Create an Idea on behalf of a customer

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Customer feature requests and feedback can come from various channels like Slack messages, emails, support tickets, or in-person conversations. To ensure valuable customer input doesn't get lost, you can create an Idea in Beamer on behalf of your customers.

When to create ideas for customers

Create an idea on behalf of a customer when:

  • A customer submits a feature request through support channels.

  • You receive feedback during customer calls or meetings.

  • Customers mention needs or pain points in conversations.

  • You want to centralize customer requests for better tracking

How to submit an idea

  1. Select Beamer Feedback.

  2. Click Create Idea.

  3. Enter a title and idea details.

  4. Set visibility, status, and a category to organize the idea accordingly.

  5. (Optional) Add a segment filter or segment URL to restrict who will see the idea.

  6. (Optional) Add internal notes in the Notes space provided.

Note

You can also create ideas from other tools such as Jira or our Zapier integration.