Customize your ideas portal

Create and share one or more custom-branded 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.
• Elicit feedback on existing ideas.
• Encourage visitors to submit new feedback to inform more ideas.

You can create more than one portal, each customized to match your brand, strategy, and target audience.

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.

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 tick icon when you're done.

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

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 that you add to your portal.

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.
• 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 tick icon. To edit a tab, hover over the tab and select the edit icon. To remove a tab, hover over the tab and select the minus sign icon.

Sections

Sections are named groups within a tab in your portal.

To add a section, select one of the + Add section options, enter a label for that section, and select the tick icon. To edit a section, hover over the section and select the edit icon. To remove a section, hover over the section and select Remove section at the end of the section row.

You can drag sections up and down to change their order in the tab. Select the far left of the section and then drag it above or below another section in the tab.

Ideas

Open the Ideas tab in the Editor panel on the right side of the screen to see a list of ideas that you can add to your portal. You can filter this list by App and Product Area, 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.

Add ideas into sections in your portal by dragging and dropping them into the desired locations. You can move ideas around by selecting the far left side of the ideas card.

Feedback form

As well as voting and commenting on ideas in the ideas portal, your visitors can submit more feedback using the button in the top-right corner of the portal.

To edit the text in the Give feedback button:

1. Select the button text or the edit icon that appears when you hover over the button.
2. Enter the text that you'd like to replace the existing text with.
3. Select the tick icon when you're done editing the button text.

To edit the feedback form opened by the button:

1. Select the container of the feedback button, outside of the button text.
2. Select any text in the form and enter the text you'd like to replace it with.
3. Select the tick icon when you're done editing a piece of text.
4. Select the cross icon when you're done editing the form.

Edits to the text only apply to the portal. This means that if you change the buttons from Must have and Nice to have in the portal, whatever you change them to doesn't change the options throughout Listen. Whatever you replace Nice to have and Must have with appear as options for all the ideas that you place in the portal, but they still map onto Nice to have and Must have for ideas in Listen.

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.