Ignition 101 (Full Guide)

Start here as a new user of Ignition

Derek Osgood avatar
Written by Derek Osgood
Updated this week

Welcome to Ignition

Ignition is an AI product success platform designed to help PMMs, PMs, and other launch leaders to plan, execute, and measure the process of bringing new things to market, end-to-end.

What can Ignition do for you right now?

Build what sells. Then align customer teams to sell what you built.

Ignition helps you and your team become more aligned around new GTM initiatives -- whether it's a product, feature, campaign, event, or even a new company.

We use AI to help you collect and analyze all your customer & market intel, like customer calls and sales data from your CRM, and external competitive intelligence collected by Ignition. We then use that data to help:

  1. Identify market opportunities (such as new feature requests, or customers to upsell on a new feature)

  2. Create plans to capture those opportunities (such as product roadmaps and launch campaign plans)

  3. Create all the marketing assets needed to execute those plans (all refined based on your customers’ exact language)

  4. Enable your sales team to sell by pushing upsell opportunities complete with product context directly to them in their CRM.

With Ignition, you'll never have to deal with wondering what the market really wants, spending too much time crafting plans & content, chasing Eng teams for roadmap info, or writing ad-hoc stakeholder updates again.

How should I set up Ignition, to get maximum value?

There are a few very important steps we recommend you complete, before you start planning your build & launch process.

  1. Connect some form of customer data – Ignition is very powerful on its own, but it becomes truly magical when you start hooking up your voice of customer from your CRM, call transcripts, and/or support data. It will allow you to instantly extract powerful insights, close the loop on sales opportunities, and create drastically better plans & content with AI. Just go to the Integrations screen.

  2. Connect your Dev team's preferred tool – One of the hardest parts of launch planning is aligning product & GTM status, to get visibility into what's launching soon, and whether launches are on track. Ignition will do this for you! But first, you need to connect whichever tool your Product roadmaps live in (Jira, Productboard, spreadsheets, etc.). Just go to the Dev Tasks tab and follow the instructions.

  3. Customize your campaign templates – Ignition's Copilot instantly builds launch plans for you by cascading best-practice-based plan structures, channel recommendations, task lists, and asset plans based on the inputs you give us. Ours are based on years of experience, but if you have specific templates your company prefers, just email them to [email protected] and we'll import them for you. You can also create a launch and use the "Save as template" button in the bottom-left to save it as a template you can re-use in the future.

Ignition 101

Navigating Ignition

Ignition has a few primary areas to be aware of:

  • Mission Control – Your primary dashboard and calendar view of upcoming and recent launches.

    • Dashboard – See a snapshot of upcoming launches, and OKR performance of recent launches.

    • Launch Calendar – A central calendar of launches, milestones, channel activity, releases, and tasks. Try playing with filters to see different altitudes of info.

  • Go-to-market – Where you'll plan customer-facing GTM processes and announcements.

    • Launch Plans – View upcoming launches, sorted chronologically. You can filter them using the Filter field, by name, tier, owner, or product line.

    • Release notes – View and publish release notes to communicate product change. You can publish to an internal-only feed viewable only to users in your Ignition instance, or a publicly-viewable branded page.

  • Product management – Where you'll manage building your product, and collecting new feature ideas.

    • Product Roadmap – Build visual roadmaps connected to key objects in Ignition like Personas and Feature Ideas. Connect your Engineering team's project tracking tool (like Jira, Productboard, or a spreadsheet), to visualize development work, and predictively surface upcoming features that might need a launch plan.

    • Product ideas – Create public feature voting pages to let users or teammates nominate, vote on, and discuss feature ideas.

    • Release notes – View and publish release notes to communicate product change. You can publish to an internal-only feed viewable only to users in your Ignition instance, or a publicly-viewable branded page.

  • Research & insights – Where you'll collect and manage research into competitors and customers.

    • Competitive Intel – View and manage competitive research. You can create battlecards that track key competitor data automatically, or connect your CRM to conduct Win/Loss analysis.

    • Customers & Research – View and manage personas, and associated customer research. You can create personas that are re-usable across launch plans, attach specific user insights or testimonials to them, and use survey tools to conduct various forms of customer research like pricing & packaging research.

  • Settings – Access your workspace, and personal settings by clicking your company's name (workspace settings) or your user icon (personal settings) in the top left. Manage users, billing, integrations, and notification settings here.

Connections: How It All Fits Together

On the whole, this is what a Go-to-Market process looks like:

Ignition's real magic comes from leveraging the power of Connections to drive products from concept all the way through post-launch success though (although it is all modular, so you don't need to use any given part of Ignition). Connections allow for key context to flow through the various stages of the product build and launch process, so stakeholders at each step can track progress and understand the "why" behind plans.

