Aha! Roadmaps | Launch your ideas portal
Are you ready to launch your ideas portal? This video is a great place to start. It provides an overview of how to create a new private ideas portal, customize it with your branding, and add custom fields to your ideas layout — so you can capture all the right details.
Click any of the following links to skip ahead:
Try it
Follow along in your own Aha! account:
Go here ... | Do this ... |
Ideas Overview |
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Portal settings Branding |
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Portal settings Layout Forms |
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Portal settings Layout -> Categories |
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Best practices
We help customers launch their ideas portals every day. Here are a few tips to help you get started:
Workflow | Define your idea management process so you will know where to start when you receive feedback through your ideas portal |
Communicate progress on submitted ideas with your stakeholders. Configure which statuses trigger notifications to idea subscribers and send an admin response to ask for more feedback when appropriate. | |
Custom pages | Showcase your great plans, preview new designs, and have lots of fun. Your customers can give focused feedback on any of your custom pages. |
Weekly summary email | Enable the weekly summary email to keep customers updated about their favorite ideas |
Learn more
We took notes on the video — so you do not have to. Click any of these links to learn more about what piqued your interest:
Manage ideas | |
Customize portals | |
Meet your new team
Get the most out of your Aha! Ideas account with the Aha! Customer Success team. We do not have salespeople here — just product experts who love to discuss best practices and respond very quickly.
Reach out to:
Talk through your idea management process
Discuss how to import ideas and other data into your account
Work through best practices for stakeholder alignment
Ask about best practices for using the Salesforce integration