How to Let Customers Vote and Suggest Ideas in Product Roadmap

Transcript

In this tutorial you will let customers vote on your roadmap and suggest ideas of their own, signed in or not. You need the free Product Roadmap plugin, with a roadmap page live. It takes about four minutes. Four steps. Vote on an item. Suggest Feature. Set Who Can Vote. Then see guest voting as a visitor. Deciding what to build next is a guess when you only hear from the loudest customer. With votes and suggestions, every customer gets a say. You see what many people want, and you build what pays off.

Step one. Vote on an item. Hana is a customer, signed in. She opens an item she wants. The box on the left counts votes. The up arrow adds her vote. Each vote is one person, so the number tells you how many customers want it. On the roadmap page, every item shows its votes beside its comments.

Step two. Suggest Feature. Priya has an idea that is not on the roadmap. She clicks Suggest Feature. She types a Feature Title and a Description. Category and Priority are optional. Then she clicks Submit Suggestion, and the idea goes to you.

Step three. Set Who Can Vote. In Settings, under Permissions and Access, Who Can Vote is Anyone, including guests, or Logged in users only. Who Can Suggest Ideas has the same two choices. Here it asks people to log in. Auto-approve user suggestions publishes ideas at once. Left off, you review each one first. Then click Save Settings.

Step four. See guest voting as a visitor. Nobody is signed in here. Because Who Can Vote allows guests, the vote buttons are still there. A customer who will not make an account can still tell you what they want.

That is all four. A vote counted, an idea suggested, Who Can Vote set, and guest voting seen as a visitor. Now your customers can tell you what they want. Next in this series: Keep customers in the loop.