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When analyzing customer feedback, it's helpful to know how many voters there are on an idea but to get the full picture you need to know which organizations those voters represent.
For example, you may have an idea on your forum with 100 voters, but they're all from the same organization. Another idea may only have 75 voters but they represent 20 different organizations.
With UserVoice, you can connect users to accounts. This will give you data in two key areas:
- How many accounts with votes on an idea
- See all associated ideas and feedback submitted by users on a particular account
Haven't passed in User and Account data yet? We recommend this guide, which gets into the technical details for External Accounts and Users.
Using Accounts in UserVoice
Once you have your data in, now what do you do, and how do you use this data effectively?
Click the "user" icon in the left-hand menu -> Click the "Accounts" tab at the top of the page. You will now see a list of all your accounts, which you can search and sort through.
If you click into an account, you will be able to see:
- Activity for all users on that account
- List of associated ideas and feedback
- List of users on that account
This gives you a quick overview of an account, the types of features the account as a whole is interested in, and the activity of the users.
Accounts associated with an Idea
When viewing an idea, you can now see the number of accounts with votes on an idea, and who those accounts are.
- Navigate to the idea grid by clicking the lightbulb in the left-hand menu.
- Click "All open ideas", choose your desired forum or choose your desired saved view.
- Search for the idea you want.
- Click the "Accounts" tab.
Analyzing your Ideas by Account
With our Analysis Export, you can export ideas, along with the accounts and voters on those ideas.
You are then able to build reports around the number of accounts with votes for an idea and do more in-depth analysis in BI tools as well as Google Sheets. To learn more check out our article that walks you through the basics of the Analysis Export.
Q: Can I pass through data on accounts like revenue, user type or product version?
A: Yes, you can. This article walks through the basics of passing standard and custom fields on accounts.
Q: Can I unlink a user from an account?
A: This has to be done via the API by deleting the external user record or passing null for the
account.external_id on that user's profile.