Getting started guide

Below are the steps to start using your Receptive account:

Check out the Receptive overview video if you need a refresher!

Sign up for The Receptive Launchpad

The Launchpad is a 10 day email series and Ebook for Receptive champions with short, easy lessons on:

  • How to quickly triage and vet your requests to improve efficiency, saving you time and effort.
  • How to set customer expectations. They'll know what's expected of them and provide you with quality feedback.
  • The Receptive reports, and how they can give unique insights into the data you collect.

 

Quick Account setup

After completing this section, your Receptive account will be ready to launch to teams + customers. 

This video will walk you through the quick account setup:

Quick account setup involves two parts: 

1. Integrate with Receptive

  • Which modules do I need?
  • Set up modules
  • Send integration instructions to dev team

2. Set up your account

  • Review account settings
  • Populate account

We'll go through each of these below. 

What if I'm using Receptive internally only?
You'll follow the exact same steps except
> You'll turn customer notifications off when reviewing account settings
> Your dev team won't expose a link to Receptive as the last step in the integration. You'll want to include this in the instructions email you send to your dev team in part 1 below. 

You'll still want to set up the integration so your customer records are populated in Receptive. You need customer data to use Receptive on their behalf and to report on customer demand.

1. Integrate with Receptive

Receptive was built for SaaS businesses so the Receptive javascript integration is very straightforward.

First, you'll need to decide which modules you're going to use in Receptive.

You need to do this now so you can tell your development team exactly how you need the integration set up. (Your customers will only have access to your first module by default, so you don't want to skip this step!)

Unlike tags, modules are customer facing so you can limit which requests your customers see and let them label and browse their requests. This saves your product team a LOT of time.

If you're not sure how to configure your modules, the quiz here can help, or check with our support team for guidance. 

Next, set up your modules. 

To create your modules in Receptive, head over to Settings > Modules > Manage modules and add your new modules. Read more here. You'll be limited to a certain number based on your plan, so just get in touch with support to add on an extra bundle if needed.

Send integration instructions to your development team

Your dev team needs to know a few things about the Receptive integration in order to get started. Use our template here

Once the instructions have been sent off to the dev team you can move on to...

2. Set up your Receptive account

Review your account settings

Head over to your settings page and review your account name, 

Customize your request form using our best practices / suggestions (3:38)

Set up an "Awaiting Feedback" custom saved response (template)

Populate your Receptive account (4:32)

If you're launching immediately, go ahead and invite your teams in now. Be sure to send our "How-to" guides to each of your teams as you invite them in. Then simply continue through the rest of this guide.

Advanced Account setup

Once you've worked through the quick account setup, watch the relevant parts of the advanced account setup video below (times listed below):

Please note that the JIRA add-on and auto-tagging are available on all plans. Get in touch with sales@receptive.io to purchase additional features. 

Team Permissions (0:58)

JIRA (2:47) / Zendesk (3:21) / Salesforce (3:45)

Auto-Tagging (4:16)

White label email (6:00)

White label domain (6:20)

Team SAML SSO (6:40)

Process planning

Now's the perfect time to start drafting your Product Feedback Policy, especially your process around:

How will people (teams & customers) submit their feedback? 
What are the benefits of submitting feedback?
What happens to it from there?
How often is it reviewed and who by?

Use our template here, see a few examples of our customer's feedback policies, or watch the first 10 minutes of this webinar to learn more:

Skip to:

  • What a Product Feedback Policy is & why you need one (1:18)
  • Walk through an example Product Feedback Policy (3:00)
  • Where to publish your Product Feedback Policy (8:52)

Launch: Internal teams

We recommend inviting your entire company into Receptive so you can easily gather demand from each department and use Receptive on behalf of customers. It's good to start with your product team and your customer facing teams so they can start saving time & track customer requests ASAP.

See how to introduce your teams to Receptive (including templates) here

And here's some additional guidance that you'll find helpful as you invite in your customer facing teams. 

Launch: Customers

You can start talking about Receptive to your customers before your integration is set up, and you can continue promoting Receptive long after you've launched. 

We recommend first launching Receptive to your customers with an engagement email, then see our next steps here

How to be successful with Receptive

Once you’re all set up, here are some best practices for success.

Get more customer engagement

Watch the webinar "How to get more customer engagement with Receptive":

Learn more about how to get more customer engagement in Receptive.

Get the most out of your reports

Watch the webinar "Use Receptive's reports to supercharge your organization in 2018"

Get everyone excited!

Shout about Receptive in your next few marketing emails to customers & prospects, reminding them to add their requests and update their priorities

Send an engagement email each month or after each release

We recommend sending out an engagement email after you've released a feature or two, so you can set up a calendar reminder to send this out after each cycle, or add the engagement email to your release process. 

Use flexible-emailing for customer development super powers

You can use Receptive's flexible emails to get dive into use cases on a project before your next roadmapping meeting, announce beta testing to anyone interested in a request, or send a specific request to any group of users who might be interested in it. Learn more

Involve Sales & Marketing

In order to show prospects that you take feedback seriously (and get your customers excited about Receptive early in their journey) be sure to mention Receptive in your sales discussions and marketing materials. 

 

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