Overview
Learn how to join and navigate the Canny Ideas' onboarding, which is now in open beta!
How to join
To join Canny's Ideas, you need to be:
On a Pro plan
For Business plan accounts, please contact your account manager or support@canny.io to join the beta
A Canny account owner
Owners on a Pro plan can join the beta by either:
Clicking on "Learn more" on the alert bar at the top of your Canny admin
Through your account menu: Click on your profile > Join Ideas beta
📂 Onboarding Dashboard
Step 1: Set up at least 3 groups
Groups and sub-groups are key to organizing ideas. Groups work like folders and help you organize your feedback into broad product areas or themes.
A strong group set-up is one of the main drivers to making the best use of Ideas. If you'd like to learn more about how to set up your groups, check out this article
We recommend at least 3 groups to represent your hierarchy in Canny. A thorough group structure will result in more organized feedback. If you only have one group, everything will fall into that group.
We recommend making a group for every product area at your company.
The better your group names and descriptions are, the more accurately Canny will be able to auto-group your ideas. Future feedback created in Canny will be sorted into these groups to help you stay organized.
Step 2: Run auto-grouping
After joining the beta, you will see that all your posts now have corresponding ideas created. These ideas can be found on your Ideas dashboard. Going forward, the idea is the place to store all the internal details of the feedback that your team needs. Learn more about the difference between post and ideas here.
Once your groups are created, auto-grouping can help you organize all your existing feedback. Auto-grouping will take context from each idea and based on your group name/description assign it to the best-fitting group. If there's no group is identified, the idea will stay ungrouped.
Auto-grouping runs on all ideas that don't currently belong to a group. If you have already moved around ideas based on where you think they fit, auto-grouping will not move these ideas around.
After you trigger auto-grouping, the icon will be an orange spinning dial. This is the processing state while auto-grouping is running (this does not happen instantly and depends on how many ideas you already have). Once it is done, you’ll see your ideas assigned to groups in your Ideas tab.
Going forward, new ideas created via Autopilot or the feedback portal will go through auto-grouping.
Limits to auto-grouping: You can only run auto-grouping once. This is why we advise you have your groups correct prior to running auto-grouping. If you need to run auto-grouping again, please reach out to support@canny.io
Permissions: Only account Owners can run auto-grouping.
Step 3: Create your first 3 ideas
Use the plus button in the Title column. It will appear when you hover over that cell:
You can learn more about all the information you can add to an idea in this article.
Step 4: Sync user data
The more data you have about customers, the more valuable your ideas will be. There are several ways to sync user data into Canny:
HubSpot and Salesforce. Please note this is a Business plan only feature.
Leaving Ideas beta
If, for any reason, you no longer wish to be part of the beta, you can opt out from your account menu: Click on your profile > Leave Ideas beta. A pop-up will appear requesting feedback about why you are leaving. This is a beta product, and we are still iterating, so we'd really appreciate your feedback.
You can always reach out via live chat or email support@canny.io if you have any questions.