The GoSquared Onboarding Guide
Last updated: 8th March, 2020
👉 Follow our Walkthrough Tutorial to get up & running with GoSquared’s basic features in a few minutes!
By the end of this section you will have:
🛡️ Take a minute to secure your login with Two-Factor Authentication.
1️⃣ Activate your first automated Prompt
2️⃣ Automatically create a profile in customer data hub every time someone new signs up
3️⃣ Set up a Slack or Gmail integration to notify you of new leads
💭 What is a Smart Group?
A Smart Group is a set of filters which can be used to segment your users.
Smart Groups update in real time. This means when a new user matches the filter, they automatically get added to the group (entering the group).
When existing users un-match, they will be removed from the group (exiting).
Smart Groups enable you to:
✅ Identify key insights from your data.
✅ Segment your user-base into specific groups.
✅ Monitor changes in your database over time.
✅ Send GoSquared Automations
📹 Watch this video tutorial to setup your first custom Smart Groups today! 🙌
❇️ Batch import your contacts from another service
Completed the Onboarding steps? Congratulations! You’re on your way to becoming a GoSquared pro 🎉
Now it’s time to get started with adding Automations to your Smart Groups 🙌
Use our Video Tutorial Guides to setup your first customer segments and automated messaging flows.
Select from a range of use-cases, including:
✅ New customer onboarding
✅ Live Chat lead follow-up
✅ Churn-risk re-engagement
✅ … and many more!
PS. You can download your own copy of the GoSquared Onboarding Guide from Notion. Use this to tick-off the tasks in your checklist, and keep track of your progress! 🙌