How do you create an Idea on behalf of a customer?
Customer requests can come from different channels. To ensure it’s not lost in a Slack message, Excel, or email, you can create an Idea on behalf of a customer.
Here’s how you can submit an Idea:
- Log in to your Beamer account. If you don’t have one, you can sign up for one here.
- Go to Beamer Feedback.
- Click on + Create Idea in the top right hand corner .
- Choose a category to keep your Ideas organised. Click here to learn more about categories.
- Add a title and the details to the Idea.
- (Optional) Choose if you’d like to display the Idea only to a segment of your users.
- (Optional) Add any notes, which will only be visible internally.
- (Optional) Click on Preview in the panel to see what the Idea looks like before it goes live.
- Don’t forget to hit Save.
<Insert GIF>Note:
- You can also create requests from other tools like Jira through our Zapier integration.
Was this helpful?
Help us help you more
