Delta, a leading investment tracking platform, has mastered the art of capturing in-app user feedback to drive growth and improve their product. By leveraging Tally forms, they have transformed their approach to understanding what users want and need.
Use Cases
Delta's use cases for Tally forms are diverse and effective. They utilize these forms to gather product feedback, conversion insights, and feature testing data. This data helps the platform refine its offerings and tailor them to user needs.
Trust is Everything in Investment Tracking
For Delta, trust is paramount. With nearly 5 million users tracking investments across various asset classes, the platform's reputation for transparency and clarity has been built on trust. However, as a freemium product with most users not creating an account, understanding what they need requires meeting them exactly where they are – inside the app.
From Manual to Strategic Feedback System
Delta's Chief Product Officer, Tom Van Helleputte, highlights how Tally forms have become integral to their user feedback strategy. By targeting the right users and showing surveys in a way that keeps users within the Delta ecosystem, the platform has been able to collect valuable insights. These insights drive growth, inform product development, and improve overall app user experience.
Meeting Users at Every Stage
Delta's Tally forms are designed to meet users at every stage of their journey, whether they're free, paid, or inactive. Each survey is tailored to a specific customer segment and set up to capture feedback at strategic touchpoints. For potential PRO users, the platform sends targeted surveys to understand conversion barriers.
Integrating Feedback into Workflow
The team's workflow has been streamlined thanks to Tally's integrations with Slack, Zapier, and Google Sheets. This allows for immediate feedback visibility, easy data analysis, and seamless correlation of user responses. Hidden fields with a user ID enable further analysis and correlation of data.
How User Insights Shape the Product
Delta understands that great product development starts with listening to users. By collecting feedback and conducting surveys early on, the platform can build prototypes and gather valuable insights. This approach has led to successful product developments, such as their new Home feature, which was informed by user feedback.
The Power of Open-Ended Questions
The team's secret weapon is short open-ended questions that encourage users to provide concise yet valuable feedback. These free text answers have provided over 90% of respondents' answers, making them a powerful tool in shaping the product's roadmap.
Creating Forms That Feel Like Your Product
Tally has made data collection straightforward for Delta. Team members can easily create forms that extend the platform's brand experience and review responses through Tally's submissions tab or integrations. With Tally's built-in customization options, teams no longer need a developer to make CSS changes and styling updates.
Conclusion
Delta's success in capturing in-app user feedback is a testament to their commitment to understanding what users want and need. By leveraging Tally forms, they have transformed their approach to product development, driving growth and improving the overall app user experience.