Customize your ideas portal

Last updated: June 10, 2026 18:44

Create and share one or more customized ideas portals to:

Centralize curated groups of ideas for your visitors to review and interact with.
Communicate what you're exploring and building with visitors.
Receive feedback on existing ideas with a feedback form.
Encourage visitors to submit new feedback to inform more ideas.
Align with your brand's style.

How the ideas portal works

You can create more than one portal, each customized to match your brand, strategy, and target audience. When creating a portal, you choose between two types: a Custom portal, where you manually create tabs and place ideas, and a Status-driven portal, where tabs are generated automatically based on idea statuses and ideas move between tabs as their status is updated.

After you've created and customized a portal, you need to share it with your visitors for it to be visible to them. For information about different ways to share portals, including targeting different portals to different segments of visitors, see Engage users through an ideas portal.

Depending on how you configure your portal, visitors can:

Submit new feedback.
View and vote on existing ideas, and add any additional feedback on the idea.
View various attributes of ideas, including Status, Apps, Product Areas, Vote count and Labels.
Search for existing feedback using the search box.
View feedback they, or anyone in their account, previously submitted or ideas they voted for, in My priorities.
Copy a link to an idea to share with other users of the portal.

Configure portal appearance

You can customize the look and feel of your ideas portal by modifying colors, fonts, logos, and text labels to match your brand.

To get started with the customization options detailed in this article, open an existing portal, then select Edit portal.

Title and description

Your title and description is what your visitors see when they access your ideas portal. Select the title or description to edit them and select the checkmark icon when you're done.

The description functionality supports basic formatting, including bolding, italicizing, and underlining. You can also add hyperlinks.

Layout

Use the tabs at the top of the portal and sections within each tab to organize ideas around your company's vision and strategy. Think about the structure that would best help your visitors search for ideas. You might use tabs and sections to group ideas by things like:

Phases in the product development lifecycle. If you're using a Status-driven portal, your statuses will likely already reflect this, and ideas will move between them automatically.
Themes.
Product areas.
Customer cohorts.

Tabs

Tabs are the navigation at the top of your portal.

To add a tab, select + Add tab, enter the label for the tab, and select the checkmark icon. To edit a tab, hover over the tab and select the edit icon.
Within each tab, select Enter tab description text here... to describe the type of ideas that belong within that tab.
Tabs are draggable and can easily be reordered. Select the dotted icon next to the tab name and then drag it to reorder the tabs on your portal.
To remove a tab, hover over the tab and select the minus icon.

In a Status-driven portal, tabs are created automatically from the statuses you selected when creating the portal — you can’t add or remove them manually in the editor. Tab names use your internal status names by default, but you can rename them for visitors using Content terminology in portal settings. To customize your statuses, see Customize statuses for ideas and feedback.

Sections

Sections are labeled rows within a tab that let you group related ideas beneath a shared heading. In a Status-driven portal, sections span all tabs, so an idea stays in the same section as it moves between tabs when its status changes.

To add a section, select one of the + Add section options, enter a label for that section, and select the checkmark icon.
To edit a section, hover over the section and select the edit icon.
You can drag sections up and down to change their order in the tab. Select the dotted icon at the far left of the section and then drag it above or below another section in the tab.
To remove a section, hover over the section and select Remove section at the end of the section row.

Ideas

The Ideas tab in the Editor panel on the right side of the screen shows a list of ideas that you can add to your portal. You can filter this list by App, Product Area, and Label, or use the search function to find a particular idea.

You can view and edit ideas before adding them to your portal. Select View in the top-right corner of an idea's card to see its details and edit it if required. We recommend the following before adding ideas to your portal:

Add a cover to your ideas.
Limit the description of ideas to one or two sentences so that visitors can understand what the idea is before opening it to vote.
Proofread and clean up the copy of each request.
Use a template for parallel phrasing of each idea.
Follow your company's branding and style guidelines.

Insert a portal card

Ideas in your portal are displayed as individual cards. To add an idea to a portal, drag it from the Ideas panel and drop it into the relevant section. You can reposition cards within the portal by dragging them or by opening the card and selecting a new placement.

In a Status-driven portal, only ideas with a status included on the portal are available to add. Use the Status filter in the Ideas panel to show eligible ideas. When you add an eligible idea, it is automatically placed in the tab that matches its status. If an idea is later updated to a status not included on the portal, it is removed from the portal and must be manually re-added.

When you add an idea to a portal, you can choose to edit the look of the idea card. Select Create using idea content to automatically populate the title and description fields with content from the original idea. To view the idea in Listen, select Open idea.

Note: If you select Create from scratch when adding a portal card, and manually edit the idea card, those changes will be lost if you remove the idea card from the portal. We recommend selecting Create using idea content to minimize this risk and for consistency.

Select the Preview toggle to view the ideas portal as your visitors will see it.

Filter ideas

Visitors can apply multiple filters to narrow down their view of ideas and feedback in the portal. Filter options include:

Apps
Product Areas
Status
Labels

When you enable attributes in the content display settings, those attributes become available as filter options for visitors. To customize how these filters look to visitors, see the section Content terminology.

How visitors use filters

When attributes are enabled, a filter menu appears at the top of the portal. Visitors can select the filter menu to search for and select specific options using checkboxes. Visitors can select multiple options across different filter categories.

After a visitor applies a filter, it appears as a chip next to the filter menu (for example, "Labels (2)").

