Getting started guide

Below are the steps to start using your Receptive account today - no integration required. 

Just trialling Receptive? See how to start using Receptive in 5 easy steps.

Get your own editable copy of the this guide here. [google doc]

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Account setup

1. Send integration instructions to your dev team:

Use our email template to send this info to your devs here

2. Upload your logo and check your settings

3. Import the following features:

a. 10-15 recent requests - We recommend seeding a few requests into your dashboard and letting your customers & teams take care of the rest organically. Update the status of these features to "Awaiting feedback" and set the effort level of these features in order to generate your Effort vs Value report.

b. 5+ Released features - Import any recently released features and set the status to "Released" to populate your release log.

c. All features that are already in progress - set the status to "Planned" or "Building" to move these onto your list view roadmap

4. Set up standard responses to feature requests. See ideas here.

Team onboarding

1. Use our template to create your team's guidelines document

2. Invite your teams in

3. Share the guidelines doc and our resources with your teams

Customer onboarding

1. Invite your customers in

Notify your customers about Receptive via:

  • Intercom / in app chat
  • Customer email update
  • Prospect / marketing email update
  • In-app notifications / updates
  • Blog post
  • Social media

Anything public facing can work as a sales tool to let your prospects know that you take their feedback seriously - don’t skip this step!

2. Send an engagement email

This is a 100% personalized email to each of your customers showing them what their priorities are, progress on features they’ve requested, and new items to vote on. And it links them directly to their Receptive dashboard - no sign-in required.

The engagement email is much more powerful than a marketing email!

Quick tip: Move a few of your latest releases to your release log before sending this out for the first time. See more tips for sending your first one here.


1. Who will be initially reviewing / triaging new requests? How often? We recommend reviewing new requests weekly or bi-weekly to build up customer and team confidence in Receptive.

Read about our triage process (including 20 response templates you can use) here.

2. Which stakeholders will be deciding what makes it onto the roadmap, how will those meetings happen, and how often?

How do you communicate your strategic goals that drive these meetings?

Watch our webinar on roadmapping here.

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

4. Send an engagement email each month. Set up a calendar reminder to send this out, or add it to your release process.

5. Show Receptive in your product demos to show prospects that you take feedback seriously

6. Set up Zapier to auto-tweet when you release a new feature, post in Slack when a customer creates a new request, or email an account manager if a specific customer comments on a request. 

Any questions? Email or use the form here.




Have more questions? Submit a request


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