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Configuring Funnels

Last Updated: Mar 06, 2017 12:13AM PST

Introducing Funnels

It has been a common request from our Enterprise customers over the last year to customize stage flow by campaign. This has a huge range of applications, including matching the innovation workflows of multiple departments within one community as well as honoring numerous methodologies within a single innovation community. We call this solution “funnels.” They provide the ability to create multiple different stage sets within your community that can each be selected when creating a campaign to ensure you have the correct workflow for your specific use case.

Creating a Funnel

Community Settings>>Workflow>>Funnel Management:

To create a funnel navigate to the“Funnel Management” section of the admin panel that has replaced “Stages” in the Workflow menu. From here you will be able to create multiple funnels, as well as review all the funnels currently created in your community:



Each of these funnels can be previewed and edited at any time. The set-up will very familiar to all of you who have used our traditional stages set-up. Simply select the functionality and order that you want associated with this unique process and you’ll be able to apply that process to any campaign:



Selecting a Funnel

Once a funnel is created you can then select it using the “Funnel” segment of campaign creation. All ideas submitted to this campaign will then progress through that specific group of stages.



Some Things to Consider:

Do you need to create a new funnel for each new campaign or share an existing funnel that is being used on another campaign?

When making this decision there are three important considerations:

1. A separate funnel for each campaign can be easier if you are not sure if the funnel will change. If two campaigns are using the same funnel, a change to the funnel will impact both campaigns. This can be great - e.g. if you have two different campaigns in which you want to ensure all the ideas go through the same process - but it can be less flexible. If you are unsure how a campaign is going to develop it might be wise to give it it’s own funnel to ensure no conflicts if you want to edit the process later on.
2. Campaigns that share a funnel allow for easier cross-campaign comparison and shared stages. As mentioned above, having two campaigns share the same funnel is a very effective way of ensuring ideas from different campaigns go through the same process. A great example is that the results for reviews conducted within campaigns sharing a funnel will be displayed in a single report, allowing you to prioritize ideas across several topics using a single set of metrics.
3. Once a campaign has ideas in it you cannot switch between different funnels. This is perhaps the most crucial thing to remember; once a campaign contains ideas, you will no longer be able to change which funnel it is using. So make sure you are confident in your funnel before launching any high-profile campaign.

Please Note: In order to change a funnel for an existing campaign all ideas including the ideas in Pending, Off Topics and Recycle Bin should also be removed. 

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