Generally, this is the flow of the product lifecycle in Ignition:

Research/Insights ➡️ Product Ideas ➡️ Roadmap Items ➡️ GTM Plans ➡️ Release Notes

  1. Insights (your learnings) turn into Personas, Competitors, and Product Ideas

  2. Product Ideas turn into Roadmap Items (the features you plan to build)

    1. Roadmap Items are packaged up into Releases (the update you plan to ship)

    2. Roadmap Items will also often have Personas, Competitors, Product Ideas, and Inisghts connected to them, for context.

    3. Roadmap Items will also often be connected to Engineering Tasks (the specific tasks your Eng team needs to complete to build the feature)

  3. Roadmap Items turn into GTM Plans (the launch plan for the customer-facing announcement of a product or feature)

    1. GTM Plans will inherit all the Connections from the Roadmap Items

  4. GTM Plans turn into Release Notes (the customer-facing communication of the new product or feature)

When any item is "Connected" to a new item, that new item inherits all the Connections from the previous item.

How it all works together

While each of the solutions mentioned is valuable on it’s own, the power of Ignition’s Product Management suite is how everything works together to ensure that every product release drives business impact. Let’s take a look at an example workflow.

  1. Insights – Your raw customer learnings.
    Insights enable you to centralize your research and collect all of your customer feedback from messy data like sales deal notes and customer conversations. Typically Insights will be the raw data which you'll analyze (or use Ignition's AI) to identify new product ideas.

  2. Product ideas – Your feature backlog.
    Ideas let you create a backlog of feature ideas and collect feedback on them, to help identify what to build. Ideas can be collected via feature voting boards which can be hosted in Ignition or on public pages, or by integrating into your CRM and customer conversations and allowing Ignition's AI to automatically create and extract feature ideas. When an idea is ready to be built, you promote it into a roadmap item.

  3. Roadmaps – What you plan to build.
    Roadmaps are where you can prioritize and manage the features you're going to build. This is where you'll create a source of truth for what's shipping, when -- and use Connections to append context like the feature ideas, insights, or personas that form the "why" behind what you're building. Roadmap Items (e.g. features) can be attached to Releases to package up what's shipping, when. For roadmap items you plan to do a customer-facing announcement around, you can package them up into a GTM Plan.

  4. GTM Plans – Customer-facing announcement plans.
    GTM plans allow you to plan and orchestrate the go-to-market planning portion of your launch, such as setting objectives, planning positioning/messaging, and managing timelines, assets, and tasks. When creating a GTM plan from a roadmap item, all your context (Connections) will be handed off instantly to the Product Marketing team. Once you're ready to announce the feature to customers, you can create a release note.

  5. Release notes – "The announcement"
    Release notes are a quick and easy way to publish the announcement of your new product or feature to internal teams (inside Ignition) or externally to customers (on public release notes pages). Once a release note is published publicly, customers that subscribe to your page will be automatically notified of the release.

Now that you have an better understanding of how these tools work together, let’s dive a little deeper into each one.

Customer Insights

Collect all of your customer insights in one place by either manually adding them, uploading a CVS to your insights hub, or automating the process of identifying, extracting and summarizing customer insights by integrating your roadmaps with your CRM and other support tools like Salesforce.com, Hubspot, Intercom, and more.

Deal data that we identify and extract also includes, account/opportunity owner, company name, deal revenue, deals, and new deal, upsell/cross-sell, and retention revenue potential.

Product Ideas

Collect product ideas from internal teams and customers to help inform your future product development. Product Ideas can be added directly within Ignition by Editors and Viewers, or you can streamline idea gathering with public idea boards that allow upvoting. Once you decide to more forward with a product idea, you can easily promote it to any roadmap.

Lastly, you can create Ignition hosted domains for both product ideas and release notes, allowing you to customize the fonts, colors, include a company logo, and even set up your own customer domain.

Product roadmap

The product roadmap is the central source where you can easily track of all your upcoming and in-progress product development activities.

Create a roadmap & roadmap item

To create your first roadmap, simply click the blue “add” button in the top-right and select “roadmap”, you can then name your roadmap, click “create roadmap”, and your roadmap will be live.

(pro tip - creating multiple roadmaps is a great way to segment product activities across various audience segments, product-lines, of even product themes)

Once you have created your first roadmap, you will want to add roadmap items in order to effectively track their progress.

