This feature is available in Ultimate edition only.
Ideas is a request management system that can be integrated into Lifecycle (Ultimate Edition only). It gives your organization a platform to capture, collaborate on, and prioritize customer feature requests (called ideas), providing more and deeper insight into the needs of the community you serve. To learn more about how Ideas works, see Ideas.
Getting Started with Ideas
Follow these steps to add and configure Ideas into your Lifecycle instance (Ultimate Edition only).
To setup Ideas, your Admin Privileges role must be set to "System Administrator".
Step 1. Request Ideas
Contact your Lifecycle account representative to request that Ideas be activated within your Lifecycle instance. When you receive the activation confirmation email from support, follow the steps below to configure Ideas.
Step 2. Activate Ideas
For On-Demand (V1 Hosted) Instances...
For On-Premise Instances...
- Select Admin > System Administration > Ideas > Activation.
- Select the Enabled check box, and then enter the URL and Activation Code you received in the activation confirmation email from Lifecycle.
- Click Test Connection to make sure the systems can successfully communicate, and then click Save.
Step 4. Brand and Customize Your Customer Ideas Site (Optional)
If you want to customize the look and feel of your customer-facing Ideas site, you can do so by changing the logo and content in the headers and footers.
- Refer to Branding and Customizing Ideas for details.
Step 5. Add Internal Ideas Administrators
Now, you can specify the members in your organization who will be Ideas Administrators. Ideas Administrators will be able to see the Ideas menu options so they can manage and delegate forum management tasks to other members.
- To learn more, see Adding an Ideas Administrator.
Access to the Ideas menu options are only visible to members who have been assigned the Ideas Administrator role.
Step 6. Configure Ideas Notification Emails (Optional)
You can set up your Ideas system to send email notifications to users to keep them informed of new developments on the ideas they submitted or commented on.
- For instructions, see Enabling and Customizing Email Notifications.
Step 7. Set Up the Initial Forum and Add Ideas
New Ideas systems are populated with one default public forum and one category. We suggest that you start by modifying the default forum and category, and then add more as needed. To get discussions started, you can seed your new forum(s) by adding ideas that product owners have submitted in the past or from upcoming roadmap items. This will need to be done manually as there is not a way to generate Ideas forum entries from within Lifecycle.
For instructions, see:
To keep new a new forum under wraps prior to launching, you can change the forum security to Private and leave the text area blank so that no can access the forum.
Step 8. Invite Users to the Forum
That's it! Now you can send your customers invitations to sign up. If you have created any private forums, it's helpful to remind them that they will not be able to submit or vote on ideas until the registration process is complete.