to connect Crowd with custom forms effortlessly. This means that data collected through these forms can seamlessly integrate with Crowd, providing a unified data collection experience. - Effortless Data Gathering: Users can gather additional user data without the need for complex coding. The no-code approach simplifies the process of collecting diverse information during user tests, enhancing the depth and breadth of insights. - No-Code Database Integration: With Zapier's database solution, user data can be stored in a no-code database, creating a centralized repository. This not only streamlines data storage but also offers a more accessible and organized approach to managing user information.

Last updated on Apr 15, 2024

Streamlining Collaboration: Crowd and Slack Integration

Key points: - The Benefits - Why Slack Integration? - How It Works The integration between Crowd and Slack offers a seamless connection that transforms the way teams collaborate and stay informed about unmoderated tests and widget feedback. This integration not only provides real-time updates but also enhances efficiency and ensures that crucial insights are promptly discussed and acted upon. The Benefits: 1. Receive Unmoderated Test Responses: Instant Notifications: - Users can now receive instant notifications on their Slack channels whenever there's a response to their unmoderated tests. This feature ensures that team members are promptly alerted, allowing for swift action. Discuss Findings in Slack: - The integration facilitates immediate discussions within Slack, ensuring that valuable insights from unmoderated tests are shared and analyzed collaboratively. This helps prevent important findings from falling through the cracks and accelerates the decision-making process. 2. Capture Widget Feedback: Alerts in Slack: - Teams receive notifications in Slack whenever users provide feedback through widgets on their site. This real-time alerting system ensures that teams are promptly informed about user insights, enabling them to act swiftly to enhance user satisfaction and website performance. Share and Act Quickly: - The ability to share and discuss widget feedback directly in Slack facilitates rapid decision-making. Team members can collaborate in real-time, addressing user concerns and making improvements without delay. 3. Real-Time Updates for Immediate Action: Seamless Connection: - The integration ensures a seamless connection between Crowd and Slack, providing real-time updates on ongoing tests and widget interactions. This immediate feedback loop allows teams to stay ahead. Customizable Experience: - Users have the flexibility to customize their Slack notifications based on their preferences. They can specify the unmoderated tests and widgets for which they want to receive updates, ensuring a tailored and focused communication experience. 4. Efficiency Redefined: Eliminating Platform Switching: - Users no longer need to toggle between platforms. The Crowd-Slack integration streamlines communication by delivering user testing updates directly to Slack channels. This eliminates disruptions to workflow and ensures consistent information flow. Effortless Collaboration: - Real-time notifications about ongoing tests and widget feedback within Slack channels facilitate effortless collaboration. Teams can seamlessly integrate user testing discussions. 5. Best Practices for Informed Decision-Making: Personalized Notifications: - Users can personalize their experience by choosing to receive notifications for specific unmoderated tests or widgets. This customization allows them to stay focused on the most critical aspects of their projects. Essential Details in Notifications: - Notifications sent to Slack channels include essential details such as tester ID, date and time of feedback, and key information. Please note that Slack integration is an exclusive feature available on Crowd's paid plans, providing users with advanced collaboration tools for their user testing and feedback processes. Why Slack Integration? 1. Ease of Use: The integration offers a hassle-free setup, ensuring that users can effortlessly connect Crowd with Slack. The straightforward setup process minimizes technical barriers, making it easy for teams to start receiving updates and engaging in discussions without extensive configurations. 2. Real-Time Insights: Receive real-time updates without delays. The integration ensures that teams are promptly informed about ongoing tests, test responses, and widget feedback. This immediate access to information enables teams to stay ahead and respond swiftly to user interactions and feedback. 3. Improved Team Collaboration: The integration facilitates improved team collaboration by providing a centralized space within Slack for discussions and decision-making. Team members can easily share insights, discuss findings, and collaborate on action plans without having to switch between different platforms. 4. Streamlined Workflow: By integrating Crowd updates directly into Slack, teams can save time and effort. This streamlined workflow eliminates the need to switch between platforms, ensuring that users stay consistently informed without disrupting their daily work routines. How It Works: 1. Notification Bliss: Users receive instant notifications in their designated Slack channels about ongoing tests, responses, and widget feedback. This ensures that team members are promptly alerted to new information, allowing for quick and informed decision-making. 2. Centralized Discussions: Slack becomes the centralized hub for discussions related to user testing and feedback analysis. Team members can engage in discussions, share insights, and make decisions collaboratively without leaving the Slack environment. This centralization enhances communication efficiency and ensures that all relevant team members are in the loop. 3. Effortless Collaboration: The integration seamlessly incorporates Crowd updates into the team's daily communication flow within Slack. This ensures effortless collaboration, as user testing discussions and feedback analysis become an integral part of the existing communication channels. Team members can collaborate more efficiently without the need for constant context-switching between platforms.