Updating roadmap items

Within a roadmap item, you can add various information to ensure anyone reviewing the information can get a full understanding of this work. Items that can be added within a roadmap item include:

  • Description of the work

  • Connections to other Ignition artifacts:

    • Personas

    • Competitors

    • GTM plans

    • Product Ideas

  • Dependencies to other roadmap items

  • Attachments to product documentation and design files external to Ignition

    (pro tip - connection artifacts automatically carry forward when you create a GTM plan or release note from one or more roadmap items)

Adding roadmap sub-items

When a roadmap item requires additional features to be released as a group, you can easily add those sub-items to any roadmap item directly from the roadmap, or from within each roadmap item.

Roadmap views

While the default list view is a popular way to view roadmaps, you can also view your roadmaps as a timeline to visualize how roadmap items will release over a period of time, or in kanban view to more easily see what the current status of various roadmap items are. Additionally, you can share your roadmaps with your internal teams by adding them as viewers to your workspace.

Adding developer tasks

To help you manage the development work for your in-progress roadmap items, you can use Ignition to integrate with popular developer tools such as:

  • Jira

  • Linear

  • Productboard

  • Roadmunk

  • Shortcut

  • to request a new integration - Submit your request HERE

Release Notes

Release notes are a great way to both let your internal and external audiences know about what’s recently released. Create a draft of your release note with text, images, video and more, then choose whether to publish it for internal stakeholders, or to your public release notes page. When a release note is publish, subscribers are automatically notified via email or slack.

Creating a GTM Plan

When you opt to "Plan a Launch" or click "New Launch", Ignition will start dynamically helping you build your launch plans. You can also create plans directly from Product releases in the Product Roadmap tab. Here's what's going to happen:

  1. You enter the basic details about your launch requested on the modal.

    1. 👨‍🚀 The selections you make here will help dynamically adjust the launch plan Ignition recommends to you if you activate Copilot.

  2. Ignition will recommend a planning template to you, based on your launch's Type, and Tier. You can also opt to build your own plan from scratch, or from a template you've created if you prefer.

    1. 👨‍🚀 Once you're in the plan, you'll also notice the option to "Build with Copilot". By selecting this, you can have Copilot automatically populate Channel, Asset, and Project plans, based on your launch type, tier, launch date, and more. If you'd like to adjust the default outputs, just email us!

  3. You'll be dropped into your Launch Plan. Launches consist of a few key elements:

    1. Mission control -- This is the main dashboard for your launch. It's a snapshot of launch readiness, important timelines, and critical next actions.

    2. GTM plan -- This is where all your strategy and execution will be created and collaborated on.

      1. KPIs & retros -- Here you can set up OKRs, track performance with analytics integrations, and conduct post-launch retrospectives.

      2. GTM timeline -- This is your master calendar, where you can map out overall GTM milestones, channel activity supporting the launch, and task timelines. In the Product Status tab you can track connected product task progress.

      3. Launch brief – This is where you document your strategy. You'll find specialized modules for every important piece of planning documentation.

      4. Copy & assets – This is where you house, review, and approve assets. You can store copy, files, or links to documents here, and tag them to promotional channels so you know which are tied to what activity.

      5. Tasks – This is where you track your pre-launch, launch day, and post-launch Go-to-Market tasks. Tasks are organized by custom tags by default, but you can group or sort them by assignee, status, and more.

    3. Connections -- This is where all your connected items from other areas of Ignition will live. Context inherited from roadmap items, external release notes, etc.

      1. Competitive Intel – View and manage any competitive battlecards and research associated with this launch plan.

      2. Customers & Research – View and manage any personas, or customer research associated with this launch plan.

      3. Product Management – This is where you can connect with Jira to package features from your Engineering team's roadmap into the launch, track their progress, and also store important Product docs like designs and PRDs. Ignition will even help predict whether the Product is on track.

      4. Release Notes – View and publish release notes to communicate product change. You can publish to an internal-only feed viewable only to users in your Ignition instance, or a publicly-viewable branded page.

  4. Double-check your plan structure and customize it. If you want to add, or rearrange modules in the Launch Brief -- you can do so in the left navigation bar by drag/dropping them, or clicking the plus sign to add section dividers.

  5. Fill in your GTM plans as you normally would!

    1. 👨‍🚀 Pro tip: Try typing "/" or "@" in text editor fields, and it will pull up more advanced editing options, including an AI writing assistant powered by GPT-3.

  6. Once your plans are completed (or at a shareable state), you can easily share modular status updates with the "Share Update" button. Or just publish your Mission Control page to the team.

You add key Launch Team members from the "Launch Team" menu -- these are collaborators who will get edit access to the whole plan, and special notifications when plans get updated.

