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
Best practices
Learn more
Meet your new team

Try it

Follow along in your own Aha! account:

Go here ...	Do this ...
Ideas Overview	Create a new ideas portal so you can capture feedback from your community. Click Add new portal. Then, add a title, pick a color, and choose a portal type.
Portal settings Branding	Make your ideas portal an extension of your brand. Choose a custom color and upload a logo and favicon.
Portal settings Layout Forms	Click Edit layout to customize your Create ideas portal - idea (pop-up) layout. Add custom fields to capture the details you need to know — such as urgency or priority — from your portal users.
Portal settings Layout -> Categories	Add categories to your ideas portal so you can easily manage, search, and report on ideas

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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
Notifications	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

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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	Ideas overview page
	Layouts
	Emails
	Users and access
Customize portals	Private ideas portals
	Ideas portal settings
	Branding
	Terminology

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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

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