Ideas portal activity summary email

Aha! Ideas

The activity summary email highlights new ideas and comments so your portal users who may have missed them can stay updated and engaged. Enable the activity summary email to encourage activity in your ideas portal and keep the discussion and idea-sharing alive.

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Overview

When enabled, portal users will receive the activity summary at the frequency you set (monthly, weekly, or daily) when there is at least one new idea or comment in your ideas portal. The email will automatically be branded with your portal's logo and color. It is comprised of three sections:

  • Your activity: Provides a summary of the portal user's activity in the previous week — their number of ideas, votes, and comments.

  • Subscribed ideas: Provides updates on ideas the portal user is subscribed to, including status updates, admin responses, and new comments.

  • Your portal highlights: Shows the five most recent ideas and comments.

Portal users can click any idea featured in the email to navigate directly to it in your ideas portal, where they can engage and provide additional feedback. They can also customize the activity summary email to focus on activity from the categories they are most interested in from their user profile settings. If they do not customize their category preferences, their activity summary email will feature activity from all portal categories.

Portal users who do not wish to receive the activity summary email can click the Unsubscribe link at the bottom of the email at any time.

The activity summary email will be disabled by default. If you are an account administrator you can enable it for your portal.

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Enable the activity summary email

  1. From Ideas -> Overview, click the pencil icon by the name of the ideas portal to access its portal settings.

  2. Go to Emails -> General -> Activity summary and check the box next to Enable activity summary email for portal users.

  3. Select an option from the Frequency menu to determine how often portal users will receive activity summary emails. Choose from Monthly, Weekly, or Daily.

Because submit-only portal users can only see ideas that they have submitted, you cannot enable the activity summary email for submit-only ideas portals.

Once enabled, all portal users will be subscribed to the activity summary email automatically and will begin receiving it according to the frequency you set.

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Customize the email

Portal users can update their preferences to cater their activity summary email to their own interests from their user profile settings. When logged into your ideas portal, they can click their profile avatar or initials in the upper right corner of the ideas portal and click Edit profile. They will find the Activity email summary section at the bottom of the page, where they can use the dropdown to select the categories that they prefer to see in their activity summary. The email will also include a link to their user profile settings each week to make updating their preferences convenient.

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