  1. We recommend focusing on "point" contacts here -- for example, the leads from Product, Marketing, Comms, Customer Success, and Design.

Launch Modules & Copilot

Launch plans in Ignition are broken into Modules. You might think of these similar to headered sections in a launch plan, if you were writing it in a simple Google Doc. However, each module is tailor-made to best house the type of information you're documenting -- for example, there's a rich timeline for mapping promotional channel plans. Modules are built independently for a few reasons:

  • Modular sharing – Using the "Share Update" button, you can share just the modules relevant to specific stakeholders. Or, publish public pages with certain module elements hidden.

  • 👨‍🚀 Copilot – Copilot are Ignition's workflows to help you build stronger plans, faster. We've embedded best practice-based frameworks into the product, and are currently building AI to integrate them even more tightly into your workflow. For modules which have a Copilot flow (we're building more soon!), you can access them from "Copilot" button in the top-left when it's highlighted, or from the prompt at the bottom of the module.

Sharing & Stakeholder Management

There's one very important reason we've modularized launch plans in Ignition. The reality is that most stakeholders in the launch planning process don't need (and thus never read) the full launch plan – they each have individual bits and pieces of information that are important to them. So, we made it really easy to modularly create stakeholder updates and push them directly into people's inbox. You can even set these updates up to send on a recurring basis with the latest info.

If you'd like to share to Slack, connect your Slack instance under "Integrations" in Settings, and you'll have the ability to send Slack DM's or publish updates to Slack channels.

To share an update with a set of stakeholders:

  1. Click "Share Update" in the top-right corner of the plan.

  2. Add recipients and customize your delivery settings

    1. 👨‍🚀 If you choose to "send as myself", Ignition will send the update from your account. This is a great way to make sure your recipients engage with the message!

    2. Schedule your update and/or set it to recur (if you send a recurring update, as data in the plan changes, the latest will be sent).

  3. Select the modules you want to include in the update – we'll format them into a structure that's easily digestible via email or Slack for you, and generate an update communication, which you can edit.

  4. Selected stakeholders will receive a custom update via email or Slack, whichever they've indicated is their preferred communication method.

  5. If you choose to send to a Slack channel, Ignition will publish it there.

Exporting plans

If you'd like to export your plans, Ignition offers a couple easy ways to do this.

From the "Share Updates" screen, you can either:

  • Export to an integration – This option will allow you to export either individual modules, or your entire plan, to any of the below. If you re-export a second time (e.g. after something changed in the plan), we'll automatically update the doc so you don't end up with dozens of versions of the same plan created.

    • Google Docs

    • Confluence

    • Google Slides

  • Publish a public page – This option will publish a simplified, hosted page which you can share with anyone, without them needing to join your Ignition instance.

Using Integrations to Automate Cross-Functional Work

Ignition is a powerful all-in-one tool for PMMs on its own, but there are a number of very important integrations Ignition supports, to help make collaborating with all those other teams across the company easier.

  • Product Development Tools (Jira, Productboard, etc.) – By connecting the tools your Product team's roadmap, and development tracking live in, in the Product Roadmap (Engineering Tasks) tab, you can...

    • A) view the Product roadmap, and predictively surface upcoming features that may need a launch planned around them.

    • B) map features to launches, to track their progress and get predictive insights into whether the launch is on track or at risk of being delayed.

  • Project Management Tools (Asana, Monday, etc.) – Sometimes, other teams like to use a tool like Asana to manage their GTM tasks. Ignition integrates with these tools, so that by selecting "Integrations" on the Tasks tab, you can import or export tasks from those tools, and easily sync their status.

  • Measurement Tools & CRMs (Mixpanel, Google Analytics, Salesforce, etc.) – By connecting your measurement tools or CRM, Ignition can help you analyze how your GTM processes are driving impact. From the "KPIs & retros" tab you can visualize pre/post-launch lift on key metrics, and from the "Competitive Intel" page you can conduct Win/Loss analysis with data from your CRM.

  • Communication Tools (Slack, Gmail) – Our Slack integration allows you to send and receive updates from Ignition to users in your Slack org. By integrating Gmail, you'll also be able to send updates as yourself, rather than from Ignition.

  • Documentation Tools (Google Docs, Confluence, Google Slides) – Within Ignition modules, you can easily import content from docs by dropping in a link. You can also export your GTM plans to a doc from the Share Updates flow.

To manage your integrations, go to Settings, and click "Integrations". From here you can disconnect, or connect any integration in Ignition.

Managing research in Ignition

Ignition makes it simple to collect customer insights and competitive insights, and then tie them to your roadmaps and GTM plans. It can automate much of your work around gathering these insights, and becomes a powerful knowledge base as you start to make connections between learnings and plans and performance.

