August 2021 Release Notes

These product updates are a result of external client feedback and internal feedback from employees at IdeaScale. Thanks to, user interviews, testing, and ongoing design and development, these changes will improve the overall Moderator, Administrator, Accessor and Reviewer experience.

As always - your feedback fuels our direction, please let us know what you think.

Moderator Campaign Digest

We are excited to introduce our new Moderator Campaign Digest. This new monthly digest will go to all Global, Campaign, and Group Moderators. This digest tracks the progress of your campaigns on a month-to-month basis. The metrics that are measured are: Engaged Members, Ideas, Comments, Votes, Views, Implemented and Selected Ideas. In addition to these engagement metrics we are also gathering all ideas, comments or Members that need to be approved or any new ideas since your last visit. Additional insights about your campaign can be drawn by clicking through to the Activity Trends. Once you click through to Activity Trends, the report will be segmented by campaign or group.

Why is this important?
We think these are very important metrics that should be measured for all campaigns. Keeping track of these should help Moderators track the health of their individual campaigns. This report represents a snapshot in time of the previous month’s activity.


How does it work?
Starting September 1 (and subsequently the first day of every month) your Global Moderators, Group Moderators, and your Campaign Moderators will receive a single email which will include a roll-up for each campaign's activity over the course of the previous month. This Digest replaces our previous Daily, Weekly and Monthly Moderator Digests. Your Moderators can opt-out OR opt to receive weekly digests instead.

What does it look like?


What do I need to do to make this work in my community today/when it is released?

Nothing to activate in your community, all Campaign, Global, and Group Moderators will receive their monthly notification starting September 1st. After September 1, Moderators can opt-in to receive weekly emails (or unsubscribe).


Engagement added to Activity Trends


We have introduced two new data points to Activity Trends: Engaged Members and Engagement Actions.

An Engaged Member is any member that has logged in AND taken a single action (whether it's submitting an idea, commenting, voting, giving a Kudo, etc.) Clicking this point will display who has engaged over this time period. This is a list of unique members, a person will only appear once regardless of how many times they have engaged. This data point will appear on the Moderator Digest (see above).


To compliment this metric, we have also added Engagement Actions along with Total Engagement Activity Count. Engagement Actions will total the number of Actions over the time period, and which actions that were taken over the course of the Week / Month / Quarter. Members are listed in the descending order of their Total Engagement Activity Count.


The following actions are counted towards Engagement:

  • Submitting Ideas, Comments, Votes.

  • Performing Stage Actions (Ideas refined, reviewed, assessed, etc ),

  • Adding Tags,

  • Giving Kudos,

  • Linking Ideas,

  • Adding Labels,

  • Sharing Ideas

Why is this important?


These metrics are important to identify those members in your community that are active and what activities are they taking. These additions will allow you to compare Logins vs. Engagement Actions, to see who has logged in vs. who has actually taken action. Lastly, and perhaps most importantly, you can track to see which members are generating the most actions.


How does it work?

Calculating the Total Engagement Activity Count:

If a member submits 1 idea, 2 votes, gives Kudos to 3 members, Links 2 ideas, and Shares 1 idea their Total Engagement Activity Count is 9 = 1 + 2 + 3 + 2 + 1.


The member with the highest Total Engagement Activity Count appears at the top of the list.






What do I need to do to make this work in my community today/when it is released?


Engaged Members and Engagement Actions are both available now in your Activity Trends.



PowerBI Desktop App Connector


We are releasing a new secured connector setup for the Power BI Desktop app. This new connector can be installed on the Power BI Desktop app on any Windows machine. This is a great tool for communities that would like to create their own custom reports with IdeaScale community data.


Please note, this feature is currently only available to clients on the US Region servers (i.e. community domain with "".)


Why is this important?
This will allow Power BI Model Author or Administrator to securely connect to and pull data from their IdeaScale community. We think our clients will benefit greatly from the visual business intelligence tools PowerBI specializes in.

How does it work?
Your Administrator connects your data to PowerBI and you then get access to PowerBI's amazing suite of custom reporting tools. Once you have reports built, you can then share them amongst your colleagues.

