Herald Changelog
A running list of our product updates.
We’ve added the ability to export data as a CSV throughout the application. This includes:
The quotes list
The bird’s-eye view under the quotes list
The full topics list
This, combined with all the slicing and dicing that’s already possible with Herald makes it easy to pull reports on what customers are saying and recent trends.
Filter Quotes by Date Range
You can now also filter quotes by a specific day or date range. From the quotes view, open up the filters dialog, select “Filter by when quote was submitted” and type in a date or date range (like “july 10-20”) and we’ll automatically parse it and let you filter by it.
Bug Fixes & Other Improvements 🚀
If you need to see more than 40 topics or quotes at a time, you can click “see more” in the bottom left. It will pull up to 200 more.
Fixed bug where the “Clear filters” button was shown even when no filters were applied.
This week, we’re excited to release Herald surveys to all users. It’s the easiest way to implement Rahul Vohra’s “engine for PMF fit” from his experiences at Superhuman. Herald Surveys make it easy to:
1. Enroll your users in the survey manually, using an API, or using automation software (Zapier, customer.io, etc).
2. Have Herald email the survey to customers with your logo and brand colors.
3. Easily tag responses to Herald topics to organize feedback.
4. Analyze responses to individual questions with the most precise slice-n-dice tooling.
Let us know if you have any initial feedback, it’s available to everyone under the Surveys section on the left-hand nav bar!
Bug Fixes & Other Improvements 🚀
We no longer fully hide quotes when editing a topic’s description from the details page.
Fixed a bug where quote counts for topics weren’t always being updated correctly.
You can now edit any of your Herald personas. Change the name, description, or filter criteria right from the Herald UI.
🏋🏽♂️ More Topic Search Enhancements
We’re always tweaking the search functionality for our extension to make it even easier to find the right topic to attach a quote to. Now, we analyze words across all the quotes you’ve added to suggest the most relevant topics before you even type in a search query. Every keystroke eliminated matters!
Bug Fixes & Other Improvements 🚀
Made the click target bigger for clearing a specific filter from the nav bar.
Laid the groundwork for an important new feature we’re launching next week. (Hint, it rhymes with “scurvy.”)
Custom attributes on contacts are a great way to segment feedback between customers. We’ve made them even more powerful this week by introducing the ability to define a set of valid options for any custom attribute. For example, if you have an attribute that maps to the paid plan a customer is on, you can set the plan names as options on that attribute so that you always know the value will be valid.
💪 Superhuman Support
The Herald extension now supports parsing the customer’s name and email when clipping quotes directly from Superhuman. We know quite a few of our users love the client as their primary email app, so we’re excited to provide a much better experience for grabbing feedback.
Bug Fixes & Other Improvements 🚀
We’ve made some tweaks to how we do search for topics in the extension—this should hopefully allow you to find the one you’re looking for with fewer (or no) keystrokes!
We published an article with Routable founder Omri Mor about how customer development has shaped their company so far.
You can now immediately add a quote to multiple topics when creating it from the extension or the web app. We heard from a number of customers that quotes don’t always cleanly fit into a single topic, so we hope this adds more flexibility in terms of organizing feedback!
✨ Shorter Magic Links
Whenever you add a quote from the extension, if feedback history is enabled in your public portal settings, we provide a magic link that you can send to your customer so that they can see and verify that you’re tracking their feedback. We heard that those URLs were quite long, so we now allow you to shorten the link with a single click in the extension!
Bug Fixes & Other Improvements 🚀
We made the warning when previewing the roadmap a little more obvious so that you’re always aware that you’re viewing a “privileged” version of the roadmap with all topics visible.
We improved our topic suggestions when adding quotes from the extension. Before even typing anything, we try to suggest the most relevant topics based on the content of the quote.
Links embedded within quotes and notes are now clickable from the web app.
We’re proud this week to introduce the new Feedback History view. It allows you to privately share with any customer a list of all the feedback they’ve given you, along with the status of the connected topics. Enable this feature in the Settings > Public Portal page.
🦊 Firefox Addon
The long-awaited Firefox Addon is now available! Check it out by going to the Settings > Apps page in Herald.
Bug Fixes & Other Improvements 🚀
We improved how images are rendered in Changelogs and Topics, especially when they’re portrait oriented.
A small improvement: now, when you add filters to the Topics or Quotes page and then navigate away from them, when you return, those filters should still be applied. If you ever want to remove them, just click the Clear Filters button at the bottom.
We added some helpful warnings for customers visiting your public portal to reassure them that their feedback is only visible to your team, and not to the general public.
