This guide will provide an introduction designing and moderating your IdeaScale campaign.
This guide is divided into two sections that are curated as the most important sections of IdeaScale to learn to configure your innovation campaign for launch and moderation.
First, you will need to log into your dedicated community URL, for example: 'company.ideascaleapp.com' with your email and password. If you do not have this information yet, please contact support@ideascale.com or your sales representative.
You will need to have Administrator or Campaign Administrator and Campaign Moderator access to configure and manage the settings described below. If you are not one of these roles, please contact your IdeaScale Site Owner or Administrator.
Let's get started!
Table of Contents
1. Community Roles, Access, and Security
- Adding and Managing Members, Administrators, and Moderators
- Adding and Managing Member Groups
- Emails & Notifications
2. Campaign Design
- Campaign Images
- Campaign Behavior & Permissions and Privacy & Access
- Idea Submission Tool
- Campaign Moderation and Sponsor
- Campaign Funnel
- Campaign Email Invitation
- Campaign Schedule
3. Funnels, Workflows, and Stages
- Stage Types
- Building a Funnel (Stage Settings)
4. Pre-launch Checklist and Soft Launch
5. Moderation and Idea Ownership
- Incoming Moderation
- Idea Ownership
6. Idea and Member Management
- Member Management Dashboard
- Idea Portfolio
- Reporting & Analysis Dashboard
7. IdeaScale Resources
- Customer Success Stories
- Innovation Tools
- IdeaScale Blog
1. Community Roles, Access, and Security
When using IdeaScale you can assign different roles to Users based on the level of access you wish them to have and the activities you want them to perform.
Adding and Managing Members, Administrators, and Moderators
This video describes the three main User roles, Administrators, Moderators, and Members, and the tasks related to User management in the IdeaScale platform.
Video Overview:
Help Articles:
Community User Roles
Member Management Dashboard
Custom Admin
Bulk Import Members
Community Invitations, Verifications, and Passwords
Adding and Managing Member Groups
Groups can help you organize Users based on different characteristics or roles within your community. You can use groups to assign idea submission, evaluator team, and idea ownership privileges, or for idea moderation.
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Member Groups
Emails & Notifications
As more users and ideas are added, communicating with your audience can become difficult and take valuable time. IdeaScale helps automate communications and notifications to your community based on specific user groups and actions in the community.
Video Overview:
Help Articles:
Default Notification Preferences
Email & Notifications
Digest Emails Settings
2. Campaign Design
Campaigns allow you to organize idea submissions around similar topics or call-to-actions and allow you to engage certain groups of Users based on privacy and access settings.
Challenge Statement and Campaign Groups
The challenge statement is your call-to-action or problem/opportunity statement presented to the crowd. This is usually in the form of a question such as, "how might we reduce costs across our manufacturing process?". Clean and concise challenge statements guide your crowd to submit quality ideas that contribute to your campaigns' goals.
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Campaign Settings: Basic Settings
Campaign Images
IdeaScale allows you to customize campaigns with several images such as a campaign banner, logo, and featured image. These images can help engage your crowd and can help clarify information for your crowd.
Please note: Adding campaign images is also covered in the above section video, "2. Customizing Your Community -> Adding Images and Color"
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Campaign Settings: Basic Settings
Campaign Behavior & Permissions and Privacy & Access
Behaviors and Permissions settings allow you to control how your crowd interacts with ideas and campaigns. The crowd can be prevented from voting on ideas or editing their ideas after submission, for example. Campaign privacy settings ensure user groups without the desired access will not be able to see ideas or participate in specific campaigns.
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Campaign Settings
Idea Submission Tool
The idea submission tool allows you to create a customized form to collect the information you need when a user submits an idea. Taking time to refine and customize your idea submission form will ensure idea submitters can provide the best details to support their idea.
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Campaign Settings: Idea Submission Tool
Campaign Moderator and Sponsor
Adding a Campaign Sponsor to your campaign communicates to the crowd who is overseeing or sponsoring the campaign. Adding a Campaign Moderator role assigns specific users to moderate a campaign's ideas.
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Campaign Settings: Moderation
Community User Roles
Selecting Your Campaign Funnel
Beyond idea-collection, refining and evaluating ideas is paramount to developing and identifying quality ideas. A campaign funnel allows you to do just that.
Note: Please also refer to the below section, "4. Funnels, Workflows, and Stages" for help building a funnel workflow and individual stages.
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Campaign Email Invitation
The campaign email invitation is a communication tool to help notify users of new campaigns that are launched on the platform.
Please note: Emails will only be sent to users who have previously logged into an IdeaScale community.
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Campaign Settings: Email Invitations
Campaign Schedule
You can set a specific time to automatically launch your campaign and you can schedule end dates for each stage to help automate idea management.
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3. Funnels, Workflows, and Stages
Refining ideas by turning idea fragments into robust idea concepts will allow you to better identify the value of each idea within your larger idea portfolio of ideas. Funnels, workflows, and stages allow you to build decision-making processes around your ideas.
Stage Types
IdeaScale offers eight (8) stage types to vote, refine, evaluate, fund, and estimate the value of ideas.
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All about Stages
Configuring Funnels
Building a Funnel (Stage Settings)
Each IdeaScale stage allows you to set the permissions and access to the activities of each stage. Administrators can decide the level of transparency and actions required of the crowd for each stage, in addition to setting specific configurations and automation features.
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Configuring Funnels
4. Pre-launch Checklist and Soft Launch
The pre-launch checklist is a step-by-step list of the most important settings and configurations that impact how users engage with the platform and what content is visible.
Tip: During initial setup and configuration, it is important to test your platform to ensure all campaigns, workflows, and ideas have the correct behaviors in place and members have the correct permissions to access the correct content (and not access the wrong content).
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5. Moderation and Idea Ownership
Incoming Moderation
The Incoming Moderation dashboard is a simplified way for moderators to manage their ideas and reply to idea submitters. Ideas can be linked, sorted, and advanced to new stages.
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Idea Ownership
Moderators or administrators can assign an Idea owner to partly manage specific ideas. Multiple owners can be given to a single idea.
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6. Idea and Member Management
Member Management Dashboard
Member Management allows you to search and select members to take action such as approve, ban, send a private message, and more.
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Idea Portfolio
Idea Portfolio grants Moderators an easy-to-use method of organizing, sorting, and tagging all ideas that have been submitted. The ideas, campaigns, and groups that moderators can see will depend on the type of moderator they are: Global, Campaign, or Group Moderator.
Video Overview:
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Overview of the Idea Portfolio
Reporting & Analysis Dashboard
The Reporting & Analysis Dashboard helps you to monitor engagement and outcomes across your campaigns. With the help of this dashboard, getting reports from various communities for their different campaigns can be achieved with ease.
Video Overview:
Help Articles:
Overview of the Reporting & Analysis
7. IdeaScale Resources
Customer Success Stories
Innovation Tools
IdeaScale Blog
We encourage you to take 30 seconds and provide feedback here on this setup guide to assist us in making it the best possible resource available.
Check back here, periodically, for new onboarding and training videos on
advanced settings, configuration, and innovation management platform strategy.