You need to be an Ideas Advanced customer to add custom pages to your ideas portal. Please contact us if you would like a live demo or would like to try using it in your account.
Aha! Ideas | Custom pages (Advanced Plan)
Sharing your plans generates excitement about your product and what is coming next. When you proactively show your customers what you plan to build, they know you are considering their needs. And when you ask for their feedback on your plans, it shows them you are focused on solving their biggest challenges. Sharing your plans and gathering feedback from one central place is a convenient and impactful way to foster communication with your customers about their challenges — you are showing them how you plan to make their lives easier.
You can share plans, insights, and announcements with your community by adding roadmaps or notes to custom pages in your ideas portal. Add as many custom pages to a portal as you need. And if you have separate portals for your customers and internal teams, create custom pages for each so you can share the roadmaps and notes that are relevant to each community.
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Create a roadmap
Share a roadmap in your ideas portal to align and engage your community on what is coming next. You can share any roadmap or report you have created in Aha! on a custom page. Even interactive roadmaps can be shared.
Create a roadmap with the information you would like to share.
Save your roadmap.
Go to the Sharing menu and select Share as webpage.
Click Enable sharing to an ideas portal.
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Configure Sharing settings:
Allow filtering: Enable this option to allow portal users to filter the report.
Allow drill in: Enable this option to allow portal visitors to drill in to see more detail when they click on a record.
Click Close.
You can ensure that only users in your Aha! Ideas account can access the report from your account-level Share as webpage settings.
After you have enabled your roadmap for sharing, a customizations administrator can publish your roadmap to your ideas portal. As the data in your roadmap changes, your roadmap will update in your portal, allowing you to share the most up-to-date information with your community.
When a roadmap or report has been shared to an ideas portal, you will see a green dot indicator on the roadmap when viewing it in Aha! — to ensure that your team knows it can be viewed in your portal. If you would like to prevent others from updating the report or changing any of its configurations, edit permissions on the report’s settings as needed.
When a roadmap is shown on the portal, it will populate the same information that the creator of the report can see and will show the records that they have access to.
Prepare a note
Notes are useful for sharing new feature announcements, guides to using the portal, and other important information that you would like your customers or internal teams to know. Collaborate with your team to create a note for the portal. If you have more than one note to share, you can even share a group of nested notes to one page in a portal. Sharing nested notes will share left navigation for the notes as well.
Take advantage of text styling options like font choices, colors, and sizes to make your note visually appealing.
Use the AI writing assistant to get started drafting your note to get the message just right.
Once your note is ready to be shared, a customization administrator can share the note to your portal. Any note in any workspace that the customization administrator has access to can be shared.
When a shared note is edited, its changes will be reflected in the portal. A green dot indicator will show at the top and in the left navigation of shared notes so internal teams will know it is being shared in the portal. Since notes are updated in real-time, you can always copy and paste a separate note into the shared note instead of editing the note directly — to avoid any incomplete text being shown in your portal.
Notes: If you include embedded Aha! views in a shared note, the note on the portal will not populate the embedded view. Instead, it will show a link to open that report. It is best not to share notes with embedded views in portals your customers use — they will not be able to access those reports.
If you would like to restrict who can edit notes that you share to the portal, consider placing them in a workspace that has limited permissions.
Publish roadmaps and notes to an ideas portal
Whether you want to share insights and plans with your customers or internal teams, you can display what you want to communicate directly in your ideas portal by adding that information to a custom page. This is a great way to share information with your customers and receive feedback from them in one central place. Custom pages will appear as tabs in your portal’s navigation, making it easy for your community to access the information you want to share with them.
Custom pages cannot be added to submit-only portals or to portals using the classic design.
If you have customization administrator permissions, you can add custom pages and share roadmaps or notes within them.
From the portal, go to Settings → Pages and click + Get started. Then click the Add page button to create your first custom page. Select the type of custom page you want to create: Roadmap or Note. Next, configure your page settings:
Page name - This appears as the page's tab name at the top of your portal.
Heading (optional) - This will be shown as a title at the top of your custom page.
Description (optional) - This is a rich text field that you can use to provide context about the roadmap or note you share on this page.
Roadmap or Note selection - Choose the roadmap or note you would like to publish to the portal. You can choose from any roadmap or report that has Enable sharing to an ideas portal turned on and any note in any workspace that you have access to view. If a note has nested notes beneath it, those will also be shared along with a left navigation.
When you are ready for the page to be visible to everyone in the portal, enable the Visible toggle at the top of the page. A green dot indicator will show at the top of a shared roadmap so internal teams will know it is being shared in the portal.
Custom pages user experience
Anyone who is able to access your portal can view its custom pages. This includes anyone who visits a public portal. If you have a private portal, users will need to log in to the portal to view custom pages and the roadmaps, reports, or notes you have shared there.
The names of your custom pages will display tabs in your portal's navigation, and your pages will appear in the order you have them listed in your Pages settings. You can make any page in your portal your primary tab to control which tab is the first thing portal viewers see when they visit the portal. Visitors can then click through portal tabs and browse the notes and roadmaps you have shared. Notes and roadmaps will update automatically every few minutes so that portal visitors always have the latest information.
Manage your custom pages to ensure a great user experience
If you have added more than one custom page to your portal, you may need to make adjustments from time to time to ensure the best experience for your portal users:
Reorder your custom pages to adjust the order they are shown in your portal’s navigation by dragging and dropping the pages into your preferred order.
Delete pages you no longer want by clicking Delete next to a listed page. You will be asked to confirm that you want to delete the page.
Edit your pages to change the names that appear in the portal’s navigation.
Keep your shared notes updated so that portal viewers always have the latest information.