Using Sleekplan
How to get the most out of your Sleekplan board
47 articles
Importing User AccountsImport user accounts and changelog subscriber
Adding Custom Content Security Policy (CSP) Rules for Your Sleekplan Standalone WebsiteLearn how to configure custom CSP (Content Security Policy) rules for your Sleekplan standalone website to allow additional scripts, or external tools to load securely.
User SegmentationThis article explains how to create and manage user segments in Sleekplan. You’ll learn how to use both default and custom user data to build powerful segmentation rules.
Markdown GuideHow to use the simple and easy-to-use markup language in the text editor
Allow unsupported attachment file typesLearn how to white-list file extensions
Using VariablesPersonalize content using variables
Accessing Saved Searches via ShortcutsCreating and Accessing Saved Searches via Shortcuts
Image size restrictionsBrief description on maximum sizes allowed for image uploads
How to access your RSS feedThis articles describes how to fetch the Changelog as RSS feed in your favorite RSS reader
How to Allow or Prevent Search Engine Indexing for your Website PageThis article explains how to control whether your Sleekplan standalone website can be indexed by search engines such as Google or LLM’s such as chatGPT.
Track limit usage for emails, pop-ups, announcements, and team seatsLearn where to find your usage limits in Sleekplan and how to monitor consumption for emails, pop-ups, in‑app announcements, and team seats.
Manage add-ons in SleekplanLearn where to find and purchase add-ons in the Sleekplan admin dashboard, including team seats, email notifications, pop-up deliveries, changelog announcements, and SAML SSO.
Legal Settings: Terms and Privacy PolicyLearn how to enable Terms and Privacy Policy links and the "I Agree" checkbox in your Sleekplan widget to ensure compliance with legal requirements.
Adding Page Analytics Trackers to Your Standalone Website BoardLearn how to integrate third-party analytics scripts, such as Google Analytics, into your Sleekplan standalone website board to track visitor behavior and engagement.
Feedback Board SettingsThis article provides a full overview of the Feedback Board settings available in the Sleekplan admin dashboard. It is intended to help administrators understand and configure each option to best…
Internal Discussions & CommentsTeam only comments will help you to discuss posts with your team or assign further actions
Pin CommentsPin important comments to beginning of discussions
Create a Post on Behalf of a UserPost feedback and suggestions you get from other channels
Vote on Behalf of a UserEffortlessly track the feedback you get from other channels
Merging FeedbackMerging a post
Importing FeedbackImporting posts to Sleekplan
Configuring Post TemplatesYou can customize the templates that are available for contributors to use when they create a new post in your board.
How to Enable or Disable Screen Capturing in the Sleekplan Widget
Using Tags in Sleekplan to Organize Feedback InternallyLearn how to create and use tags for feedback management
A common issue when importing Feedback via CSV fileThis article explains the most common reason CSV imports fail in Sleekplan: missing values in required columns
How to Perform Bulk Actions on Feedback PostsStreamline your workflow by editing multiple feedback posts simultaneously. This guide explains how to update status, category, tags and precedence, or delete posts in bulk directly from the admin dashboard.
Feedback InsightsThis article explains the Feedback Insights feature available in Sleekplan's admin dashboard. You'll learn what information is surfaced for each feedback post.
Enable Reactions for your Changelog UpdatesLet your user react to Changelog updates
In-App AnnouncementsAnnounce product updates in your app
Importing Changelog UpdatesImporting changelog updates to Sleekplan
Changelog Notifications: Keeping Your Customers InformedHow to use Changelog notifications and the notification queue
How to Hide Changelog In-App Announcements on Specific PagesLearn how to prevent changelog in-app announcement pop-ups from displaying on specific URLs or pages of your website using a simple JavaScript configuration.
Create Customer Satisfaction (CSAT) popupsLearn how to set up in-app Customer Satisfaction (CSAT) popups to gather valuable feedback from your users
Create Net promoter score (NPS) popupsLearn how to set up in-app Net promoter score (NPS) popups to gather valuable feedback from your users
Cannot create NPS or survey pop-up due to permissions (Member vs. Admin)If you see an error when trying to create an NPS or survey pop-up, it’s likely due to your account’s permission level. This article explains why it happens and how…
Workarounds & Hacks
Hacky workarounds to get some useful things done
Skipping the Login Prompt for Anonymous UsersWorkaround to skip the Login or Skip prompt when performing anonymous actions in the widget
Injecting Custom CSS into Your Sleekplan WidgetHow to inject custom CSS styling into your widget
Using Custom JavaScript in Sleekplan to Add a Collapsible Categories MenuThis article shows you how to add a custom JavaScript snippet to your Sleekplan website using the custom HTML/CSS/JavaScript fields in Website Settings.
How to Anonymize Usernames for Public FeedbackLearn how to anonymize user identities on public feedback comments and posts
How to Resolve SAML SSO Failures Due to Certificate RolloversThis article explains how to quickly resolve SAML authentication errors caused by certificate rollovers or configuration changes
How to Hide (Unpublish) a Changelog Without Deleting ItThis article explains how to hide an already published changelog entry in Sleekplan without permanently deleting it.
How to Set Up SSO Between Freshdesk and Sleekplan in 3 steps: No-coding approachConnect your Freshdesk support portal to Sleekplan's feedback platform with automated Single Sign-On (SSO), allowing your customers to seamlessly access both platforms with one login.
How to Add Custom Menu Links to Your Sleekplan Feedback PageThis article shows you how to add custom navigation links (like Status, Docs, or Help Center) to your Sleekplan standalone feedback website using a small JavaScript snippet.