Idea Submission Tool

Edit, Add, Remove Elements in Idea Submission Tool

Path: Community Settings >> Campaign >> Manage Campaign >> Idea Submission Form

The idea submission tool is the form that members complete to submit their ideas to a campaign. This process enables you to specify the information you want members to provide when submitting an idea.

In the campaign settings, this tab consists of three elements: the Idea Submission form, Idea Submission elements, and Custom field elements.

You can reorder or drag and drop the elements in the idea submission form as well as reorder them on the form using the 6 dot icon beside each element.

If you wish to remove any particular element click on the 'x' and save. The removed elements will be added back to the right side of the idea submission tool.

Note: Title and Description fields cannot be removed.

Let's see these sections in detail:

Idea Submission Form

Idea Submission Elements

Custom Field Elements

Idea Submission Form

This area shows a preview of the questions that members will see when they are filling out the form to submit an idea to the campaign. Two questions, Title, and Description, can not be removed however, you can edit the fields by clicking on the pencil icon.

User Instructions will be displayed when the pencil icon is clicked. Here you can provide special instructions for the members to fill out the fields.

Title User Instructions: The instructions will be displayed to members while they fill in the Title field in the Idea submission form.

Description User Instructions: This will display the details or instructions to help your members fill in the Description field properly.

Idea Submission Elements

Elements that you would like to have on your idea submission form to gather extra details on the ideas that are being submitted.

In order to enable any of these elements you can drag and drop them into the Idea Submission Form.

To disable, hit the 'x' in the right corner of the field you wish to remove and it will return to the Idea Submission Elements section. Hit Save after any changes.

Below is the list of idea submission elements you can enable:

  • Add Co-submitters: The idea behind having idea co-submitters is to give permissions to the co-submitters just like the submitter.
    1. The co-submitter will be able to edit any idea to which he is added as a co-submitter even when the idea is in draft mode. 

    2. Will receive email notifications just like a submitter for idea stage change, comments, or any other activity (depending upon the notification settings of the co-submitter)
    3. Will be able to edit the ideas only when in the Ideate Stage.
    4. Will automatically follow the idea.
    5. If automatically voting for your idea is enabled the idea will have votes included for co-submitter as well.
    6. Will be able to email the author, share the idea, label, add tags, and assign owner just like the author.

  • Annotations: These can be used to move the comment as part of an idea.

  • Submit Idea on Behalf of: The admin of the community would be able to submit ideas on behalf of other users.

  • Linked Ideas: This will allow the idea submitters or the moderators to link the ideas to the most relevant ideas that are already existing.

  • Attach an image or supporting document: This will allow idea submitters to attach a supporting or relevant image or document for the idea.

  • Tags: Adding tags to the ideas is made possible.

  • Section: These allow you to have a group of custom field questions within a question.

Note: Removing the attachment from the Idea submission form will also remove it from the comment section. Though previous attachments will continue to appear.

Custom Field Elements

Add and configure new fields for your submission form.

To know more about Custom fields, see the help article.

Custom Field User Instructions:
These user instructions will clarify the member's doubts or questions while answering the custom field questions.

Note: The User Instructions can be only 280 characters long.

Last Updated: September 26, 2023