Help Center

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.

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Note: 

• You can also create requests from other tools like Jira through our Zapier integration.