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Canny 101 | Full Tutorial | Demo | Intro

Canny 101 | Full Tutorial | Demo | Intro

Hi there, and welcome to Canny! This video is meant  to be a full tour of our software so if youre looking for a particular feature you should  see a list of timestamps just below this video in the description. Now lets get started! The heart  of Canny is going to be our boards. A board is just a collection of ideas we refer to as "posts." We have  several different options for boards depending on who we want feedback from. Public boards are  viewable by anyone—perfect for gathering feedback from our customers and prospects. Private boards  allow us to restrict access to only verified logged-in users. We can also limit our private  boards to internal employees or even to specific individuals. Feel free to create multiple boards.  We can mix and match for different needs! Once our boards have been created we can start receiving  feedback. Its always good to create the first few posts yourself so that others have an example.  Just fill in the title and add some details.

Once its on the board, anyone with access to that  board will be able to add their vote on that post.

By the way when a user is creating a post  in Canny, theyre also searching for any posts that have been created before. They may  find that a request they wanted has already been submitted and completed. Canny also  helps prevent unnecessary support tickets.

Often a user just wants to request a feature  and doesnt need any questions answered.

One of our larger customers said Canny lightens  their support load by as much as 20 percent! We can also add a voter manually if we  receive feedback in a phone call or email.

Canny also connects with popular tools  like Salesforce, Intercom, and Zendesk so our team can add votes without exiting their  usual workflow. People can also comment on a post.

Replying to a comment will automatically  send an email to that commenter.

If an admin adds a top-level comment, everyone  who voted will get an email. This is a great way to reach out to multiple users who have  expressed interest in that particular request.

If we want to discuss a post with our team, use  internal comments. These are only visible to fellow Canny admins and cant be seen by users—perfect  for any sensitive or technical information that doesnt make sense to share publicly. Once  posts start coming, in we can easily triage and organize things. We want to be able to quickly  and easily find the feedback thats most relevant.

First, Canny allows us to create categories  for any boards. Categories can be viewed and selected by users when creating a post, but we can  reassign a post to a different category if needed.

This allows our users to pitch in and reduce our  workload when organizing posts. Next up, we can assign tags to a post. Unlike categories, tags are  not visible to users and we can have more than one tag assigned to a given post. Tags are perfect for  things like priority levels or grouping by team.

We can also assign a post to an individual owner. Just pick the fellow Canny admin we want to assign.

Now that weve done some organizing,  lets take a look at analyzing our posts! First off, we can set up filters on the left hand  side of the page. We can even save this combination of filters for easy access later. Saved filters  are at the top of the post list. Here we can also sort by trending, top voted, newest, oldest,  and monthly recurring revenue or MRR for short.

Canny lets us pass in user and  company data including monthly spend.

This way, we can also see the financial impact of a  given post. These attributes we pass in can also be used to create segments this allows us to filter  and see feedback from key user groups without input from the whole user base. For example, I can  filter to see feedback from only paying customers.

This is perfect for separating the signal from the  noise and focusing on the needs of our key users.

With Canny, we can use feedback to inform what our team should be working on. Speaking of which, lets take a look at the Roadmap tab. Here, we can build  and prioritize our teams development roadmap.

Each roadmap can have its own set of impact  factors, and each factor can be a different type. For example, we can choose a Fibonacci  mode of scoring if were using a more advanced planning model like R.I.C.E. ... Or just a simple 1 to  5-star rating if we prefer to keep things simple.

Each impact factor can have a different weight to  it as well. These impact factors are then divided by an effort score. We can also choose from a range  of options here too. By the way, the full breakdown of our scoring formulas is available in our help  docs. Once were all set on the impact and effort factors, we can select posts from our board to add  to the roadmap and score each factor. The goal here is to make development decisions a snap! Just pull  up Canny and see which post has the highest score.

From here, we can push it to our development  integrations like ClickUp, Jira, or GitHub so that as our team makes progress, Canny updates our  users automatically! If we dont necessarily want to link a post to a development integration, all we  need to do is update the status of a post to close the feedback loop with our users. By default, Canny  is set to notify everyone who voted on that post whenever theres a change to the status. We can  also add a personalized note to the email before saving. Once the new status is saved, everyone who  voted on that post will get an email notification with our logo and color scheme letting them know  about the update! This keeps users engaged and shows them our progress as we go. Users can  also check out our roadmap page on Canny to see what posts are in the pipeline. As we update  the statuses, posts will automatically appear in their corresponding columns. By the way, users will  only see posts from boards where they have access.

The end-user roadmap is optional but we recommend  it. Youd be amazed at how much more patient people are when they can see what were working on. Once  our team releases a feature, we can announce it to the world via the changelog. Cannys changelog is easy to share and easy to navigate! We can also create custom labels for users to  filter updates that are most relevant to them.

Optionally we can also embed the changelog right into our product with a simple widget! This way, users can be easily  updated without leaving our product.

Now that weve got a feel for the basics, there  are a few things we recommend as soon as you get started. First, invite your teammates to be Canny  admins. Anyone who will need to manage or take action on feedback should be an admin in Canny.  If that person is only providing feedback, though, they dont need to be an admin. Next, connect your  integrations. Head over to your settings and make sure Canny is communicating with your existing  tools. Its way easier for your team to adopt an addition to their existing tools rather than  learning something entirely new. Thanks to our integrations, you dont even have to log into Canny  for something as simple as adding a vote. Last but not least, put Canny within reach. People wont give  you feedback if you dont show them where and how to give it. Thankfully, there are plenty of options  available no matter your use case. Sending out a link to your Canny board is a great way to kick  things off and invite a burst of feedback! Just remember, its a short-term way of doing things, so  make sure you also have a permanent way for people to find Canny. The most common way to do that is to  simply add a link to Canny into your product and install our simple SDK. This way, users are  effectively logged in automatically and providing feedback is seamless. Cannys own feedback board  is just two clicks away from anywhere in the app.

You can also embed a Canny board into one  of your pages using a widget if you prefer.

This way, users stay on your site and  you can further customize the design.

Our friends at Taskade have a great example of  what that might look like. Full details on the widget view are in our help center. Its also a  good idea to add a link to Canny on any support page or FAQ page you may have. This is often  where users are most keen to give feedback.

Connecting integrations also puts Canny within  reach. For instance our Slack integration makes it a breeze for your team to add votes or create  posts in mid-conversation. Or you can add our Intercom widget so users can easily submit ideas  without having to go through your support team.

Whether youre using Canny internally between  teams or gathering feedback from customers, just make sure they have a quick and easy way to find  Canny, then watch the feedback start rolling in! With that, youre all set to get started. Of  course, were here to help if you need it! We have detailed technical docs for easy  installation, as well as guides to everything from mobile widgets to Cannys powerful API!  You can also visit our help center for simple, step-by-step guides and tutorials like this one.  If you have any suggestions, we use Canny too! Feel free to visit our boards and vote on what  youd like to see! When you need a human, we have those too. Just click on the live chat button and  one of our experts will help answer any questions.

Were looking forward to working with  you! Thanks, and make it a great day!