Customize Idea Template for Feedback/Customer Portal
This article covers:
Having the ins and outs of an idea or feedback suggested by your customers or teammates helps you make a wise decision about how to approach that idea/feedback.
Chisel’s Idea Template comes into action here! You can customize the template per your requirements, add the details and send it across!
Requirements:
- You will need an Enterprise plan to avail this feature.
How To Customize the Idea Template?
- Go to the ‘Feedback Portal’
- Click the ‘Configure Idea Template’ button at the top right corner.
- The Idea template already contains the fields such as name, description, email, etc. However, click the ‘+’ icon at the bottom to add more fields.
Note: Remember to have the custom fields in your Idea Box. This helps to match the data from the fields in the Idea template with your Idea Box.
- Search for the field, add the necessary options, and enable the ‘Required’ button if it’s a must-have field.
- If you enable the ‘Hidden’ slider in the fields, it means that that field won’t be visible to your users.
- If you made some changes to the template but wish to go back, click on the ‘Discard changes’ button.
- Finally, click on ‘Save Changes.’
Pro tip: Once everything is finalized, click ‘Save changes.’
- Clicking on the ‘Preview’ button will show you a copy of the form the end users will see.
- From here, share your portal with your customers/teammates.