Just Launched! — Sales and Support Teams Can Vote for Ideas on Behalf of Customers

Idea management powers innovation. This is why ideas portals in Aha! are a critical part of your product team’s workflow. You can capture requests in a central location and then review, analyze value, and promote the best ones directly to your roadmap. But there can be gaps — customers and prospects often share feedback with other teams they interact with, such as sales and support. Those colleagues deserve to participate in idea management in a more seamless way.

You can now enable proxy voting in your private ideas portals.

It may be helpful to revisit how idea management in Aha! works. An idea is a type of data record in a workspace (just like a feature or release is a record). The way that users submit and view ideas is based on the portal type. Public portals are visible to anyone with the URL. Private portals are visible only to users who meet your chosen criteria, such as a specific email domain, a list of invited users, or via single sign-on. You can customize idea visibility even further via settings.  

Thousands of companies use Aha! ideas portals. Some also use our integrations with Zendesk and Salesforce to make sure ideas that are collected in other systems are not lost. But many of you told us you wanted another way for cross-functional sales and support teammates to share ideas from customers and add critical business details. You wanted those users to be able to represent what customers are asking for directly in Aha!

Now you can let colleagues capture feedback and add proxy votes on behalf of your customers. Thinking about adding hundreds or thousands of colleagues to your portal? Portal users are free and unlimited — so go ahead and invite as many sales and support colleagues as you want. They will appreciate participating in the ideation process.

And if you already have a customer-facing portal, do not worry about people adding duplicate ideas. When a user begins typing in a new idea, the auto-lookup capability helps prevent duplicate requests. If you do not have a portal yet, administrators in Aha! can create new ones.

Here is how you can enrich your idea management with proxy voting:

Enable proxy voting
Enable proxy voting and customize the proxy vote form. Standard fields include organization, contact, and description — and you can add your own too. Selecting what information is required to submit will help bring consistency to how internal teams share feedback.

Customize the layout and choose which fields are required.

Understand who is requesting the new functionality
Sales and support team members can quickly share who the customer is and what they want in the proxy vote form. If it is a new idea, team members can capture the request then add a proxy vote that includes the customer’s details and any additional helpful information.

Portal users can view and edit their proxy votes.

Analyze and promote ideas
As you review recent submissions in your ideas dashboard, you will see a new section for proxy votes in the idea details. Having all the votes in one place gives you a clear understanding of the demand for a specific idea and its business value. Then you can promote the best ones to your roadmap with confidence.

Quickly view a list report of all proxy votes using the link in the idea record.

Keep everyone informed of status changes
As an idea is prioritized and the status changes, portal users who submitted proxy votes automatically receive an email notification. This helps sales and support teams manage customer expectations — so they can provide an outstanding experience and win more business.

Idea statuses are automatically updated when you ship a promoted feature.

Proxy voting gives internal teams a place to advocate for customers.

Start by making idea management a priority. The next time a sales or support teammate tells you about a customer request? Have them add the new idea or vote for an existing one on the customer’s behalf.

Sign up for a free Aha! trial — be happy
Ideas portals are available to all Aha! customers. If you are not already an Aha! customer, you may want to sign up for a free 30-day trial or join a live demo to see why more than 300,000 users trust Aha! to build lovable products.

About Claire and Aha!

Claire is passionate about helping product and marketing managers set brilliant strategy and deliver results. She is the Group Manager, Product Marketing at Aha! — the world’s #1 roadmap software. Claire has more than 15 years of marketing and software experience. Previously, she led product marketing at an agile-based work management platform.

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    1. Rose Thompson

      Thanks for your question, Carl. Yes, proxy votes have always been available from our integrations with Salesforce and Zendesk. Previously they were stored in a section on the ideas detail page called Requests. Now, that section is called Proxy votes, and it shows you all the proxy votes for an idea, and whether they came through Aha! or an integration. I hope this helps clarify how proxy voting works with Salesforce. If you want to talk it through in more detail, please don’t hesitate to contact our Customer Success team at support@aha.io.

  1. JW

    Would be helpful to have proxy voting for other issues types too. Even after we know we’re going to do something, we still often need to review and communicate relative priority. Proxy voting would help with that.

    1. Rose Thompson

      Hi JW, thank you for sharing your idea. I encourage you to submit it to our own Aha! ideas portal here: https://big.ideas.aha.io. You can also search and see if others have similar thoughts regarding proxy voting and then vote on their idea. Our product team reviews all incoming ideas on a daily basis and the feedback we collect there helps shape the Aha! roadmap.

  2. Thomas Jaeger

    We have enabled access to the private idea portal for all of our customers. Is there a way to only enable proxy voting for portal users with employee/partner e-mail domains, so they can vote on behalf of external organizations and see these organizations but normal portal users (i.e. our customers themselves) can only vote themselves but not do proxy voting?

    1. Rose Thompson

      Hi Thomas, great question. Yes, in order to set this new functionality up so only your employee/partner users can use the proxy vote feature, you can create an internal-only portal view. So, create a new portal with only your internal colleagues and partners as the portal users. Then enable proxy voting in that new portal. That way your customers can continue to use their other ideas portal to submit votes, but not access proxy voting.

      A little background on portals in Aha! — you can create multiple portals for each workspace/product. All those ideas will flow to one place — ideas management where Aha! users can manage and prioritize them. So you can have multiple portal types, but this does not mean you will need to manage multiple collections of ideas. The only differences between the portals are their settings, and who you invite to have access. Please feel free to contact our Customer Success team at support@aha.io with any follow-up questions on this.

  3. Jesse

    Thanks for this great feature!

    Unfortunately, it appears that proxy-vote content is not currently available from your endorsements endpoint (https://www.aha.io/api/resources/idea_endorsements). I don’t see any reference to proxy voting in the documentation, nor am I seeing it when I perform a GET to the endorsements endpoint. When can we expect to access proxy vote content via an API call?


    1. Rose Thompson

      Hi Jesse! I was happy to see that you were in touch with our Customer Success team and are all set now. For any others curious about the answer — we shipped an update to the API. The endorsement endpoints now return 2 new fields, idea_organization and idea_contacts.

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