Ideas portal guide template
Help customers understand how to submit feedback via your ideas portal
Use template
About the ideas portal guide template
Every product development engine needs fuel in the form of customer feedback and new ideas. This is why idea management needs to be integrated into your team's daily work.
An ideas portal is the perfect place to collect, review, and prioritize ideas from customers and internal colleagues alike. Use this template to put guardrails in place that will help everyone understand how to submit an idea and follow its progress through the idea management process.
It will look different for every company, so we have kept the template simple. Customize it with headers, labels, and images to give your community the information they need. And be sure to show your thanks to them too — you never know where the next great idea will come from.
Best practices
Create a portal guide that is useful and beautiful too.
Say hello Add a welcome message to the template to let your community know how much you appreciate their feedback. Provide instructions so portal visitors understand exactly how to submit a new product idea.
Provide a sneak peek Give customers an early look at features that are in progress or coming soon. Your community will love knowing what exciting updates they can look forward to experiencing in the future.
List helpful links Share useful resources — such as articles, release notes, and blog posts — to help customers get the most value out of your products. Include details about how to contact your support team so folks can quickly get the help they need.
FAQs about the ideas portal guide template
Why is using an ideas portal guide template important?
Customers are more likely to share feedback when they understand how you will use it. This template lets you explain how to submit ideas, what your review process looks like, and how you keep people updated — so they feel their input truly matters.
What are some best practices for using an ideas portal guide?
Keep it simple and user friendly. Focus on the most important details: who can submit, what happens next, and how people will know the team is considering their ideas. Update the guide as your workflows evolve.
Who is the ideas portal guide template for?
This template is for anyone who manages or contributes to an ideas portal, including product managers, UX researchers, and customer-facing teams. You can also share it directly with customers or internal stakeholders to set expectations and encourage quality feedback.
Is this template free to use?
Yes. To use this ideas portal guide template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.
