Overview
The feedback form is what your users see when they submit feedback through the widget or the public portal. Userorbit lets you customize which fields appear, which are required, and whether to include custom fields tailored to your product. A well-configured form collects the right information upfront, reducing the need for follow-up questions and making triage faster.
Accessing Form Settings
To configure your feedback form:
- Navigate to Settings → Feedback.
- Select the Form tab.
Here you will see all available form fields and their current configuration.
Default Fields
Every feedback form includes these built-in fields:
- Title — A short summary of the feedback. This field is always required and cannot be removed.
- Description — A longer explanation of the feedback. You can make this required or optional depending on how much detail you need upfront.
- Board — If you have multiple boards, users can select which board their feedback belongs to. You can also set a default board so this field is pre-filled or hidden entirely.
- Email — The submitter's email address. This is useful for following up and sending status notifications. You can make it required, optional, or hidden.
Making Fields Required vs. Optional
For each field, toggle the Required switch to control whether users must fill it in before submitting. Consider these guidelines:
- Keep the form short. Every required field adds friction and reduces the number of submissions you receive.
- Title should always be required. It is the primary way your team will scan and triage feedback.
- Description is best left optional. Some users want to write paragraphs; others just want to cast a quick vote with a title. Let them choose.
- Email should be required if you want to close the feedback loop with every submitter. Make it optional if you want to maximize anonymous submissions.
Custom Fields
If the default fields are not enough, you can add custom fields to collect information specific to your product or process:
- In the Form settings, click Add Custom Field.
- Choose a field type: Text (short answer), Textarea (long answer), Select (dropdown), or Multi-select (multiple choices).
- Enter a label for the field. This is what users will see on the form.
- For select and multi-select fields, define the available options.
- Set whether the field is required or optional.
- Save your changes.
Examples of useful custom fields:
- A Select field for "Feedback Type" with options like Feature Request, Bug Report, and Improvement.
- A Text field for "Company Name" if you serve B2B customers and want to track which accounts are requesting what.
- A Select field for "Priority" with options like Low, Medium, and High, letting users self-rate urgency.
Reordering Fields
Drag and drop fields in the form settings to change the order they appear on the submission form. Put the most important fields at the top so users see them first.
Tips
- Test your form after making changes. Open the widget or portal and submit a test entry to make sure the experience is smooth.
- Review your custom fields quarterly. Remove any that your team is not actually using during triage — unused fields just add noise for submitters.
- If you are not sure what to collect, start with just Title and Description. You can always add fields later as your process matures.