Types can be seen as tags for users. Logging requests is important, but it gets more meaning when you have more context on whom provided the feedback.
How types can be used
Types can be used to document basic user characteristics, like:
- What plan a user is on
- A persona category a user might fall into
- Their role
When these types are added to users of whom you're logging feedback from, it will help you to look at requests and feedback that comes from a particular user segment later on.
Let's say we only want to look at requests from our 'Premium plan' users only. Here's what that would look like:
As you can see, the overall list and ranking will change, because we're only looking at Premium plan users now.
If you want to easily store such a segment to revisit later, you can do that by creating a View – which is basically a preset of the filters used. Here's what that would look like in this case (but more on that in the article about Views):
How to add types
- When logging feedback through the browser extension
- In the Shipright app itself
- Synced automatically via our Intercom integration
Here's what that looks like when you do it through the browser extension when logging a request:
And when you want to update a user in the Shipright app itself, you can either click on a user in the Audience section, or click on a user that was added to a request.
When you turn on the Intercom integration, the user tags from Intercom are automatically synced as types in Shipright and will remain up-to-date. You can always add additional types manually. These won't be synced to Intercom.