Knowledge Base

  1. Setting up your UserVoice Site 

    1. Set up your own URL (domain) for UserVoice
    2. Customize your web portal and home page
    3. Sign-in Options and Best Practices for your Site
    4. Customize the HTML/CSS and Javascript of your UserVoice site
    5. Change the language of your web portal
  2. Best Practices 

    1. UserVoice Setup Guide
    2. UserVoice Feedback Structure
    3. Forum Organization
    4. Increase User Involvement on Your Feedback Forum
    5. Managing Feedback for Continued User Engagement
  3. Getting Started 

    1. Setting up a forum
    2. Import ideas (suggestions)
    3. Set up a private forum
    4. Import supporters and requests
    5. Forum Views and Custom Notifications
  4. Managing Ideas 

    1. VIDEO - Getting Started with Managing Feedback
    2. Updating ideas and how users are notified
    3. Segment ideas by users, accounts and MRR
    4. Create, manage and organize internal labels on ideas
    5. Perform Bulk Actions on Suggestions
  5. Features 

    1. VIDEO - Overview of Features
    2. Create Features
    3. Prioritizing Features
    4. Segments for Features
    5. Scores for Features
  6. UserVoice Widgets 

    1. Set up the Post Idea Widget
    2. Set up the SmartVote widget
    3. Set up the NPS Widget
    4. Set up the Contact Form and Instant Answers Widget
    5. Understanding your SmartVote Poll Results
  7. Contributor Sidebar 

    1. VIDEO - Using the Contributor Sidebar
    2. Getting Started with the Contributor Sidebar
    3. Installing the Contributor Sidebar
    4. Using the Contributor Sidebar
    5. Zendesk Integration for the Contributor Sidebar
  8. Users and Accounts 

    1. Accounts Page and How to Use It
    2. Getting Started with User and Account Fields
    3. Passing User and Account Fields into UserVoice
    4. Import User and Account Fields from a CSV
    5. Export Users
  9. Integrations 

    1. Jira Integration Overview
    2. Salesforce Feedback and Opportunity Integration Overview
    3. VSTS (VSO) Integration Overview
    4. Setup custom Web / Service Hooks
    5. Set up the Mobile (iOS and Android) SDK's
  10. Product Management Reporting 

    1. Measure the Impact of Ideas with the Analysis Export
    2. NPS Report
    3. Use Trend Reports to measure an idea's activity over time
    4. Track visits to your Feedback Forums
    5. Export data for a set of ideas
  11. User Management 

    1. Changing end user profile information
    2. Block a user on your Forum
    3. Export a user's data
    4. Delete a User
    5. Collecting Consent from EU Users
  12. Getting Started with our Support Tools 

    1. Set up your support email address for tickets
    2. Change the email (auto-reply) users receive when submitting a ticket
    3. Use ticket fields to organize and track tickets
    4. Pass custom data through the widget and into the Support Tools
    5. How to use Ticket Rules
  13. Using our Support Tools 

    1. Answering Tickets
    2. Answering Tickets via Email
    3. Tag and find tickets quickly
    4. Turn a ticket into an idea
    5. Go "off duty" as an agent
  14. Getting Started with the Knowledge Base 

    1. VIDEO - Set up your Knowledge Base
    2. Create, organize, and edit Topics for Knowledge Base articles
    3. Position articles within a Knowledge Base Topic
    4. Embed videos and images in Knowledge Base articles
    5. Create Articles
  15. Support Tools Reporting 

    1. Track tickets and issues with Ticket Insights
    2. Measure your agents and team's performance
    3. Track Article visits with Google Analytics
    4. Instant Answers
    5. Ticket Backlog Report
  16. Managing your Account 

    1. Managing admin permissions
    2. Change Plans
    3. Change the Owner on your Account
    4. Edit your agent profile
    5. Add an admin (aka an agent) to your account
  17. Billing 

    1. Change your Credit Card information
    2. View/find a copy of past invoices
    3. Change billing email address
    4. My account is deactivated
    5. Credit card charge failed
  18. Managing My Profile 

    1. Delete my profile/information
    2. Export my data
    3. Reset your password
  19. Troubleshooting Guides 

    1. Search not working as expected
    2. UserVoice site not Loading or Working
    3. Users not receiving replies to tickets
    4. My Ticket Rules aren't Working
    5. Broken Images Troubleshooting Guide
  20. Common Questions 

    1. Unable to sign in as an Admin
  21. All articles 

    1. Change your Credit Card information
    2. How do I customize my favicon?
    3. Modify your DNS records to emails reach customers
    4. Change the language of the Admin Console
    5. Set up your own URL (domain) for UserVoice

Feedback and Knowledge Base