IdeaScale Platform Quick Setup Guide

New IdeaScale Customer? New Administrator? This guide is designed for you!

This guide is divided into five sections (with one bonus section), which we have curated as the critical and most important sections of IdeaScale to learn and configure the basics for a quick and easy launch.

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 access to configure the settings described below. If you are not a Global Administrator, please contact your IdeaScale Site Owner or Administrator.

Finally, if you have any questions during your initial platform setup, please contact our Professional Services team at ps@ideascale.com.

All of us at IdeaScale are excited to support you on your innovation journey. Are you ready?

Let's get started! 

Please note: This self-serve setup guide is a new tool designed for Administrators to quickly configure basic settings to launch their IdeaScale Community.

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.

Table of Contents

1. Community Roles, Access, and Security
   - Adding and Managing Members, Administrators, and Moderators
   - Adding and Managing Member Groups
   - Setting Up and Configuring Single Sign-On (SSO)
   - Access Restrictions

2. Customize Your Community
    - Landing Page
    - Adding Images and Colors
    - Emails & Notifications

3. Campaign Design
    - Campaign Images
    - Campaign Behavior & Permissions and Privacy & Access
    - Idea Submission Tool
    - Campaign Moderation and Sponsor
    - Campaign Funnel
    - Campaign Email Invitation
    - Campaign Schedule

4. Funnels, Workflows, and Stages
    - Stage Types 
    - Building a Funnel (Stage Settings)

5. Pre-launch Checklist and Soft Launch

6. Bonus Content
    - Customer Success Stories
    - Innovation Tools
    - IdeaScale Blog


1. Community Roles, Access, and Security

What is it? 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. IdeaScale also allows Global Administrators to create and manage certain access and security restrictions for users.

Why is this important? Some roles allow for idea submissions and basic engagement, moderation of ideas submitted, and administration of the overall software. It is important to assign roles based on the permissions you wish individuals to have within the IdeaScale platform.


Adding and Managing Members, Administrators, and Moderators

What is it? IdeaScale permits different user roles based on the level of access you wish them to have and the activities you want them to perform.

Why is this important? As innovation programs grow and mature, so does the complexity. Allowing different user roles to streamline their interaction with the platform and accomplish their tasks quickly and efficiently. 

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

What is it? Groups can help you organize members based on different characteristics or roles within your community. 

Why is this important? You can use groups to assign idea submission, commenting, idea ownership privileges, or for group-based moderation. You can also segment participation data by group.


Video Overview:


Help Articles: 
Member Groups
How to Map Attributes & Create/Manage Groups using SSO


Setting Up and Configuring Single Sign-On (SSO)

What is it? Enabling Single Sign-On allows your crowd to seamlessly and easily access your IdeaScale platform in accordance with organization-specific security protocols.  

Why is this important? Some organizations use Single Sign-On for other applications so enabling it for IdeaScale as well allows users an easy way to access the platform while adhering to any security setting the organization already has in place. 

Please note: Enabling SSO will also allow you to create and manage Member Groups within IdeaScale if desired. 


Video Overview:


Help Articles:
Single Sign-On (SSO)
Common SSO Questions
IdeaScale Azure Active Directory Integration
How to Map Attributes & Create/Manage Groups using SSO
SAML SSO with Active Directory and ADFS 2.0 / 3.0
 


Access Restrictions

What is it? These settings allow Administrators of the community to set various types of access restrictions or auto-approvals, curse filtering, and SSL security and government compliance settings.

Why is this important? Some organizations have strict security protocols in place to limit who can access information and how that information is accessed.  

Video Overview:


Help Articles:
Access Restrictions
New Member Approvals
Curse Word Filtering


2. Customize Your Community

What is it? The IdeaScale platform allows you to add branding, colors, text, and images to better relate to your audience.

Why is this important? Creating a platform design that best resembles your organization's look and feel will encourage your audience to participate and submit a higher quantity of ideas over time. 


Landing Page

What is it? Landing pages are optional and allow you to welcome members to your community while also showing them previews of the latest and greatest in a simple, streamlined, and central page. 

Why is this important? As more and more campaigns, challenges, and topics are added to your community, more and more ideas and content are added. Sometimes, this amount of content can be overwhelming for your members. In this case, adding a landing page provides a simple and clean first page in your community to preview specific content and focus your members. 


Video Overview:


Help Articles: 
Landing Page 
Landing Page FAQ


Adding Images and Colors

What is it? IdeaScale allows you to add images and some highlight colors throughout your community.

Why is this important? Members are more likely to participate in your community if they can relate to it. Adding images and color that is specific to your organization or your mission will help members align around your call to action. 


Video Overview:

 
Help Articles: 
Video & Image FAQ's
Look & Feel Settings: Logo
Background Image for the Login Page
Customize the Community Banner
Community Colors


Emails & Notifications

What is it? IdeaScale helps automate communications and notifications to your community based on specific actions and/or tasks that are due or completed in the community.

Why is this important? As more and more members are added, and more and more ideas are added, communicating with your audience can become difficult and take time. Understanding and leveraging the platform's notifications will help you streamline communication in an efficient way.