Last updated on Apr 15, 2024

Crowd Web Integration Feature

Key Points - How it works - What are the benefits? - Types of Tests for Comprehensive Website Feedback Here, you'll find detailed guidance on how to leverage Crowd's web integration feature to deploy tests and surveys seamlessly on your website. This feature allows you to collect real-time feedback from users interacting with your platform, enhancing your understanding of user experiences and preferences.  It complements other tester recruitment processes: - Email invites - Shareable links - Hiring from the participant pool How It Works: Crowd web integration feature streamlines the process of collecting user feedback by embedding tests directly onto your website. Here's a step-by-step overview: - Create an Unmoderated Test: Begin by setting up an unmoderated test tailored to the specific insights you wish to gather from your website visitors. - Embed on Your Website: Once your test is created, you'll receive an embed code. Simply insert this code into the website where you want the test or survey to appear. If you need assistance with this step, refer to our step-by-step guide on how to insert code into your website. - Gather Real-time Feedback: As visitors engage with your website, they can participate in the embedded test, providing you with immediate insights into their experiences and preferences. - Analyze Results: Access the results of the test on the Crowd platform through the result page or via your Slack integration for collecting responses. Compile user feedback for analysis to gain valuable insights and inform decision-making processes. What are the Benefits? Utilizing Crowd's web integration feature offers several benefits: - Convenience: Eliminate the need for external survey tools by integrating tests directly onto your website. - Real-time Insights: Capture user experiences as they naturally browse your website, providing you with timely and relevant feedback. - Flexibility: Choose from a variety of test formats, from task-based tests to opinion polls, to gather the specific feedback you need. Types of Tests for Comprehensive Website Feedback Harnessing the potential of unmoderated tests can be a game-changer in understanding your users' behaviors and preferences. Crowd provides a diverse range of test formats tailored to offer deep insights into user experiences. Let's explore each test format and how they can be effectively employed: 1. Usability Tests with Web Evaluation: - Task Completion: Measure the intuitiveness of your website by tracking user success rates for tasks such as sign-ups or product selection. This helps in understanding how easily users can accomplish essential actions on your site. - First Click Tests: Determine the immediate actions users take on a new webpage, which is crucial for understanding intuitive design pathways and identifying areas that might confuse users. 2. Preference Tests for A/B Testing: - Split Testing: Present users with two design alternatives and discern which resonates more. This allows you to optimize web elements based on user preferences, ensuring the most effective content and design elements take prominence. 3. Prototype Evaluation and Heatmaps: - Prototype Evaluation: Visualize user interactions with your prototypes and track their actions, translating them into heatmaps. This helps identify hotspots of activity and areas that might need more engagement. It enables you to fine-tune your prototype based on real user engagement patterns before finalizing the design. 4. Feedback Through Design Surveys: - Design Surveys: Capture in-depth feedback about design concepts, collecting actionable insights on specific design elements or overall aesthetics. By refining and iterating based on users' authentic reactions and suggestions, you can enhance the user experience significantly. 5. 5-Second Tests: - Immediate Impression Evaluation: Evaluate users' first impressions within the initial 5 seconds of viewing a page. This test helps in understanding the immediate impact of your webpage or design, identifying elements that catch attention and those that might be missed at first glance. 6. Simple Surveys and NPS: - Broad Feedback and Loyalty Measurement: Dive into broad feedback or gauge user loyalty through simple surveys and Net Promoter Score evaluations. Measure user satisfaction, pinpoint areas needing improvement, and assess loyalty and recommendation potential. 7. Card Sorting for User-Friendly Structures: - Information Organization Evaluation: Understand how users categorize and expect information to be organized with card sorting tests. Gain insights into intuitive site structures and reorganize content based on user expectations, ensuring smoother navigation and enhanced user experience.

Last updated on Apr 15, 2024