Use ideas in Listen to gather and link supporting evidence based on customer feedback before you commit resources to developing a feature or product. From the Validate page in Listen, you can:
- Collect votes and capture real responses from your target audience using idea tests.
- Compare and prioritize ideas with visualizations found in the Analysis tab.
- View return on investment (ROI) for your idea tests.
Create a new idea
Ideas in Validate can be anything that you'd like to test before making decisions about what to dedicate resources to, such as feature requests, opportunities, solutions, and so on.
To create a new idea, go to Listen > Ideas and:
- Select Create idea in the top-right corner of the page.
- Enter a name for the idea under Title.
- Enter information about your idea in the Description.
- Choose the appropriate App and Product Area from the dropdown menus.
- Select Create idea in the bottom-right. The idea then appears in the Ideas table.
- Optionally, link the idea to a feedback item. You can do one or both of the following:
- Enter keywords or phrases into the search and select the feedback item from the dropdown menu.
- If you have Enable suggested ideas turned on in Subscription settings, hover over a feedback item suggested by our Pendo AI assistant under Link suggested feedback and select Accept.
View ideas
To view existing ideas, go to Listen > Ideas. By default, the Ideas tab is open. This page displays your Ideas table, where you can view a list of existing ideas that can then be tested in the Idea tests tab. You can test up to 3 ideas in a single idea test. Above this table are Global filters, used to narrow down the ideas in the ideas table by criteria that you specify.
Global filters
You can apply filters at the top of the Ideas tab and the Analysis tab. These are global filters, which means that changing the filters in one tab applies to the other tab as well. You can filter by the following:
- Segment
- Timescale
- Accounts
- Apps
- Product Areas
- Labels
- Idea statuses
- Idea creators
- Idea importance
- Idea labels
- Workarounds
- Assignees
- Ideas portal
To set a date range, toggle off the All Time option and choose from the options in the dropdown menu next to the toggle.
Ideas table
The Ideas table lists all of your existing ideas. You can view up to 50 ideas on a single page, while the total number of ideas is displayed in brackets at the top of the table. Use the dropdown menu at the bottom of the table to change the number of ideas displayed at a time, and use the arrows at the bottom of the table to scroll through more ideas.
You can edit the table based on the columns you want to see.
- Title. The descriptive name given to the idea.
- Status. Where the idea is in your development process.
- Effort. The expected time, money, and other resources to fulfill an idea.
- Impact. The predicted value that the fulfilled idea will have on the business and customer base.
- Apps. The applications that the idea relates to.
- Product Area. The Product Area that the idea relates to, or “No Product Area” if none was assigned. For more information, see Grouping with product areas and labels in Listen.
- Created by. The user who originally created the idea.
- Created time. The date and time that the idea was originally created.
- Assignee. The team member that’s currently assigned to the idea. For more information, see Assign ideas and feedback items to team members.
- Last updated by. The user who last updated the idea.
- Last updated time. The date and time that the idea was last updated.
- Evidence. The amount of evidence that an idea has received through votes, linked feedback and linked highlights. If there's a wand icon with a number next to it in this column, Listen has identified potential feedback that can be linked. For more information, see Link feedback items to ideas.
- Portals. Lists all portals where the idea is included.
- Labels. Keywords used to categorize ideas. For more information, see Grouping with product areas and labels in Listen.
- Account votes. The number of accounts that voted on an idea.
- ARR. A value that you can optionally pass to Pendo through the customer value metadata field. For more information, see Configure account revenue.
Checkboxes on the left of each row allow you to select multiple ideas where you can:
- Edit the apps assigned to ideas.
- Edit the labels assigned to ideas.
- Edit the Product Areas assigned to ideas.
- Edit the status of ideas.
- Edit the assignee of ideas. Changing the assignee sends an email notification to the new assignee.
Edit table columns
To customize columns, select the Manage Columns icon in the top-right corner of the list. In the window that opens, you can add, remove, and move columns in the table.
You can also delete an idea from within the Ideas table by hovering over the idea that you want to remove and then selecting the Delete (trash can) icon at the end of the row. You're then asked to confirm that you want to delete the idea, which also deletes all associated data. If you don't want to delete the idea, select Cancel. If you do want to delete the idea, select Delete idea.
