Beta tester sign-up & feedback portal

A beta program portal is where people sign up to test a product, the beta team approves or declines each applicant, approved testers send feedback on each build, and the team shares release notes as files.

Pattern: Requests

Describe it to Pory

“We're running a beta for our podcast app. People should sign up, we approve who gets in, testers send feedback on each build, and we share release notes with them.”

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Join Wavelength Beta

Create your account as a beta tester. We'll email you a link to finish.

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In plain English

How Pory sets it up

Pory gives every beta tester and beta team a sign-in of their own. Each beta tester sees only their own testers. It covers signups, feedback and releases. Testers, feedback, test tasks, releases and beta team live in Pory's own database, so there's no spreadsheet to keep in sync.

What it does

01

Testers join on their own from a sign-up page, no invite list

Beta sign-ups used to be a form, a spreadsheet of email addresses and a batch of invites sent by hand every Friday. In Pory people create their own account from the sign-up page and land in the Beta tester role, with a tester's view of the portal from their first visit. The team stops copying email addresses between tabs.

Self sign-up into a roleDone by: Beta tester
02

The beta team approves applicants by device and reason, one click each

Choosing testers meant scrolling a spreadsheet of sign-ups and hoping the Android users weren't all left out. In Pory each applicant is a card showing their device, with their reason for wanting in on the record, and the team approves or declines them right there. The waitlist is a column on the board, not a tab nobody opens.

Approve / reject with a reasonDone by: Beta team
03

Testers file feedback against the build they were using

Beta feedback came in through app store reviews, DMs and a Discord channel nobody could search. In Pory a tester picks the build, marks it a bug, an idea or praise, describes it and attaches a screenshot. They can see whether the team has read it or planned it, with a line from the team on each, which keeps testers testing.

Forms to submit a recordDone by: Beta tester
04

Release notes for each build sit where testers already look

Release notes went out as an email testers skimmed, and then they reported bugs that were already fixed. In Pory the team adds each build with its platform, date, highlights and the notes file, and testers open it in the same portal where they send feedback. Fewer "the sleep timer is broken" reports arrive the day after it's fixed.

File attachmentsDone by: Beta team

Who sees what in a beta program portal

Every person signs in to their own view. This is what each role in the demo gets.

Beta tester

Sees only their own testers.

Pages
Home, My feedback, Test tasks, Release notes, Tester guide
Can start
New feedback

Beta team

Sees every tester in the portal.

Pages
Home, Testers, Releases, Feedback, Test tasks
Can start
Add a build
Decides
Marks testers Approved or Declined, with a reason

What’s in the beta program portal template

The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.

Testers

  • Tester (text)
  • Device (choice: iPhone, Android phone, iPad, Web)
  • Listens (choice: Daily, Weekly, Now and then)
  • Applied on (date)
  • Why do you want in? (long text)
  • Team note (text)
  • Status (choice: Applied, Waitlisted, Approved, Declined)

Feedback

  • Feedback (text)
  • Build (link)
  • Type (choice: Bug, Idea, Praise)
  • Details (long text)
  • Screenshot (file)
  • Tester (link)
  • What the team says (text)
  • Status (choice: New, Read, Planned, Not planned)

Test tasks

  • Task (text)
  • Build (link)
  • Due (date)
  • Tester (link)
  • What you found (long text)
  • Status (choice: To do, Done)

Releases

  • Build (text)
  • Platform (choice: iOS, Android, Web)
  • Release date (date)
  • Release notes (file)
  • Status (choice: Scheduled, Released)
  • Highlights (long text)

Beta team

  • Name (text)
  • Role (text)

The parts behind this portal

Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal

Collect

3 parts
  • Forms

    Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

  • Self sign-up

    People create their own account and land in the role you chose for them.

  • File attachments

    Upload and view files on the record they belong to, not in a folder named FINAL v2.

Decide

1 part
  • Approve / reject with a reason

    Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Control

3 parts
  • Who sees which records

    Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.

  • Passwordless sign-in

    A sign-in link by email, by default. Password sign-in if you'd rather.

  • Your brand

    Your domain, your colors, your logo. Members see you.

Frequently asked questions

A beta tester signs in with a link sent to their email and lands on Home. They see Home, My feedback, Test tasks, Release notes and Tester guide, and only the testers that are theirs. From there they can use “New feedback”.

Beta team decide: they mark each one Approved or Declined and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.

Yes. The portal has a sign-up page, and everyone who signs up lands in the beta tester role with that role's view.

Build your beta program portal with Pory

Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited testers.

See pricing · How Pory builds a portal