Why is this important?
Multi-products are perfect for software businesses with several products or modules (within one product). Rather than seeing the data for all of their company’s product offerings, product managers and customers can focus on the product or product areas they’re managing and using.
Multi-products / modules is critical for teams with multiple product owners as it allows your users to categorize your feedback for you, and makes their experience in Receptive much more efficient.
How to use multi-products:
How multi-products / modules helps product teams
Multi-products / modules gives your product team a "super-filter" across their whole Receptive account to view and analyze segments of product feedback:
For example, in the diagram below, Product Leader owns Product 1, 2, & 3. They can easily filter their entire Receptive dashboard just to the requests that are relevant to them:
And this doesn't just apply to product teams. Multi-products enable any internal employees to access the data most relevant to them, while allowing submitters to segment this data for you.
To find out if you need multi-product, go here: Do I need multi-product?
How multi-products / modules helps customers
Multi-products / modules enables your customers to view only the feedback that relates to them, and allows them to categorize their feedback as they submit it:
A customer with access to Products 1 + 3 is required to select which product(s) their request relates to.
Your customer Andy (see image below) has purchased two out of your five products or modules. When he logs into Receptive to submit a request, he can choose which of those two the feedback is for.
When he browses other requests, he will only see the requests submitted for those two products. He won’t be able to see feedback for the products which he hasn’t bought.
Bob, on the other hand, has only purchased one of your products / modules. He'll only see feedback related to that product, and all of his feedback will come in tagged as "Product D".
Multi-products keeps things clean and simple for your customers, and especially your product teams.
Learn how to setup multi-product here: Setting up Multi-product
Using your product / module filters as a team member
After adding a second product or module, if you head back to your dashboard you’ll see a new addition. There will be a bar along the top, underneath the main menu. (You may need to refresh.)
This shows the product filters currently in use. By default, no filters will be applied, so your dashboard will be showing data for all of your products:
To filter down to a certain product, click on the “Filter Products” drop-down menu.
You will see a list of the products you have added to Receptive. Currently, all of the products will be selected. You can unselect products to remove them from the filters you are using:
The filters you add here are global filters, which will stay in place whilst you use Receptive, including on the main dashboard view, browse view, reports view, and releases view.
Using your product / module filters as a customer
When a customer has access to multiple products / modules, they will have a "super-filter" at the top, allowing them to filter their dashboard and browse requests based on product or module:
When a customer creates a request, they will be able to select which product(s) or module(s) they are requesting the feature for using the drop-down menu which will have now appeared at the bottom of the form:
All of the products which you have assigned the customer to will be available for them to select when it comes to suggesting a feature.
If the end user is only assigned to one product, then this option will not appear for them when they suggest a feature.