Getting started guide

If you're just trialling Receptive, skip to the quick setup below.

Receptive setup

1. Integrate with Receptive and create a link for customers in your app. Integration usually takes around two hours. (If you're using Receptive internally only, turn off customer notifications first.)

While this is being worked on...

2. Upload your logo and update 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. Invite your team & set up SSO. Your teams have their own priorities too! We recommend inviting your entire company into Receptive so you can easily gather demand from each department. It's good to start with your product team and your customer facing teams so they can start using Receptive on behalf of customers ASAP. 

Tip: share these resources with all of your team members

5. If your integration isn't set up yet, you can manually invite customers in

6. Set up your graphical roadmap.

Related: Roadmaps: A product team's friend or foe?

7. Set up ZendeskJIRAGithub and/or Salesforce integrations. 

8. Set up email whitelabel.

9. Set up domain whitelabel.

10. 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 certain customer comments on a request.

11. Send an engagement email to introduce your customers to Receptive

12. Review your new requests every 2-4 days. Use the discussion section to ask for use-cases, pain points, and other important details for each request.

13. Set up your review / roadmapping process to take advantage of all the data you're now collecting! Here's our process for reviewing new requests in Receptive, and here's a detailed post on how to use the Receptive SmartLists to plan your roadmaps.

Tip: Is there a particular customer segment, product area, or internal team you need to analyze? Make sure you tag your customers, features, and internal teams.

Quick setup (20-30 minutes)

If you're just trialling Receptive, here's how to quickly get started:

1. Upload your logo. From your dashboard, click the top right icon > "Settings" > "Brand customizations".

2. Import 10-20 features. Update the status of some to "building" or "planned" to move them onto your roadmap, mark some as released to populate your release log, and move the rest to "awaiting feedback" for your team and customers to add their feedback.

3. Invite your team. We recommend bringing in your product team and several customer facing team members while trialling Receptive.

Tip: Send your team members our guides for using Receptive here.

4. Invite a few customers. (Use test email addresses if you're using Receptive internally only.)

Tip: Send your customers our short step-by-step guide to Receptive so they know what Receptive is and what the benefits are to them.

5. Review your new requests every 3-4 days. Use the discussion section to ask for use-cases, pain points, and other important details for each request. 

6. Start thinking about your roadmapping process. Read: How to use the Receptive SmartLists to plan your roadmaps



Any questions? Email or use the form here.




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