A public portal provides an ideas forum that is open to anyone who is given the public URL. Since public portals can be indexed by search engines, it can also help users and prospects find your portal.
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Create a public ideas portal
To create a new ideas portal, navigate to Settings ⚙️ > Account > Ideas portals, or Ideas > Overview. From either page, click Add ideas portal to open the portal builder. You will need to be an administrator with customization privileges to do this.
Note: In the Ideas > Overview page, the Add ideas portal button is in the upper right corner.
The ideas portal builder is a three-step process.
- Select a Title for your portal. Click Next to continue.
- Select a theme Color. Your theme color affects links and buttons in your ideas portal. Click the color icon to select a color, or enter your own custom color using a hex code. Click Edit to edit your choice, or Next to continue.
- Select your portal's Access level. Portals can have Public or Private access, corresponding to the public and private types of portals. In this case, select Public access.
Click Create portal to create your portal!
Public ideas portal users
Users may self-register for your portal in one of two ways: by clicking on the Log in/Sign up link or by entering an idea where they will be prompted for an email address. You can also invite or import users to your portal.
Public portals are useful for teams that want to provide a way for anyone to provide feedback but also to encourage voting and discussion to help with prioritization. All users will be able to submit ideas, see what else has been suggested, vote and comment on ideas and follow ideas. By following ideas, a user will be notified when it has been implemented.
Public ideas portals are open to any user who has access to the portal URL — but some users' ideas might be better kept private. You can create a subset of your users whose ideas are not initially visible to everyone with the Employee setting. Employees might be actual employees at your company, or they might be partners, beta testers, or power users. You can define which types of users are employees in the Users tab of ideas portal settings
Since most ideas in public portals do not contain sensitive information, users do not have to create a password to submit an idea. This makes it easier for users to submit feedback — they just need to access your portal URL.
Note: Users do have the option of adding a password themselves. If they do not, when those users return to the portal in the future, they will be required to create a password before logging in. If you want to require user authentication, you may want to consider a private ideas portal.
Once a user logs in, submitting ideas is easy. Simply click Add a New Idea. When a user is done, they may also log out of the portal.
Searching for ideas
Users can search for pre-existing ideas before submitting their own — and if they find one, they can vote, comment, and subscribe to it. This helps you avoid duplicate ideas that you have to merge in the future.