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User Guides

Regardless of whether you’re trying to do something big or small, we know that it matters to you. Use these guides to learn how to make the most of the platform.

Big Ideas. Simple guides.   

Use these guides to understand how to use the features that will help you to get the most out of the ‘I Imagne’ platform.

Social Network

Connect with like minded people. 

Start Here

Note that your profile for all parts of “I Imagine’ is managed through your social profile.

How to setup and edit your profile

> Go to the dropdown menu in the top right of the social app
> Click on Profile

How to update your profile photo and cover image

> Go to the dropdown menu in the top right of the social app
> Click on Profile then select Cover Photo or Profile Photo

Crowdsourcing Ideas

Solve ny problem. Make the world better.

How to create a crowdsourcing listing

> Go to the crowdsourcing platform
> Click on + Create Listing in the top right
> Choose between Standard, Premium or Featured listing type and click submit
> Complete the questions in the listing questionnaire. Hover your mouse over the “?” next to the question to get tips and explanations of each feature. Note that most questions are NOT required.
> Click submit
> Complete payment (not required for free listings)
> Your listing will be reviewed then published on the site within hours

How to hold ideas for approval before they appear live on the listing

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Hold ideas” and select Yes or No

How to allow or not allow comments

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Show comments” and select Yes or No

How to allow tags to appear in the listing

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Show tags” and select “Yes” or “No’.

How to set a vote threshold for your listing

> The threshold is the number of listing author wants to see for an idea before the listing author will take some action of some kind eg assess the idea, determine that it is the best idea or close the listing.
> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Vote Threshold” and enter a number.

How to allow or not allow attachments in the ideas in your listing

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Show show attachments” and select “Yes” or “No’.

How to enable down voting

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Enable down voting” and select “Yes” or “No’.

How to limit the number of votes per day

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Max votes per day” and enter a number.

How to limit the number of ideas per day

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Max ideas per day” and enter a number.

How to allow voting from the same IP address

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Enable multi IP’s” and select “Yes” or “No”.

How to hide the listing from search results

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Hide from search” and select “Yes” or “No’.

How to enable a challenge

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Enable challenge” and select “Yes” or “No’.
> If you select “Yes” some additional questions will appear relating to type of challenge, deadline and the messages you want to appear in listing. You must also answer these questions.

How to minimize duplication of ideas

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Idea scope” and select “Board” (alert the user to duplicate ideas in the current listing) or “No’ (alert the user to duplicate ideas in the entire platform)

How to allow or not allow users to edit their ideas

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “User idea edit / delete” and select “Yes” or “No’.

How to hide the leader board

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Hide leader board” and select “Yes” or “No’.

How to restrict voters

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Restricted voting” and select “Yes” or “No’.
> If your listing is “No” anyone from the public can vote on ideas in the listing. This is perfect for people that are seeking ideas from the public. If your listing is set to “Yes”, only the users approved by the listing author can vote on ideas in the listing. This is perfect for situations where you need to restrict users. For example maybe uses must be employees, residents of a specific location or verified customers of a business. 

How enable “expert” features

“Expert Features” and “Convey Vote” features allow the following functionality:
  • users can request expert status (which will be approved or declined by the listing author)experts will be listed separately so that users can easily find them and review their ideas
  • users can convey (give) their vote to an expert. When the expert votes, all of the votes that have been conveyed to the expert will be added to the total votes for the idea selected by the expert.  
> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Enable expert features” and select “Yes” or “No’.

How to enable “convey vote” features

“Expert Features” and “Convey Vote” features allow the following functionality:
  • users can request expert status (which will be approved or declined by the listing author)
  • experts will be listed separately so that users can easily find them and review their ideas
  • users can convey (give) their vote to an expert. When the expert votes, all of the votes that have been conveyed to the expert will be added to the total votes for the idea selected by the expert.  
> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Convey Vote Features” and select “Yes” or “No’.

How make a listing private or public

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Listing feature” and select “Public” or “Private’.
> If your listing is “Public”, anyone from the public can view and participate in the listing. This is perfect for people that are seeking ideas from the public. If your listing is set to “Private”, only the users approved by the listing author can view and participate in the listing. This is perfect for situations where you need to restrict users. For example maybe uses must be employees, residents of a specific location or verified customers of a business. 

How to hide a listing from search results on ‘I Imagine’

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the setting called “Hide this listing from search results on ‘I Imagne’” and check the box. 

How to add social links

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon
> Go to the relating to the relevant social network and enter the url.

How to edit listings

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit then click on the “L” (for Listing) icon

How to approve ideas before they appear live

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit
> Click on the “I” (for Ideas) icon then the ideas that have been submitted will be displayed
> Click on the idea title to review the idea or click on ‘Approve’ to approve the idea.

How to approve experts

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit
> Click on the “E” (for Experts) icon then the users that have requested expert status will be displayed
> Click on the title to view their profile or click on ‘Approve’ to approve the expert status.

How to approve users (and voters)

> Go to the dropdown menu in the top right of the crowdsourcing platform
> Click on listings
> Find the listing that you want to edit
> Click on the “U” (for Users) icon then the users that have requested access to the listing will be displayed
> Click on the title to view their profile or click on ‘Approve’ to approve them.

How to submit an idea

> Click on “Suggest a solution”. You will need to sign in / up. Note that “ideas” and “Solutions” have the meaning on the platform 
> Enter a title then click submit
> If the listing author has chosen to review ideas before thee appear live then you will receive an email (or notification) when it has been approved. 

How to request expert status

> Click on “Experts”
> Click on “Request expert status”
> Complete the form
> Wait for the listing author to approve your request

How to convey my vote

> Click on “Experts”
> Find the expert you prefer
> Click on the radio button under “convey my vote”

How to delete comments

> Go to the Idea and click on the trash icon

Request a Feature 

Let us know what you want. We update our development roadmap frequently and we adjust priorities based on your feedback.

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