Knowledge Base

  1. Getting Started Videos 

    1. Navigating Your UserVoice site (VIDEO)
    2. Setting up your UserVoice site (VIDEO)
    3. Set up the UserVoice widget (VIDEO)
    4. Add, manage and remove admins (VIDEO)
    5. Set up a custom email address (VIDEO)
  2. Managing my Account 

    1. Change plans
    2. The difference between an agent, admin and owner
    3. Restrict Admin Access with Admin Permissions
    4. Transfer ownership of your UserVoice account
    5. Delete your account
  3. Site Settings 

    1. Setting up your UserVoice Site
    2. Set up Domain Aliasing
    3. Set the landing page of your UserVoice site
    4. Use just feedback
    5. Make your site (and Knowledge Base) private
  4. Design 

    1. Customize the look of your UserVoice Site
    2. Advanced CSS custom design with <body> classes
    3. How do I customize my favicon?
  5. Sign In 

    1. I can't access my admin console
    2. Sign into the Admin Console
    3. Password field disappears
  6. Managing User Profiles 

    1. Block a user on your Forum
    2. Delete your user profile
    3. Change your password
    4. Email is taken - changing an admin email address
    5. Why not to use your custom email address as your admin login
  7. Notifications 

    1. Get notified of new tickets, comments or ideas
    2. How do users change their notification settings?
  8. Widget 

    1. Set up the UserVoice Widget
    2. UserVoice Widgets (and how they work)
    3. Installing the Widget on your Wordpress site
    4. Embedded (inline) Widget
    5. Use a link (custom trigger) to open the UserVoice Widget
  9. Set up the Ticketing System 

    1. Set up custom email addresses for tickets with email forwarding
    2. Modify your DNS records to ensure ticket emails reach customers
    3. Edit or update an auto reply
    4. Add a canned response
    5. Go "off duty" as an agent
  10. Answering tickets 

    1. Answering tickets via email
    2. HTML editor for tickets
    3. Change the contact on a ticket
    4. Create a ticket for a customer
    5. Add contacts (Cc or Bcc) to a ticket
  11. Organize and Manage Tickets 

    1. Organize tickets and create new queues (folders)
    2. Tag and find tickets quickly
    3. Turn a ticket into an idea
    4. Save your ticket searches
    5. Search tickets by date
  12. Rules and Custom Fields 

    1. Create and use custom fields
    2. Create rules for incoming tickets
    3. Pass custom data through the widget and into the Helpdesk
    4. Assign tickets based on which email they are sent to
    5. Set tickets to be unassigned by default
  13. Set up your Forum 

    1. Setting up a Forum
    2. How to add a new forum
    3. Add ideas in the Admin Console
    4. Can I enable anonymous Feedback?
    5. Give users access (invite them) to a private Forum
  14. Managing your Forum 

    1. Administer and manage ideas in a Forum
    2. Commenting on ideas and how users are notified
    3. View and manage users on your Forum
    4. Increase user involvement on your Feedback Forum
    5. Manage users on a private Forum
  15. Voting 

    1. How voting works
    2. Change vote limits
    3. How do my users get their votes back?
    4. What happens when a user runs out of votes?
    5. Can I set a different number of votes per user?
  16. Knowledge Base 

    1. Create, organize and edit Topics for Helpdesk articles
    2. Position articles within a Helpdesk Topic
    3. Add images to a Knowledge Base article
    4. Embed videos and media in Knowledge Base articles
    5. Edit and format Knowledge Base articles
  17. Language Settings & Translations 

    1. Multi-language options for your UserVoice site
    2. Change the language of your UserVoice Site
    3. Change the language of the Admin Console
    4. Change the language of the Widget UI based on the user
    5. Change the language of a Forum
  18. Single Sign On (SSO) 

    1. Single Sign On (SSO) and how it works
    2. Set up SSO (Single Sign-On)
    3. How admins log in with SSO
    4. My admins can't log in via SSO!
    5. How do I set up SAML?
  19. Import/Export 

    1. Import articles
    2. Import Ideas
    3. What data can I export and how?
    4. Export Knowledge Base Articles
    5. How to Import your content from GetSatisfaction, ZenDesk, Tender, Desk.com, Assistly, Gmail, or an IMAP server
  20. Analytics 

    1. Dashboard Analytics and what it tells you
    2. Ticket Insights Report (and what it tells you)
    3. Support Performance Report
    4. User Satisfaction Report
    5. Instant Answers Report
  21. Billing 

    1. Change (update) your Credit Card information
    2. Enter a discount or coupon
    3. Discount for annual billing
  22. Mobile SDKs 

    1. How does the iOS (iPhone/iPad) SDK work?
    2. How does the Android SDK work?
    3. Customize the iOS SDK
    4. Customize the Android SDK
    5. Reporting mobile SDK (Android/iOS) bug
  23. Integrations 

    1. Create work items in Visual Studio Online (beta)
    2. UserVoice Salesforce Integration
    3. Salesforce Integration: Turn new users into leads
    4. Marketo Integration
    5. Integrate with Crittercism
  24. Gadgets (Inspector) 

    1. Inspector sidebar and gadgets
    2. Create your own custom gadget for Inspector
    3. Make a SugarCRM gadget to use with Inspector
    4. Make a Twitter gadget to use with Inspector
  25. All articles 

    1. Change (update) your Credit Card information
    2. How voting works
    3. Set up custom email addresses for tickets with email forwarding
    4. Setting up your UserVoice Site
    5. Customize the look of your UserVoice Site

Feedback and Knowledge Base