Setting up and customizing your Feedback Portal
Enable your Feedback Portal, customize its feedback page, and check the customer experience before sharing it.
Written By Markus Palm
Last updated 43 minutes ago
Overview
Set up your Feedback Portal to give customers a place to submit and discuss Requests. Its collection settings control the feedback page; shared Customer Portal settings control branding, navigation, domains, and access.
Enable your Feedback Portal
Go to Settings → Requests → Collection → All channels
Find Feedback Portal and click 'Enable' if it is turned off
Open the Feedback Portal tab
Use 'Visit Feedback Portal' to open the customer-facing page. The tab groups its settings into four expandable sections: Layout, Wording, Participation, and Privacy.
Set up the feedback page
Choose categories and default sorting
Create categories for the types of feedback you want to collect, such as feature Requests and bug reports. Review each category's access and Request visibility before customers start using it.
In Feedback Portal → Layout, use 'Default sorting' to choose 'Top', 'Recent', or 'Trending'. This sets the starting order customers see.
The Layout section also controls the leaderboard and whether completed and canceled Requests appear in the default view. Showing and hiding Request details covers those display choices.
Set the welcome text and submission button
Open Feedback Portal → Wording
Edit 'Welcome title', 'Welcome message', and 'Request button'
Click outside the field to save your change
Use the welcome message to explain what feedback customers should share.
Tip: For a category that needs different instructions, set its own welcome text in the category's Portal tab. If you support more than one language, customize the wording for each language.
Choose how customers participate
Open Feedback Portal → Participation to configure guest actions, downvoting, and Request and comment approval. These choices determine what customers can submit and when it becomes visible to others.
Connect shared portal settings
Configure these once in their shared settings:
Brand identity: Set your Workspace name, logo, and brand color
Appearance: Choose your Customer Portal theme and appearance
Navigation: Add and arrange Customer Portal pages and links
Domain: Connect a custom domain
Access: Decide who can open the Customer Portal
Share your Feedback Portal
Open 'Visit Feedback Portal' and copy the URL. Add it to a feedback link in your product, website, or customer emails, or embed the portal in a page of your product.
Tip: Test the page as a customer before sharing it widely, especially if you restrict access or require approval.