This article discusses functionality that is included in the Aha! Ideas Advanced plan. Please contact us if you would like a live demo or want to try using it in your account.
Your ideas portal gives customers a way to share feedback, but they also need context about what you are working on and how their input informs your plans. Custom pages bring that information into the same place. Share planned work and progress in a roadmap or report, publish updates and guidance in a note, or add a polls page to ask focused questions and gather feedback.
Add pages for the information and feedback opportunities that are most useful to each community. If you use separate portals for customers and internal teams, tailor each portal's pages to the information that community needs.
Click any of the following links to skip ahead:
Choose what to share
Before you create a custom page, decide what portal users should be able to find there. Use a roadmap to share planned work and progress. Use a note to share written guidance, announcements, or educational content.
Use case |
What to share |
Page type |
|---|---|---|
Share a public product roadmap |
A roadmap that shows planned work by theme, release, or status |
Roadmap |
Highlight customer-requested work |
A filtered roadmap or report that shows progress on popular requests |
Roadmap |
Communicate strategic themes |
A roadmap organized around the outcomes or themes you are focused on solving |
Roadmap |
Publish release announcements |
A note with release highlights, screenshots, and links to related ideas or resources |
Note |
Explain how to participate |
A guide that explains how to submit ideas, vote, comment, and follow updates. |
Note |
Provide product education |
A guide, FAQ, collection of best practices, or videos that help customers use your product |
Note |
Support beta programs |
A note with eligibility details, timelines, onboarding instructions, and feedback expectations |
Note |
Create an internal feedback hub |
A note with internal submission guidance, plans, and announcements for the team |
Note |
Tailor content for separate communities |
A roadmap or note created for customers, partners, beta users, or internal teams |
Roadmap or note |
Make the portal a destination |
A welcome page, key announcement, or high-level roadmap set as the portal's primary tab |
Roadmap or note |
Gather feedback on a specific question |
One or more polls that ask portal users about product needs, priorities, or satisfaction |
Polls |
Prepare page content
Roadmap or report
You can share any roadmap or report that you have created in Aha! After you enable sharing, a customization administrator can add it to a roadmap custom page in your portal.
Create and save the roadmap or report you want to share.
Open the Sharing menu and select Share as webpage.
Select Enable sharing to an ideas portal.
Choose whether portal users can filter the report or drill in to view record details.
Select Close.
A shared roadmap reflects changes to its underlying data. A green dot on the roadmap indicates that it is shared in an ideas portal.
A portal roadmap shows the information available to the person who created the report. Review the report's access and sharing settings before you publish it.
Note
Use notes for release announcements, portal guidance, product education, and other written updates. You can also share a group of nested notes on one custom page. Portal users will see the notes in a left-side navigation.
Changes to a shared note appear in the portal automatically. If you need to prepare a substantial update before portal users see it, draft the content in a separate note and copy it into the shared note when it is ready.
Embedded Aha! views do not appear directly in shared notes. Portal users will see a link to the report instead. Avoid embedding views in notes that you share with external portal users.
Poll
Use polls when you want to ask portal users a focused question about their needs, priorities, or experience. A polls page can show multiple active polls.
Navigate to Research → Polls.
Select New poll.
Enter a Title and choose a Question type.
Enter your question and configure the available answers.
Select Create poll.
Creating a poll does not publish it. Review the poll details, add an introduction or optional text field if needed, and then open the Portals tab.
To publish the poll in your ideas portal:
Turn on Active.
Choose who can view the poll: Visible to creator, Visible to internal users, or Visible to all.
Add a thumbnail image if you want one to appear on the polls page.
An active poll appears in every ideas portal in the workspace that includes a polls page. Portal users only see polls that are visible to them.
If your portal has a polls page but no visible active polls, portal users will not see the page.
Add a page to your portal
Open your portal settings and go to Navigation -> Pages.
Select + Get started. Then, select Add new page and choose Roadmap, Note, or Polls.
Enter a Page name. This appears as the tab name in your portal navigation.
(Optional) Add a Heading and Description to a roadmap or note page to provide context for portal users. This appears at the top of the page.
For a roadmap or note page, select the content you want to share. For a polls page, create and activate polls separately from Research → Polls.
Enable the Visible toggle at the top of the page to activate the custom page.
Manage the portal experience
Custom pages appear in your portal navigation in the order shown in your portal's Pages settings. Drag and drop pages to change their order.
You can also:
Set a page as the primary tab so it is the first page visitors see.
Edit a page to update its name, heading, description, or shared content.
Hide a page temporarily by turning off Visible.
Delete a page when you no longer need it.
Portal users can view custom pages based on the access settings for your portal. Anyone can view pages in a public portal. Users must sign in before they can view pages in a private portal.