Engage users for impactful feedback.
12 min
- The playbook focuses on gathering social proof from active users to enhance product credibility and user engagement. - It outlines strategies for collecting feedback, analyzing user data, and optimizing the PQL score. - A series of email templates are provided to effectively reach out to users for their insights and testimonials.
1. Product Manager 2. Marketing Specialist 3. Customer Success Manager
Social Proof Request Playbook
Objectives
- Define and engage active users for social proof.
- Optimize Product Qualified Leads (PQL) score through HubSpot or PostHog.
- Collect public feedback from users through targeted outreach.
Goals of the Playbook
- Gather genuine customer feedback to showcase success stories.
- Use customer testimonials to strengthen product credibility.
- Improve customer engagement and retention by responding to user input.
Actions
- PQL Score Review:
- Ensure the PQL score remains accurate based on user engagement.
- Use real-time product signals to evaluate active users.
- Engagement Tactics:
- Collect feedback using personalized emails.
- Prioritize users with the highest PQL scores for outreach.
- Data Analysis:
- Track return logins and architecture updates.
- Calculate the total number of active users and analyze patterns in engagement post-onboarding.
Email Flow for Social Proof Requests
Email v01:
Subject: 🌟 Your Insights Can Shape the Future!
Dear [Name],
Hope you’re doing great!
As one of our most engaged users, your insights are invaluable. We’d love to hear your thoughts on how we can improve. Could you spare a few minutes to share your feedback?
👉 [Feedback Form Link]
Looking forward to your input!
Best regards,
[Your Name]
[Your Team]
Email v02:
Subject: A quick question for you
Hi [Name],
As a valued user of our product, we’d love to hear your feedback. Your insights will help us shape the product for the better!
Please fill out this short survey: [Feedback Form Link].
Thanks,
[Your Name]
Email v03:
Subject: We’d love your feedback!
Hi [Name],
We’re working on improvements and your feedback can help us get there faster!
Would you mind sharing your thoughts through this short survey?
Thanks,
[Your Name]
Email v04:
Subject: Quick check-in with our users
Hi [Name],
We’re always looking to improve, and your feedback matters to us!
If you can spare a moment, please share your thoughts with us here: [Feedback Form Link].
Thank you!
Survey Structure
- User Details:
- Name, Email, Company Name.
- Product Experience:
- How satisfied are you with the product? What can be improved?
- Feature Requests:
- Are there any features you’d like to see added?
- Social Proof Requests:
- Would you be interested in showcasing your company’s success?
- Can we feature your company’s logo in marketing materials?
- Feedback on Alternatives:
- If our product was unavailable, what alternative would you use?
Metrics to Track
- Active Users:
- Track usage frequency and core product interactions (e.g., architecture updates, workflows).
- Product Engagement:
- Monitor how engaged users are through the PQL score.
- Retention Insights:
- Gather insights from feedback and adjust outreach strategy based on user sentiment.
PQL Workflow Improvements
- Refine PQL score based on feedback and observed user behaviors.
- Integrate PQL data into email workflows for more personalized engagement.
Best Practices
- Regularly update the PQL score to ensure you're reaching out to the most engaged users.
- Personalize emails based on user activities to increase response rates.
- Use survey feedback to inform both product development and marketing efforts.