How visitors interact with labels on cards

After you enable labels, visitors can see the assigned labels directly on idea and feedback cards. If a label belongs to a category, it displays as Category: label name. If a card has multiple labels, visitors can select a link to show more or show fewer.

Note: You can't rename labels in the portal editor. If you want to add a label name that is appropriate for visitors, you must create a new label.

Appearance

Customize your portal to fit your brand, including your logo and company colors.

Logo

Add a portal logo from the Appearance tab in the Editor panel on the right side of the edit screen. The logo file that you upload can be JPG, PNG, or SVG and must be 50 x 50 pixels. The maximum file size is 5 megabytes.

To add your logo, select Add logo and either drag your logo into the box or select Choose a file. Your portal logo appears in the top-left corner of your portal, next to the title.

Colors

Customize the colors in your portal under Styles in the Appearance tab in the Editor panel on the right side of the edit screen.

You can choose colors for the following elements of your portal, all of which are set with a hexadecimal, RGB number, or the visual color selector:

Background. This is the "white space" or area that surrounds the main content in the portal.
Primary. This is used for key elements, like the tab underlines, hyperlink colors, and feedback button color.
Secondary. This is the fill color behind the title, description, and headings.
Title text. This is the color of the text in the title, description, and headings.
Body text. This is the color of the text for tabs underneath the description and for the ideas that you add to your portal.
Cards. This is the fill color for each of the idea cards and the Filter in your portal.

Settings

Use the Settings tab to configure how visitors experience your idea portal. These options affect visibility, attribution, and data sources across the portal.

Visitor-facing portal name

Set the title that appears at the top of the portal and in the browser tab. This name is visible to all portal visitors.

Portal type

If you have a Custom portal, you can convert it to a Status-driven portal from this setting. Select Convert to status-driven portal to open a preview of what your portal will look like after conversion. Your existing tabs are replaced with a tab for each idea status, and ideas are moved to the tab that matches their status. The portal only saves if you select Save — you can review the changes before committing. Once saved, the conversion cannot be undone.

Feedback form

Add a customizable feedback form to the portal for visitors to submit feedback. If enabled, you can allow idea suggestions to appear when visitors begin typing feedback into the form. For more information on customization, see Customize your feedback form.

Enable my priorities in navigation

Add a My Priorities tab that allows visitors to see the feedback and ideas they've submitted or voted on. When enabled, use My Priorities name to customize the name of the My Priorities tab as it appears in the portal.

Content terminology

You can rename the terms used for ideas, feedback, apps, statuses, and Product Areas as they appear in your portal. This allows you to align the language in your portal with your audience. The terms you can edit are:

Pendo terms such as app, Product Area, status, label, idea, and feedback.
Individual app names.
Individual Product Area names.
Individual status names.

Note: The casing you enter is used wherever the term appears in the portal. If you enter title case (like Idea), that casing appears in message text and UI labels. If you enter lowercase (like idea), the portal uses sentence case (for example, "There aren't any comments to show on this idea."). Section headers in the My Priorities tab always use title case, regardless of your input.

You can also choose which specific labels are available in your portal. In the Edit terms modal, open the Labels tab to add labels using the Add labels dropdown. This level of selection allows you to enable only visitor-friendly labels in your ideas portal. You can remove labels or search through your included labels from this tab.

Content display

Configure what information is shown for ideas and feedback in the portal. You can choose to show different metadata for ideas and feedback. The metadata shown is taken from the idea and feedback items.

Ideas content

Ideas are always visible in the portal. You can choose which metadata and comments to display for each idea card. Before enabling additional fields to display, preview the portal to confirm what visitors will see.

You can configure to display the following idea content:

Attributes. Select which attributes to display from: apps, Product Areas, status, vote count, and labels.
Comments. When enabled, use the Show idea votes and comments from menu to determine which comments are visible:
- The current visitor (only) shows only the visitor's own votes and comments.
- The current visitor and other visitors in their account shares comments from other visitors in the same account.

Feedback content

Feedback display settings are only available when My priorities is enabled in your portal. You can configure the following content to be displayed for feedback:

Show feedback sources. Select which feedback sources to include from: guides, NPS scores, portals and surveys. Feedback submitted to the portal you're currently editing will always be displayed.
Show feedback from. Define what feedback is available to the visitor by selecting either:
- The current visitor (only) shows only the visitor's feedback
- The current visitor and other visitors in their account shares feedback from other visitors in the same account.
Attributes. Select which attributes to display from: apps, Product Areas, and labels.

Select how visitors are shown

Control how visitor identities appear in the portal. The default is Anonymous, but you can choose from available metadata fields, including web SDK metadata, custom metadata, or values from integrations.

Edits

View and manage edit history in your ideas portal using the Edits tab. This shows a history of all edits made in your current session and allows you to manage individual changes. Specifically, in the Edits tab you can:

View a chronological list of all changes made to the portal during your current session.
Undo and redo changes using the buttons or keyboard shortcuts.
Recover your portal to a specific edit in the history by selecting Redo to this point.

To access edit history, select Edits in the navigation bar of the editor.

Note: Edit history is only available and can be recovered during your current session. After you save changes, the edit history resets.

Next step: Share your portal

Now that you've created and customized your portal, you need to publish it in a Resource Center, guide, or your application. For instructions, see Engage users through an ideas portal.

You can come back and edit the portal at any time. Any changes that you make to a portal that you've already published in a Resource Center, guide, or your application automatically updates for any visitors who have access to it.