  • 👨‍🚀 Items in Research can be re-used across Launch Plans using Connections. Anything created inside a GTM Plan will appear in your overall repository, and items in your repository can be tagged to a GTM Plan to appear inside it.

Customer Research

The customers tab is where you'll find your Personas, as well as any research or insights that inform them. There's a few things you can do here:

  • Building Personas – The Personas tab is fairly straightforward. You can build your Personas here and fill them in with any relevant details you want your cross-functional teams to know. Any Persona created within a Launch Plan will also appear here.

  • Conducting Research Studies – From the Studies tab, you can create customer research studies for a variety of topics. Just pick the type of research you want to conduct, and follow the steps in the flow. Ignition will ask you a few questions about the product you're researching, generate a best-practice-based study, then give you the option to load in a list of recipients you'd like to collect data from. You can always preview the survey or edit the message they'll receive as well.

  • Enriching Personas with Insights & Testimonials – You can also document any learnings from customer conversations, or testimonials they've given you, here. By tagging these to Personas, they'll appear within that Persona everywhere it exists.

Competitive Intel

The Competitors tab is where you'll build automated battlecards, and conduct Win/Loss analysis to understand why you're winning or losing deals. There's a few things you can do here:

  • Battlecards – Building a battlecard in Ignition couldn't be simpler! Just drop in a competitor's URL and we'll build it for you! Then, you can customize any fields you like. We'll automatically refresh this data on a regular basis, so you're always up-to-date.

  • Win/Loss Analysis – If you use a supported CRM, you can connect your CRM from the Win/Loss tab and automatically visualize performance against specific competitors across different timeframes, complete with insights into why deals were won or lost.

Using Changelogs & Idea Management

Publishing announcements using Changelogs

Changelogs in Ignition make it super easy to communicate recent product updates to both internal teams, and externally to customers, via private internal release note feeds and public branded release note pages. Simply set up your page and you're good to go!

Adding a new Changelog post is very simple -- you simply click "Add", write your post content, and when you're ready for it to go live, click the "Schedule" button in the top left to either set it live right away or publish it in the future.

You can start publishing internally right away, but to get your public feed live, please make sure both the "Global" and "Release Notes" pages are set to "live" in Settings.

Collecting feature ideas using Product Idea Boards

Product Idea Boards are also incredibly simple to manage. Simply set up your page and direct customers to it, and they can nominate, vote on, and discuss feature ideas.

Any nominated feature ideas will appear in your Ignition feed under Product Ideas. These can be discussed by your team, or connected to a Roadmap item or GTM plan. When you publish a comment or update status within Ignition, you can also opt to publish that comment as an email notification to all the users who have voted or commented on that feature, making it very easy to announce once things go live!

You can start publishing internally right away, but to get your public feed live, please make sure both the "Global" and "Product Ideas" pages are set to "live" in Settings.

Frequently Asked Questions

  • Do I have to use Ignition's frameworks, or can I customize things like type/tier of launch?

    • No! You can save your own static templates directly inside GTM plans, or if you'd like to do more advanced customization you can reach out to us at [email protected] and we can easily customize these for you.

  • Where do my engineering tasks live in a GTM plan?

    • If you've used Connections to connect either Roadmap Items or Engineering Tasks to a GTM plan, they will appear in the Product Status tab of your GTM plan (under GTM Timeline).

  • What's the difference between product tasks and GTM tasks?

    • Product tasks (displayed in the Product Status tab in GTM plans, and via the "Product progress" bar in Mission Control) are the tasks your product development team is completing to build the product.

    • GTM tasks (displayed in the Tasks tab in GTM plans) are the tasks your cross-functional team is completing to launch the product.

  • Can I import/export my plans?

    • You can! We support import/export via Google Docs and Confluence (Notion, Coda coming soon). Check out our guide on Exporting here.

  • What does pricing look like?

  • Do you offer volume discounts if I'm launching a lot of stuff?

    • Absolutely! Please reach out to [email protected] to discuss this. We have a variety of custom plans available to keep Ignition affordable as you scale.

  • When do you plan to integrate with {integration name}?

    • Likely in Q2 of 2023! We are already in-progress on a number of new CRM, Doc, and Project Management integrations for the early part of 2023 :).

  • Where can I submit feature ideas?

Contact

If you've found other interesting ways to use Ignition, share them with us :). We always love hearing your feedback (both good and bad), because it helps us make the best product for you.

As always, you can reach Derek at [email protected] or (503) 901-9612 at any time of the day for any reason.

Did this answer your question?