Setting up the Feedback Forums

In this article we'll cover feedback settings, individual forum settings, and how users support ideas.

Feedback Settings

Forum Settings

    Feedback Settings


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    Create and Use Custom Statuses


    By default, your UserVoice site has 5 statuses, "Under Review" "Planned" "Started" "Completed" and "Declined."


    You also have the option to create your own set of custom statuses. Here's how...
    • Go to the Admin Console
    • Click the Settings icon
    • Choose "General" from the drop down menu
    • Click "Feedback Forums"
    • Click "Statuses".
    You'll see the default statuses listed, and you have two options...

    • Edit: This allows you to edit a status. For example, if you change “Complete” to “In Progress,” all ideas that were previously marked “Complete” will now be marked as “In Progress.”
    • Add New: This creates a completely new status.

    Options When Creating or Editing a Status

    • Name: This is what will show up on the idea when it receives the status. I.e. Under Review, Needs Input, Completed etc…
    • Action: When an idea is closed, users can no longer support it and it can't be used in SmartVote polls. With the default statuses, Completed and Declined are closed statuses. 
    • Color: Choose the color you want the status to be. You have a rainbow of options to choose from. Literally.

    One thing to keep in mind is statuses are per site, and not per forum. So agents will see all status options when updating an idea. Want to learn more about how statuses are used? Checked out our article on managing feedback.

    Set the Default Forum and Sort Options

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    In Settings -> General -> Feedback Forums, you'll see the option to edit the default forum and sort options, but what are these settings even for?


    Default Forum: The default forum is used when no other forum is specified in your widget and mobile SDKs. 

    Sort Ideas By...: The default order ideas are displayed on your forum. Users can still choose to view them in a different order. You have 3 options to choose from...


    1. Hot: Ideas with a lot of activity in a short period of time - both votes and comments.
    2. New: Ideas will be sorted from newest to oldest
    3. Top: Ideas with the most votes or supporters (if you are using our supporter mode)

    Enable Attachments

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    You can give your users the ability to attach files to the ideas. To enable this...

    • Click on "Settings" in the Admin Header.
    • Choose "General" from the drop down menu.
    • Click "Feedback Forums"
    • You'll see "Idea Attachments"
    • Click ‘Enable’ or ‘Disable’ accordingly

    Several things to keep in mind with our attachment feature...


    • Attachments must be under 50MB
    • We do scan for viruses, but don't filter content, so people will have the ability to potentially upload offensive or inappropriate content
    • There is no way to make this forum specific, so it will be applied to all forums

    Fraud Detection

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    Supporter fraud detection silently discards support from users who support multiple ideas from the same IP address per hour for each forum. 
    • Click the "Settings" icon 
    • Click the "General" Tab
    • Click "Feedback Forums" 
    • Scroll down the page and you'll see "Supporter Fraud Detection" 
    • Click "Edit" to customize the settings. 

    You can choose the number of users who can support ideas per hour per IP address. It can be as low as 1 or as high as 10, and you do have the option to disable it as well.

    Profanity Filter

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    To turn on the Profanity Filter, go to Settings -> General -> Feedback Forums -> Scroll down to to "Profanity Filter" and click the button to "Enable" it. The profanity filter will replace offensive language with ****.

    Setting up a Forum

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    Add a Forum

    To add a forum...

    • Click the "Settings" icon
    • Click "Feedback Forums"
    • Click "Forums"
    • Click "Add a new forum" 

    ...and you're done!

    Make the Forum Private and How to Grant Access

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    To make a forum private...
    • Click the "Settings" icon
    • Click the "General" tab 
    • Click "Feedback Forums" 
    • Click "Forums
    • Click "edit" for the forum you want to make private 
    • Scroll down to "Access Controls" and check the box to "Make this a private forum."

    You have three ways to grant access to a private forum...

    Invite Users by Email Address (Default method)

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    • Once you select “This is a private Forum”, click on the “manage authorized users” link under Access Controls.
    • Click on the "Send Invitations” tab. You can either enter individual email addresses or bulk upload email addresses.
    • You’ll be given the option to create a customized invitation message.
    • Users will receive your invitation with a link to the Forum.
    • Users, who don’t have a UserVoice profile, will be prompted to create one before they’re given access to the Forum. 
    If your users use SSO to log in on your site, you can't invite them by email address. You will need to grant access via SSO.

    Grant Users Access via SSO

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    • If you have Single Sign On (SSO) set up, you can grant access to your private Forums through SSO. When your SSO users sign in, they will automatically be given access to the Forum.
    (SSO is when a user signs in on your website with your authentication process. Your website then passes the user’s sign in credentials onto UserVoice, automatically logging them in. This does require some technical knowledge to set up. Learn more here.)