The Herald extension got some much needed love this week. The biggest improvement was tweaks to how we persist your input when the extension is closed. A few of you have brought up that you would sometimes lose your work when you closed the extension, switched tabs, then returned to the original tab. Now, when you fill in any of the fields within the extension on a given page, it should keep that information saved unless you manually delete it. This should make the experience for power users of the extension significantly smoother!
🔄Roadmap View Orientation
We’ve also reversed the order of columns in the public portal roadmap so that Backlog items are all the way on the left and completed items on the right. We hope this maps better to what our users are accustomed to seeing.
🏒New Onboarding Flow
In our never-ending quest to make it easier to get started with Herald, we made some improvements to the onboarding experience. We believe the new set of questions can better help us tailor the Herald experience according to our users’ needs.
Bug Fixes & Other Improvements 🚀
Once you finish editing a topic or changelog, clicking “Back” on the browser navigation or within our UI will no longer bring you back to “edit” mode.
Fixed a bug where not all topics were appearing in the search menu while adding them to a changelog entry.
We made some shiny upgrades to our marketing site to reflect the latest features Herald has to offer. We’re excited about all the improvements we’ve been shipping the last few weeks, and so it was good to get them up on our homepage.
🚢 Improved Quotes Rendering
We also made some tweaks to the way we render quotes and data within our UI. One noticeable change should be that we now respect line breaks embedded in quotes. So when you clip emails with multiple paragraphs, they should be reflected in the Herald app.
Bug Fixes & Other Improvements 🚀
We made billing self service so that you can easily update your information or subscribe to one of our plans. Just head over to Settings > Billing to make changes.
In conjunction with self-service billing, we made some tweaks to our pricing plans.
This week, we're proud to launch Personas, our biggest feature ever. It unlocks the power of custom attributes to segment your customers and do unparalleled analysis of their feedback.
Personas allow you to combine custom attributes to define important segments of contacts. Then, you can use those personas throughout Herald to slice and dice feedback to your heart's content. They also unlock new insights in a few of our views, giving you an overview of the types of customers requesting various features.
📹 Loom and YouTube Embeds
It’s now possible to embed any iframe into your changelogs or topic descriptions. You can either simply paste the embed code into the editor, or click the handy + Video icon in the editor toolbar to paste in a URL from YouTube or Loom and have us figure out how to embed it. Here’s an example!
Bug Fixes & Other Improvements 🚀
Fixed a bug where some pages in our UI jerked around when changing the zoom levels on the page.
Enabled Intercomed-sync contact to also have additional custom attributes in Herald, in addition to those imported from Intercom.
We've redesigned the contact details page to make it easier to scan through all of a customer's quotes alongside all their relevant information.
🚀 For customers with Intercom sync enabled, the new view also displays data pulled in from Intercom about their usage and any custom attributes you have defined there.
🔄 Intercom Attributes Sync
Now, all your Intercom data is viewable from within Herald. Just head over to the contact details page mentioned above and you’ll see i on the right!
🔎 Search for Contacts
This one is pretty simple—you can now search for contacts. Head over to the contacts section and hit / to start searching!
Bug Fixes & Other Improvements 🚀
Fixed a bug where some pages on Intercom and Gmail were incorrectly being marked as having quotes added already in the extension.
You can now paste local images in our changelogs and topic description editors!
Fixed a bug where removing all labels from a topic in the extension was causing it to crash.
Want a full-width view of quotes in the topic and contact details pages? You can now hide the right-hand sidebar by clicking that arrow pointing to the right.
When new quotes are added from the extension, we’ll show you a message containing a magic link to the user’s history of feedback. Clicking it will copy it to your clipboard and make it a breeze to keep your customers aware that you’re diligently tracking their feedback.
Out of the box, your Herald Portal is configured to run at [workspace].herald.fyi. However, it can now easily be changed to a custom domain like feedback.example.com, updates.example.net, or portal.example.org.
Head over to Settings > Public Portal to customize the look and feel of your portal and configure your custom domain. You’ll then need to follow a couple more steps with your DNS provider to complete the setup.
🎨 Customize Your Portal
You can now also customize the logo, colors, and text that appear on your portal. This gives you a great deal of control over aligning the experience for your changelog and roadmap with the rest of your product. Check them out in Settings > Public Portal.
Bug Fixes & Other Improvements 🚀
There’s now a button to add links to any changelog or topic description. You’ll see a link chain in the top left. You can also add links by typing them out using markdown syntax.
Fixed a bug where adding labels while creating a new topic in the web app would fail.
Want to segment feedback based on paying vs. free users? Or enterprise vs. SMB customers? Our newest feature, custom attributes, allows you to add any properties to your contacts to make it easier to slice and dice feedback from the customers you care about.
