How to set up your trial account

Step 1: Branding & appearance

Before you invite customers to submit their feedback, you need to make sure you look the part.

You can start by uploading your logo. From your dashboard, simply head over to the top-right icon, hit ‘Settings’, and then click on ‘Branding & appearance’.

At this point, you can also change the primary color of Receptive to match your own branding. In the "Colors" section, enter the hex code for the color you want. You can then see a preview of it underneath.

This means that your customers will be able to recognize that they’re dealing with you.

Once you set up the integration you'll want to decide whether you'll use the Receptive portal view or the embedded widget.

widgetvsportal.png

You'll be using the portal view by default. To change to the widget, click "Customer view" on the right-hand side. You can then select the widget option.

Step 2: Requests

We recommend that you import several requests of your own, to kickstart the proceedings.

This is a handy guide on how to do just that.

Once you’ve got 10-20 requests added, change the status of some to either “Building” or “Planned” - These will then be added to your roadmap.

Change the status of requests you’ve released already to “Released” to populate your release log.

Any remaining requests can be marked as “Awaiting Feedback” so that your internal teams and your customers can add their feedback.

Step 3: Invite Your Team

While trialing Receptive, it’s a good idea to invite some of your team members so that they can give feedback and make requests.

To do this, simply follow the instructions in this guide.

We would recommend that you bring in your product team and also your customer facing team members as these are likely to have useful insights.

Step 4: Invite Your Customers

This is the crucial step when it comes to using Receptive. Invite your customers to leave feedback and add feature requests.

You can invite customers using this guide.

If you are planning to only use Receptive internally for the time being, then we recommend using several test email addresses. 

Tip: if you use Gmail, just add a +1, +2, etc to your email address to add several test customer accounts. For example, bob+1@gmail.com, bob+2@gmail.com. Then confirm each account and vote on a few requests. 

Step 5: Reviewing Your Requests

We suggest that you review your requests on a regular basis, with once per week being a good length of time. You may want to review requests more often when you first start using Receptive, which is great too!

You can use the discussion section to ask for use-cases, pain points, and other important details for each and every request.

What’s Next?

You should now be in the swing of things and using Receptive to manage your customer feedback.

If you’re comfortable with everything we’ve explained so far, then it’s time to think about your roadmap.

Start Here: How to use the Receptive SmartLists to plan your roadmaps

Any questions? Email support@receptive.io or use the form here.

 

 

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