    Grant Users Access by Email Domain

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    With this option, anyone with the email domain you specify will be granted access to the private Forum. Users, who already have a UserVoice profile set up with an approved email domain, will simply be able to log in and access the site.

    However, if a user doesn’t already have a UserVoice profile set up, they will need to enter and confirm their email address and create a password to gain access. Here's how it works...
    • Send them to the URL of the Private Forum.
    • When they arrive on the page, they will need to enter their email address and click "Sign up."
    • They will get a message that says they don’t have access to the Forum because their email address is unconfirmed. 
    • They will need to check their email inbox and click on the link in the confirmation email. Then they will be able to access the private Forum.
    Grant Users Access by IP Address

    This is especially useful if you’re using your forum for internal purposes. Enter the approved IP addresses, and save your settings. Users who already have profiles, will be able to access the private forum immediately. 

    New users will be walked through the same email confirmation process as those given access by email domain.

    Many companies use just one privacy setting, but you can actually use multiple ones, and choose the option to "allow any" or require one or more for users to be able to gain access.

    Forum Settings

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    So we've covered the basic feedback settings, and now it's time to actually set up your forum. We'll cover the basics of setting up your forum.

    • Click the Settings icon 
    • Click the "General" tab  
    • Click "Feedback Forums" 
    • Click "Forums" 
    • Click "Edit" for the forum's settings you want to access. 

    Forum settings will let you edit the forum name, place holder text and other forum specific features. 

    Forum Name and Prompts


    To edit the forum name and prompts....
    • Click the Settings icon 
    • Click the "General" tab  
    • Click "Feedback Forums" 
    • Click "Forums" 
    • Click "Edit" for the forum's settings you want to update
    • Forum Name: This is the name of the forum, and can be updated. It won't affect the links to that forum (since the forum ID will remain the same.
    • Prompt: Is the prompt for the types of ideas you're collecting on that forum.
    • Field Placeholder: The place holder is used in the field where the user enters their own idea.

    How these will look on the front end...

    Set the Language


    To set the language...
    • Click the "Settings" tab
    • Click the General tab 
    • Click Feedback Forums 
    • Click Forums 
    • Click "edit" for the forum you want to edit 
    • Scroll down to the "Language" and choose the forum language.

    When a user arrives on that forum, all the UI text will show in the language you specified. One thing to keep in mind is we translate the UI text, but users comments, ideas, admin posts and custom text will show in whatever language they were written in.

    If you don't see the language you want to use, it means it has not been fully translated. All our translations are maintained by our community, and you can submit translations at http://translate.uservoice.com.

    Add a Welcome Message

    • Click the "Settings" tab
    • Click the General tab 
    • Click Feedback Forums 
    • Click Forums 
    • Click "edit" for the forum you want to add a welcome message to 
    • You'll see the "Welcome Message" 

    When you add a welcome message in forum settings, it will show that at the top of the forum. This is a great way to give users a few extra details about the forum, highlight ideas or feedback and give any special instructions.

    Create Categories

    Categories help you keep ideas organized on the back end, and let users give you a few extra details when posting their idea. 

    • Click the "Settings" tab
    • Click the General tab 
    • Click Feedback Forums 
    • Click Forums 
    • Click "edit" for the forum you want to add categories to
    •  You'll see "Forum Categories" and the option to add your own.

    A couple of things to keep in mind about categories...

    • By default, categories are optional when users create an idea, but you can require them.
    • If a category doesn't yet have any ideas assigned to it, it won't show in navigation on the front or back end, but when a user or admin creates an idea, they will be able to choose it. As soon as a category has at least one idea, users will see it as navigation option within a forum.

    One way to use categories is for segmenting parts of your product within a forum, so users and admins can easily see and group specific ideas.

    Add Ideas

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    Add ideas in the Admin console

    • Click on Feedback in the left hand menu
    • Click "All open suggestions"
    • Click the forum filter at the top and select the forum you want to add ideas to
    • Click on the "More" button in the top right corner
    • Click "Add Suggestion"
    • Create the idea, and you're done!

    Import Ideas from Get Satisfaction 


    Go to Settings -> General -> Scroll down and click "Imports" -> Select the "Get Satisfaction" option and follow the instructions for enter your details to import data from Get Satisfaction.

    Delete a Forum

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    • Click the "Settings" icon
    • Click  the "General" tab
    • Click "Feedback Forums"
    • Click "Forums"
    • Click "edit" for the forum you want to delete and then click the "Delete" button.

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