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  1. Receptive.io
  2. Initial Set-Up

Initial Set-Up

Pre-Launch

  • Receptive demo video
  • Launch Receptive with this Detailed Checklist
  • Process planning
  • The Receptive Workflow
  • Product Feedback Policy [overview + template]
  • What do my customers see?
See all 8 articles

Receptive Integration

  • How to integrate Receptive with your product
  • In-App widget
  • Linking to Receptive from your website or app
  • Auto-tagging
  • API Documentation
  • Updating users through the API
See all 15 articles

Third-Party Integrations

  • Pendo Resource Center Integration Setup
  • Intercom Integration Setup
  • Zendesk Integration Setup
  • Can we embed Receptive into Zendesk?
  • Salesforce Integration Setup
  • SFDC ID linking: How to set Salesforce as your primary source of customer data
See all 18 articles

Set-Up

  • Account setup
  • Limitations of customer users
  • Advanced setup
  • Settings
  • Modules setup
  • Using modules with distinct products
See all 22 articles

Launch: Internal Teams

  • Overview
  • How to introduce your team members to Receptive
  • Adding team members to Receptive
  • How to introduce your customer facing teams to Receptive
  • Presenting Receptive to your company
  • How to use Receptive internally only

Launch: Customers

  • Overview
  • Adding customers to Receptive
  • How to introduce your customers to Receptive
  • Launch Receptive with an engagement email
  • Presenting Receptive to your customers [template]
  • How to launch Receptive with limited customer visibility
See all 7 articles
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