Keyboard Shortcuts and a Command Launcher
We’ve also redesigned how filtering works throughout the application and introduced a handy “command launcher” to surface relevant actions based on the page you’re viewing. In tandem with that, we’ve introduced a number of keyboard shortcuts throughout the app that are discoverable either by hovering on buttons or opening the command bar (`⌘/Ctrl+K`).
This week was dedicated to improving the performance of our web app. We hope you’ll notice that switching between pages in the app should feel a bit snappier and hopefully a bit more pleasant as well.
We did this to lay the groundwork of some exciting new updates coming next week, including more robust keyboard shortcuts and even more flexible querying options for quotes and topics. These updates will take your prioritization game to the next level 💪.
Bug Fixes & Other Improvements 🚀
- We now have a sample application up to demonstrate Herald’s features to new and existing customers. Say hello to the roadmap for FastNG, a broadband provider dedicated to the needs of billionaires!
🥁 A Changelog for Everyone
Keeping customers in the loop when you're shipping features they asked for is essential to eliciting more, higher-quality feedback from them in the future. Changelogs are a great way not just to inform customers about new features, but also as a way to generate momentum from your team as you iterate on a weekly basis. Changelogs on Herald take minutes to set up. Get started with yours today!
🔥Topic Suggestions on the Chrome Extension and Front Plugin
Struggling to find the right topic for a customer quote, even though you know you’ve seen it before? We released an improvement to our Chrome Extension and Front Plugins to offer suggestions on the topic, based on the quote so that you don’t even have to search for it. Just open the dropdown for picking the topic and you’ll see what we recommend. Let us know if you want to enable this feature for your workspace!
Redesigned Topic Details View
The topics details view just got a fresh coat of paint! We reorganized the layout to put all pertinent information about the topic on the right, with all quotes from your customers on the left. This should make it much easier to scan and understand the gist of a topic. It also comes with nifty new shortcuts:
eto begin editing the topic.CMD/Ctrl + sto save the topic once you've finished editing.qanddto switch between the quotes and description tabs respectively.
Descriptions and Hero Images for Every Topic
Want to add a more detailed description of a Herald topic for your roadmap? Herald now supports adding descriptions for every topic so that you can explain to teammates and customers (via your portal) what a topic is about. You can even add a hero image (maybe a screenshot?) to every description to give it some more pizzazz.
Bug Fixes & Other Improvements 🚀
- Now anyone can enable a public roadmap for their workspace without having to reach out to the Herald team. Just head over to Settings > Customer Portal, and you'll see a toggle to enable to disable public access to your roadmap.
Herald is now Open for Everyone
Our biggest update this week is that Herald is no longer invite-only. We'd love for you to give us a spin—no credit card needed.
Login Directly from the Customer Portal
Your customers can now log in directly from your Customer Portal. They just enter their email, and we'll send them a magic link to log in. Then they get a personalized view of your roadmap, along with the ability to provide feedback on new or existing ideas.
Suggest New Topics on the Customer Portal
When customers are logged into your Customer Portal, they can now suggest new ideas for you to work on without having to reach out to you. Their suggestions are routed into Herald as new topics for you to review and prioritize as necessary.
Bug Fixes & Other Improvements 🚀
Roadmaps are now accessible as subdomains on
*.herald.fyi. Check out Herald's public roadmap at https://portal.herald.fyi. Hooray for shorter URLs!Custom subdomains for your workspace's customer portal. Want a human-readable subdomain for your workspace on Herald? We're all ears. Just reach out via email or live chat and tell us what you'd like on
*.herald.fyi.
Add Feedback to Topics on the Customer Portal
When users are viewing their personalized roadmap, they can now provide feedback on any existing topic. This makes it easy to understand how other customers are experiencing the same problem. These quotes are added directly to the topic in Herald.
Completed Topics in Public Roadmaps
Show customers all the important updates you've been shipping! Our roadmaps now include a column with completed topics. Not only does this highlight what you've done, it automatically flags the completed items your users personally requested. Let them know you're listening!
Export Quotes to a CSV
Download all the quotes for a given topic to a CSV, with contact details. This is great if you want to update all the customers that requested something, and personalize it with their verbatim quotes. Make them feel special, even if it's months later!
Bug Fixes & Other Improvements 🚀
Customize the granularity of Slack notifications. You can now pick from two settings for the frequency of Slack notifications to your team. It can be configured to send a message whenever the first quote is added to a Herald topic, or when any quote is added to any Herald topic.
Kanban View for Topics. We've heard from multiple customers that they'd like an "internal roadmap" to help get the team aligned on their priorities. Our new kanban view in the Topics section provides just that. Easily see which topics are in various stages of the development process.
Revamped FAQs guide with best practices on organizing topics in Herald.