What do I need to do to make this work in my community today/when it is released?
There are a couple of steps you need to follow:
1. You should install Power BI Desktop within your community from Community Settings > Integration > App Directory > Power BI.

2. Download the Power BI Custom Connector Setup zip file (from the App Directory) and extract the setup file and install that on your Windows machine. You'll need to have installation permission to run a setup.exe file on your Windows machine.

  • For installing the .exe file you need to have admin rights on your Windows computer, OR the person who has installation rights should run this setup file on your machine (Generally the company computer/network/hardware admins).

  • For enabling or preparing your community for PowerBI to utilize data, you need to be a Community Administrator within IdeaScale, so you can access it from App Directory.

  • To use Power BI desktop app, you do not necessarily have to be an admin to use the connector, as you are not really logging in to PowerBI.


Labels are now Clickable

The next iteration of Labels is now available. Members now be able to click an idea label and all ideas with that label will then be displayed. This is great for gathering all of your Implemented or Selected ideas in one place. This is available for all Custom Labels and System Labels, with a few exceptions (see below). Additionally, we recognize that in some cases clients do not want some labels to be clickable, say for instance when a client using a Label to identify intellectual property or other confidential ideas. For that reason, we have added a toggle that will allow Labels to be clickable or not.

Along with this change we've added search queries for all Custom Labels in Idea Portfolio and Incoming Moderation. You can utilize this search as follows Label: {Custom Label Name}.

Additionally some System Labels are clickable for Moderators only, as these labels primarily tie into the Moderator's role within the community (these include Duplicate, Pending, Reported, Inbound, and Abuse).

Why is this important?
This will allow members to quickly and easily gather ideas with a given label in one place. Labels are an important taxonomy so being able to search and gather them is crucial.

How does it work?
Quite simply click the label from whatever list of ideas you are viewing and the ideas will segment the view.

What does it look like?

What is the value/why did we make this change?
We continue to build on our labels functionality and plan to do more in the near future.

What do I need to do to make this work in my community today/when it is released?
This feature is fully available now. To make your Custom Labels clickable simply visit your Community Settings > Customization > Custom Labels and click into the label you would like to be clickable.



Configurable Keys for Assessment and ReviewScale

We have added a new means to assign values to your Assessment or ReviewScale ratings. Now you can define what you call a Star ratings or what you a High rating in ReviewScale via Configurable Keys. Basically this will allow your Administrators to create a rubric for their respective Reviewers and Assessors. This is designed for all Administrators to assign value to each grade (High, Medium, Low or 5, 4, 3, 2, or 1 Stars). We've heard from clients that there was member confusion about what each rating was supposed to represent. We hope that the addition of this Key will help clear up any confusion with your Assessors and Reviewers. We've also add a NA (Not Applicable) option to Assessment.

With this new release you can now use a Likert Scale for Assessment scoring (I.e. Strongly Agree, Agree, Neither Agree nor Disagree, Disagree, Strongly Disagree).

Why is this important?
We think this is important to keep all of the your Reviewers and Assessors on the same page, instead of allowing the grading to be ambiguous.

What does it look like?

What do I need to do to make this work in my community today/when it is released?
This feature is available in all communities in all regions. To utilize please visit the Stage setup for any Assessment or ReviewScale Stage. Read More: Assessment Stage

Original ideas in ideas.ideascale:


Also available: Import Member Options

In the Member Management panel, in addition to importing members, one can now import: Member Status, User Names or Member Roles. These miscellaneous imports are now available in one convenient place. As we have now discontinued our old Member Management Panel (as of July 1), it was important to maintain this functionality for Administrators.


How does it work?
From Member Management, simply select which of import types you would like to utilize. Follow the prompts for specific import types. For the Roles import we offer a template that will allow you to upload your user roles (Administrator, Group Moderator, Custom Field Moderator, etc.) Read More: Bulk Import Roles


Also available: Incoming Search Commands for Comments

You can now use search commands while searching for comments. This is particularly helpful to those Moderators that are approving every comment. Commands include: Campaign, Group, Submitter, Date and Pending. Read more: