WordPress Analytics and Live Chat
Last updated: 12th August, 2020
The official GoSquared plugin for WordPress and Gravity Forms integration.
Note: The plugin is not supported by the premium wordpress.com managed hosting service.
It enables these features:
- People CRM - via the WordPress
- Live Chat Assistant
- Gravity Forms - lead capture into GoSquared
Installing the WordPress Plugin
This plugin is not supported by the premium wordpress.com managed hosting service.
- WordPress 4.2.0 or higher
- A GoSquared account
Sign in to your WordPress admin panel. Navigate to the plugins tab on the left sidebar and select add new.
Search for 'GoSquared Official' and then select install now below the title of the GoSquared plugin. Alternatively you can find it here.
Wait for the install process until it displays a success page. Click the activate plugin link.
Now you'll need to configure the plugin. On your WordPress Admin panel, go to the left sidebar, click Settings > GoSquared.
Copy and Paste your GoSquared Project Token (it starts with
GSN) into the Project Token field and click 'Save Changes'. You'll find your Token in the 'Setup Guide' under the Install WordPress plugin option.
- In your WordPress settings you can optionally check the box to enable user tracking. This is useful if you have a login system on your site and you want to track your registered users on an individual level.
Next you'll need to track your first pageview to verify everything is working. Open your site in a new tab and refresh the page a couple of times.
Then head back to GoSquared to pass the Installation check here which will unlock your analytics dashboards.
If you have the Gravity Forms plugin installed and would like to capture leads into GoSquared when a Gravity form is submitted, you just need to enable to integration in your WordPress settings.
In your WordPress Admin page, browse to Settings > GoSquared and enable the 'enable gravity forms integration' checkbox.
Once enabled, when any Gravity form is submitted, it will create a profile in GoSquared. It is important to ensure you have an ‘email’ field as part of your forms, so that the profile is correctly identified.
For any text fields used in the form, GoSquared will automatically create ‘custom properties’ in GoSquared.
You can also add hidden input fields in Gravity Forms to create custom properties. For example, you could add a hidden input with a value of “Landing Page Sign Ups”. These will also create custom properties that you can subsequently filter by in GoSquared.
To add a column for a custom property, click the ‘+’ sign as shown below:
You can then create Smart Groups in your Customer Data Hub by using the filters for these custom properties, and selecting Save Smart Group.
See an example Smart Group filter set below:
Once a Smart Group is created you can trigger email alerts to notify you of new submissions, as well as export the data into CSV downloads, via the Actions tab.
Want to know more?
Check out our deep-dive articles on getting maximum value from your Website Analytics and Smart Groups in the Customer Data Hub section of our Support Centre.