Video Overview:


Help Articles: 
Default Notification Preferences
Email & Notifications
Digest Emails Settings


3. Campaign Design

What is it? Campaigns allow you to organize idea submissions around similar topics or calls to action and/or allow you to engage certain groups of members based on privacy and access settings. 

Why is this important? Issuing specific calls to action for your members to participate in is the first step to gathering quality ideas on specific topics. Moreover, the ability to provide certain members access to certain campaigns allows you to manage which groups will be able to participate in your campaign.


Challenge Statement and Campaign Groups

What is it? The challenge statement is your call-to-action, problem or opportunity statement for the crowd to respond to. This is usually in the form of a question such as, "how might we reduce costs across our manufacturing process?".

Why is this important? Clean and concise challenge statements guide your crowd to submit quality ideas that contribute to your campaign's goals.


Video Overview:


Help Articles: 
Campaign Settings: Basic Settings


Campaign Images

What is it? IdeaScale allows you to customize campaigns with several images such as a campaign banner, logo, and featured image. 

Why is this important? Campaign images help by making campaign topics more understandable and relatable to the diverse stakeholders that comprise your crowd.

Please note: Adding campaign images is also covered in the above section video, "2. Customizing Your Community -> Adding Images and Color"

 

Video Overview:


Help Articles: 
Campaign Settings: Basic Settings


Campaign Behavior & Permissions and Privacy & Access

What is it? Specific Behaviors and Permissions can ensure votes, comments and attachments are enabled. Specific Privacy and Access can ensure ideas and comments can be anonymous and or require that ideas be approved by a moderator.

Why is this important? The crowd can be prevented from voting on ideas or editing their ideas or be required to tag and add attachments to their ideas. Making a campaign private will ensure member groups without the proper access will not be able to see ideas or until the campaign administrator deems it appropriate to provide access to the campaign.

Video Overview:

Help Articles:
Campaign Settings


Idea Submission Tool

What is it? The idea submission form is your main tool for collecting idea submissions.

Why is this important? Taking time to refine and customize your idea submission form will ensure idea submitters can provide the best details to support their idea. This will help the campaign make better decisions on how to moderate the idea.

Video Overview:

Help Articles:
Campaign Settings: Idea Submission Tool

Idea Submission Tool


Campaign Moderator and Sponsor

What is it? The Campaign Sponsor communicates the organization's leader that is hosting the campaign. The Moderator role is displayed to communicate who is responsible for advancing ideas within the campaign's funnel.

Why is this important? The crowd is benefited by seeing who is leading and responsible for the campaign's challenge statement and its overall experience.

Video Overview:

Help Articles:

Campaign Settings: Moderation
Community User Roles


Selecting Your Campaign Funnel

What is it? Funnels provide structure to your innovation management process by breaking up the funnel into stages.

Why is this important? Beyond idea collection, articulating a funnel for ideas to be collected and prioritized is essential to any innovation management process.

Note: Please also refer to the below section, "4. Funnels, Workflows, and Stages" for help building a funnel workflow and individual stages.


Video Overview:

Help Articles:

Campaign Settings: Funnels


Campaign Email Invitation

What is it? An email invitation can easily be sent to users who have already logged in, or created an account, with IdeaScale.

Why is this important? This is an additional communication tool for getting the word out about your campaign. It can complement email, webinars, and other communication channels used when inviting members to the campaign.

Video Overview:

Help Articles: 

Campaign Settings: Email Invitations


Campaign Schedule

What is it? You can set a specific time to automatically launch your campaign and you can schedule activities in each stage to be made available to your crowd.

Why is this important? If you are managing multiple campaigns, scheduling campaign timeframes can ensure idea submission and stage activity takes place exactly when you want it.

Video Overview:

Help Articles: 

Campaign Settings: Schedule


4. Funnels, Workflows, and Stages

What is it? Funnels, workflows, and stages allow you to build decision-making processes around your ideas, depending on the action needed for each idea and campaign topic. 

Why is this important? Refining ideas and turning idea fragments into robust idea concepts or business models allow you to easily identify the value of each idea within your larger idea portfolio.  


Stage Types 

What is it? IdeaScale offers 8 stages used to invite the crowd to vote, comment, refine, join teams, evaluate, fund and estimate the value on ideas.

Why is this important? Designing a mix of stages help to leverage and engage the crowd in prioritizing your campaign's ideas.

Video Overview:


Help Articles: 
All about Stages
Configuring Funnels


Building a Funnel (Stage Settings)

What is it? Each IdeaScale stage allows you to set the permissions and access to the activities of each stage.

Why is this important? 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.

Video Overview:


Help Articles: 
Configuring Funnels


5. Pre-launch Checklist and Soft Launch

What is it? The pre-launch checklist is a step-by-step list of the most important settings and configurations that impact how members engage with the platform and what content members will see. 

Why is this important? 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).

Video Overview:


6. Bonus Content

Customer Success Stories
Innovation Tools
IdeaScale Blog

Note: This self-serve setup guide is a new tool designed for Administrators to quickly and easily configure basic settings and launch their IdeaScale Community.

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.