Manage submitted ideas

Aha! ideas ensure that key feedback can be seamlessly integrated into your planning, roadmapping, and development processes. You can capture ideas through idea portals (submit-onlyprivate or public), by integrations (Salesforce or Zendesk), by email, or by import. Once you have gathered ideas, it is time to prioritize them, discuss them with your customers, and promote the best ideas to your roadmap. 

Click any of the following links to skip ahead: 

Ensure information is complete

Start with a quick review of new ideas from the Ideas > Overview or the Ideas > List pages to determine if you need more information. Click on an idea link to bring out its detail drawer. If you need more information, you can comment on the idea publicly and everyone who has voted on the idea will be notified and can respond back. If you want to collaborate with just your team, comment privately on an idea and non-Aha! users will not be notified.

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Change the idea creator

You can change the name of the person who initially submitted an idea to your ideas portal. This is helpful in situations where the idea may have been verbally communicated by one person, but submitted to your ideas portal by another. Simply open the ideas details drawer, and then select a creator from the list of users.

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Manage proxy votes

Just as you can submit an idea on behalf of a customer, you can also vote on behalf of a customer. Proxy votes, available in private ideas portals, allow you to gather feedback from organizations and customers without inviting them to an internal portal. 

You can report on proxy votes and filter by their associated organization to get a clear picture of where an organization's interests lie. 

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Merge duplicate ideas

As you review ideas you will likely come across duplicates — multiple people with the same idea. When you merge these duplicates into one idea, you reduce redundancy in your ideas list, and you gather all subscribers into one Aha! record. As you comment on, promote, or ship the idea, everyone interested be notified. 

Merging ideas creates a "primary" idea, and this primary is visible in the public and private portals. If you have several duplicate ideas to choose from, pick the one that best captures the value of the concept, and merge all other ideas to it using the More options dropdown. Subscribers to the child ideas will become subscribers to the primary so they will receive comments and updates.

Child ideas will not be visible in public or private portals, but none of their information disappears. The idea creators will still be able to view their ideas using the My ideas filter in the ideas portal, and their ideas will include a Merged tag, a link to the primary idea, and will display the idea status of the primary idea. Internally, you will still be able to see all child ideas as linked records to the primary idea, so that you have more detail available to you should you need it. 

When you report on ideas you can choose to show or hide the merged/child ideas, as needed. An idea table filter option Idea merged is available for reports and provides you with three different filtering options to show merged, show non-merged, or show all ideas.

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Configure ideas

In addition to merging an idea, you can use an idea's More options button to further configure it, or the idea record type: 

  • Merge idea will merge one idea with another
  • Link to another record to create a record link.
  • History shows you an audit log of changes made to the idea.
  • Add custom field adds a custom field to the ideas form layout. You can also create custom fields in Settings ⚙️ > Account > Custom fields, of course, but this option is useful for times when you realize you need to add a custom field but do not want to leave the page and lose context.
  • Edit custom field layout pulls up the ideas form layout, which lets you add, remove, or rearrange existing custom fields. Again, you could edit your idea's layout in Settings ⚙️ > Account > Custom layouts, but this option lets you edit your ideas form layout without leaving the idea itself. 
  • Add automation rule takes you to Settings ⚙️ > Workspace > Automation, where you can add a new automation rule. Automation rules, available to Enterprise+ customers, are useful for streamlining your workflows and driving consistency across your workspace. 
    Note: This option will only appear in the More options button for Enterprise+ customers.
  • Copy idea copies the idea, including to-dos and to-do assignees (but without to-do due dates). 
  • Delete idea deletes the idea. 

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Prioritize ideas

Sometimes you review an idea and know right away that it should be promoted to a feature (your team might also call these "activities" or "user stories."). Other ideas aren't immediately clear winners and should be prioritized using the Aha! scorecard, informed in part by the popularity of the feature. Within an idea's detail drawer, you can see how many votes and subscribers a feature has. You can also use the Ideas > List view and add columns for number of comments, votes and subscribers to sort, filter and compare ideas.

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Promote ideas to epics or features

Once ready to promote, simply click on the green Promote button and choose the Promote to Feature (or Promote to Epic) option. You can choose to promote to any workspace for which you have rights and any release or parking lot within that workspace. When you promote an idea to a feature, a feature is created and a link is established between the idea and the feature. This ensures that a feature's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is implemented as a shipped feature.

Note that depending on your Aha! use case — and how you have chosen to customize your terminology — you may call features by other names. Your team might prefer to work with user stories, or activities. The takeaway here is that once you determine that an idea is something your team needs to work on, you can promote it to a record that encapsulates that work without losing the link to the original idea and everyone who was interested in it.

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Promote ideas to initiatives

Once ready to promote, simply click on the green Promote button and choose the Promote to Initiative option. You can choose to promote to any workspace for which you have rights. When you promote an idea to an initiative, an initiative is created and a link is established between the idea and the initiative. This ensures that an initiative's origin and idea vote count are always accessible and that the users who submit and subscribe to ideas are automatically notified when an idea is delivered as a shipped initiative. 

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Respond publicly to users

Responding quickly to ideas with "yes", "no," or "soon" is helpful to the person who submitted the idea and anyone who has visibility. But it is also helpful to your team because they clearly communicate and reinforce your positioning and strategic direction, which encourages quality discussion and additional ideas. Create an Admin response to publish your response as a comment in your forum. 

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Report on trending ideas

If you are handling a large volume of ideas, it can be tricky to understand which ideas are the most relevant for customers. Aha! allows you to spot trends across idea topics to identify the most popular ideas.

Try one of our trend reports to understand how your ideas and idea categories are performing over time:

  • Ideas > Related views > Pivot table: Trending ideas

  • Ideas > Related views > Column chart: Trending idea categories

These two reports offer the ability to see which ideas and idea categories are trending based on the date votes were submitted. This can be a very powerful tool if you want to compare and view recent votes.

These views can also be found in Roadmaps > Overview > Example reports.

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