Manage ideas in Validate

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Note: Validate is being integrated into Pendo Discover to expand its capabilities and create a more seamless experience between Pendo offerings. Some of these new capabilities are in closed beta, including the ability to link ideas to customer feedback and to provide workarounds for ideas you're not currently building. If you're interested in getting early access to Discover and providing feedback, sign up to the beta waitlist.

Validate allows you to test and validate changes to your product before deciding what to build. The Validate page is accessed from the left-side navigation. If you're on a smaller screen, the page can be found by choosing More in the left-side navigation and then selecting Validate from the dropdown menu.

View ideas

To view existing ideas, navigate to Discover > Validate. The Ideas tab is open by default. This page displays your Ideas list, 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. For more information, see Create and test ideas in ValidateAbove this table are Global filters.

Global filters

You can apply filters at the top of the Ideas tab and the Analysis tab of Validate. 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:

To set a date range, toggle off the All Time option and choose from the options in the dropdown menu next to the toggle.

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Ideas list

In the table below the filters, you can see a list all of your existing ideas. You can edit the table based on the column 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 Product areas and labels in this article.
  • Created By. The user that originally created the idea.
  • Created Time. The date and time that the idea was originally created.
  • Last Updated By. The user that last updated the idea.
  • Last Updated Time. The date and time that the idea was last updated.
  • Votes. The number of votes that an idea received. If there is a wand icon with a number next to it in this column, Discover has linking suggestions for you. For more information, see Link feedback items to ideas.
  • Labels. Keywords used to categorize ideas. For more information, see Product areas and labels in this article.
  • 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.

Product areas and labels

Product areas are tangible locations that represent core areas of your app. They are product-focused and allow users to filter feedback items by what part of the application they relate to. Use product areas for top-level segmentation of your requests, and then add labels for a more granular and flexible view of your customer feedback. 

Labels are an internal tool for your Discover team members, who can use them to add keywords to group feedback items into process-oriented categories, which may or may not be tangible. This helps you to group your data, and offers a flexible way of tracking and filtering ideas. A label can be anything: a team, an initiative, a theme, data, and so on. They can be as specific or broad as your organization needs them to be.

You can also add label categories to group labels together using the format: CATEGORY: LABEL. For example:

  • Persona: CS
  • Team: Product
  • Industry: Banking
  • Location: EMEA
  • Plan: Gold

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.

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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 to the idea by selecting Add cover above the title.
  • Change the title of the idea by selecting the existing title and entering a new one.
  • Change the status of the idea using the dropdown menu directly below the Overview tab.
  • Edit the description of the idea.
  • Add and edit labels
  • Choose an App and Product area.
  • If you're an admin user, provide Effort and Impact estimates.
  • Complete various Actions, including creating a segment, adding a workaround, linking to feedback items, and promoting the idea to a roadmap feature.
  • Add one or more Votes to the idea.

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Add votes to ideas

After creating an idea, you can then collect votes on those ideas from your visitors. Votes are added to ideas:

Votes are accompanied with an importance rating: Must HaveNice to Have, or Not Interested. This is a mutually exclusive choice. Users can't rank ideas by importance to them.

Select the Votes tab to view the votes added to an idea and their respective importance ratings. You can view votes on an idea in a card view or a table view using the icons next to Apply Page Filters

Toggle on Apply Page Filters if you want to filter the votes in the idea by the filters already applied to the Validate page.

Votes Grid view.png  Votes List view.png

Act on ideas

Ideas in Validate sit at the intersection between problem spaces identified from customer feedback and roadmap items that you prioritise and build. From the Validate page in Discover, you can organize disparate feedback by ideas and then prioritize these when you promote them to your roadmap. You can also add workarounds to ideas that you aren't building in the near future (if at all), and create segments from voters on your ideas to target guides based on their input. 

These actions are available from within each individual idea in the Ideas list of the Validate page. Specifically, the actions you can take on a specific idea in Validate are:

Create segment

Creating segments from idea voters in Validate allows you to target guides at specific visitors with in-app messaging. For example, you might want to provide product updates for an idea that voters are interested in or ask these voters to engage in follow-up research.

You can also use segments created from visitor votes in Pendo's analytics and reporting features. Creating segments from visitors that voted on an idea in Validate allows you to monitor feature adoption, by tracking whether those who voted on an idea then used the resulting feature.

As well as creating segments from visitors that voted on an idea, you can create segments from visitors that didn't vote on ideas. This allows you to encourage engagement with guides targeted only at these visitors.

For instructions, see Create segments from idea voters.

Add workaround

Not every idea is built immediately. Often, suggestions and requests don’t make it onto the roadmap at all, whether because they’re in low demand, are low value, or only solve edge cases. Sometimes, the problem will be solved with a different idea already on the roadmap. 

Discover offers Workarounds for when you can provide either a temporary workaround whilst you work on a more permanent solution or an alternative route a user can take to achieve their goals. Pendo users are emailed when a workaround is added to an idea they're subscribed to. 

Several feedback items in Discover can be linked to an idea, which means that when you add a workaround to an idea, you're communicating a solution to all associated Discover feedback items at the same time.

For instructions, see Add workarounds to an idea

Link feedback

You can link several feedback items to an idea. If you’re using Discover AI features, we also suggest feedback items to link.

Linking feedback items to an idea helps to provide structure for your feedback items (your problem spaces) and evidence for your ideas (your solution spaces). By linking feedback to ideas, you can maintain and group the customer verbatim to understand your visitor needs while also translating this evidence into ideas for solving the problem space with specified solutions.

For information about feedback in Discover, see Manage feedback in Discover. For instructions on how to link feedback items to ideas, see Link feedback items to ideas in Validate.

Promote to roadmap

You can promote an idea to one or more roadmaps to communicate the sequence of priorities for a given product area, helping to keep stakeholders informed as ideas gain traction and move into development. Specifically, you can:

  • Promote an idea to a feature in the backlog an existing roadmap in Discover, so long as you either created the roadmap or have editor access to the roadmap.
  • Drag-and-drop promoted ideas from the backlog into your roadmap as individual features or nest them with other roadmap features under an initiative in your roadmap.

For information about roadmaps, see Roadmaps in Discover. For instructions on how to promote ideas to features in roadmap's backlog, see Promote ideas to your roadmaps.

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