Initial Set-Up

Getting started guide

• Quick setup
• Advanced setup
• Process planning
• Launch: Internal teams
• Launch: Customers
• After launch

Onboarding best practices

• The Receptive Launchpad
• Tips for setting up modules + tags
• How to use Receptive statuses
• How to use Receptive internally only
• Using modules with distinct products

Onboarding resources

• Receptive demo video
• Integration setup email for devs [template]

Account setup

• Multi-module management
• Tagging overview
• Settings
• Custom request form setup
• Adding tags to end users
• Custom saved responses setup

See all 11 articles

Receptive integration

• How to integrate Receptive with your product
• Auto-tagging
• In-App widget
• API Documentation
• Linking to Receptive from your website or app
• Updating users through the API

See all 8 articles

Receptive integration FAQ

• Why do I need to set up the Receptive integration?
• How do we stop internal team members from using Receptive as customers?
• How are churned users calculated?
• How does Receptive know which customers are paying / not paying?
• How does your single sign on work?

Setting up integrations & add-ons

• Integrations Overview
• Upgrading Salesforce
• Salesforce Integration Setup
• Zendesk Integration Setup
• JIRA Add-on Setup
• Zapier Integration Setup

See all 11 articles

Integrations & add-ons FAQ

• Salesforce Integration FAQ
• JIRA Add-on FAQs

Technical account setup

• Multi-module Setup
• Email Whitelabel Setup
• Domain Whitelabel Setup
• Integrating with SAML SSO Identity Providers
• How to set up Google G-Suite as your SAML Identity Provider
• Configuring Okta as your SAML IdP

Launch: Internal Teams

• Team permission setup
• Adding team members to Receptive
• How to introduce your customer facing teams to Receptive
• How to introduce your team members to Receptive
• Presenting Receptive to your company

Launch: Customers

• Product Feedback Policy [overview + template]
• Adding customers to Receptive
• How to introduce your customers to Receptive
• Launch Receptive with an engagement email
• Presenting Receptive to your customers [template]

Getting started FAQ

• What do my customers see?
• Do my customers have to log into Receptive?
• How can I add customers without doing the integration?