How to use Receptive internally only

Receptive can easily be used without giving customers access to the platform. You simply create, vote and prioritize requests on behalf of customers and prospects.

How it works

Creating

To create a request on behalf of a customer, simply click the "you" button on the request form here: 

And select the correct user:

These names are populated from our javascript integration. See setup instructions below.

Once you've selected the user, the form will look like this:

Voting

To add a customer to an existing request simply use the "Add user" button on the right side of the request page:

This data is also populated from the integration. See setup instructions below. 

Prioritizing

To update a customer's priorities, navigate to their profile page, either by searching for their name, or going to Customers > Account > User name, and click "Edit":

Click "Priorities" and update their priority sliders:

When you return to the user's profile page you'll see their updated priorities.

The setup

It’s really easy to set Receptive up to be used internally only.

Step 1 - Integrate our small JavaScipt snippet but do not add a button or link to give your customers access. Doing this means we get all the data we need but the customers will have no visibilty of Receptive.

Step 2 - Disable email notification sent to customers.

To do this, log into your Receptive account, go to Settings and check the "Disable notification emails to customers" box.

Read more:

How do I invite selected customers into Receptive?

How do I prioritize requests on behalf of a customer?

How do I add a customer to a request?