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?
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
Third-Party Integrations
- 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
- How to create a "Quick Action" button for a salesforce contact or opportunity
Set-Up
- Account setup
- Limitations of customer users
- Advanced setup
- Settings
- Modules setup
- Using modules with distinct products
Launch: Internal Teams
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