View and edit idea details
To view the details of an individual idea, select the name of the idea from the Ideas table, under the Title column. The details of the idea open in a slide-out panel on the right side of the page. Here, you can:
- Add a cover image to the idea by selecting Add cover above the title. This image is visible to your visitors if you choose to include the idea in an ideas portal. For more information, see Engage users through an ideas portal.
- Change the title of the idea by selecting the existing title and entering a new one.
- View and accept feedback suggested by Pendo AI to link to the idea. Linked feedback is added as evidence for that idea, which you can see from the Evidence tab of the idea. For more information, see Link feedback items to ideas.
- From the buttons at the bottom of the idea:
- Complete various Actions, including promoting the idea to a roadmap, linking to feedback items, adding a workaround, creating a segment based on voters, and linking the idea to a Jira ticket.
- Add a vote to the idea from yourself or on behalf of a customer. Any vote you add can be viewed from the Evidence tab of the idea. For more information, see Gather evidence for ideas.
Additionally, there are multiple tabs within the details of an idea that provide the following information and options.
Overview
From the Overview tab, you can:
- Change the status of the idea using the dropdown menu directly below the Overview tab. You can choose between: New, Under Consideration, In Discovery, In Development, Now Available, and Archived.
- Add or edit the description of the idea.
- Add images as attachments to the idea.
- Add links to the idea.
- Add a workaround to the idea. For more information, see Add workarounds to ideas.
- Assign the idea to a user in your Pendo account. For more information, see Assign ideas and feedback items to team members.
- If you're an admin user, provide Effort and Impact estimates. This data is used in Listen > Ideas > Analysis to help you prioritize what to build next. For more information, see Compare and prioritize ideas.
- Add, edit, and delete labels. For instructions, see Organize Listen data with labels.
- Assign one or more applications using the Apps dropdown menu.
- Assign one or more product areas using the Product areas dropdown menu. For guidance, see Product areas and labels in Listen.
Evidence
From the Evidence tab, you can:
- Filter the evidence using the filters currently applied to the ideas table.
- Download a CSV file of all evidence for the idea.
- View evidence in a list view or a card view.
- See how many votes are attached to the idea, how many accounts those votes come from, and the associated ARR, which can be renamed and is based on the account-level metadata that you pass to Pendo. For more information, see Configure account revenue.
For more information about evidence, see Gather evidence for ideas.
Linked
From the Linked tab, you can see:
- Roadmaps that the idea has been promoted to as a feature. For more information, see Add, promote, and remove ideas in your roadmaps.
- Jira tickets that you've linked the idea to. For more information, see Jira integration with Pendo Listen.
You can expand the cards in this tab to see the details of each linked item by selecting the down arrow (v) icon in the top-right corner of the card. For ideas promoted to features on roadmaps, the additional details include the status of the feature, when it was created, and who it was created by. For Jira issues, the additional details include the status of the Jira ticket, the due date applied to the Jira ticket (if one was applied), and the parent ticket (if it has one).
You can also open the roadmap or the Jira ticket that the idea is linked to in another tab. To open a roadmap that the idea is a feature on, hover over the relevant card under Features and select the Open Roadmap icon.
To open a Jira ticket that the idea is linked to, hover the relevant card under Jira issues and select the Open in Jira icon.
Comments
From the Comments tab, you can:
- Start a thread and reply to comments related to that idea.
- Mention others to tag them in a comment.
- React to comments with emoji.
For more information and instructions, see Collaborate in Listen.
Portals
From the Portals tab, you can:
- View and open all portals that the idea has been added to.
- Add the idea to another portal.
- Edit the appearance of the idea card for each portal, without opening the portal editor. Select Edit portal card to update the Title, Description and placement of the idea within the portal.
Note: Changes are applied automatically to the live portal when you select Save.
Delete an idea
You can't recover an idea after you've deleted it. To delete an idea:
- Go to Listen > Ideas.
- Find and open the idea that you want to delete.
- Select the trash (Delete idea) icon from the top of the idea.
- Confirm that you want to delete the idea by selecting Delete idea.