Contacts
Centralise, search, and segment your customer data.
An Introduction to 'Contacts' in GoSquared
🤝 GoSquared Contacts will transform the way you connect with your users and customers. ❇️ Put your customer-level data in one intuitive, beautiful …
Contacts FAQ
1) What is GoSquared Contacts? Your visitors, users, and customers. Every action, every pageview, and every attribute. All together in one place. Avai…
Installing the Identify Snippet for your 'Contacts' section
📔 This article will guide you through installing the Identify Snippet. This enables you to stitch visitor Analytics from our tracking Snippet onto th…
Setup Guide for Smart Groups & Engage
💡 What are Smart Groups & Automated Messages? Smart Groups are intelligently-defined segments of your user-base. Smart Groups work in real-time, mea…
Adding new Contacts
👥 In GoSquared you can track, add, and import profiles into Contacts. How can new profiles be added? Automatically track profiles – after installi…
Tracking Custom Events in GoSquared Contacts
What is Event Tracking? Event tracking allows you to track important actions on your site, such as when a user updates their payment plan, or uses a p…
URL Filtering
Part 1: How to use URL Filtering Part 2: ➡️ Video Tutorial ⬅️ - How to use URL Filtering & automation to re-engage cold leads & book demos URL Filter…
Visitors
👀 Being able to see individual visitors on your site is a crucial way to identify and qualify prospective leads and customers. When you have key inf…
Automatic Data Enrichment
👥 When you add a contact's email address to GoSquared, we will automatically search the web for any publicly availably information associated with th…
Glossary of Default Properties
Each profile in Customer Data Hub has a list of default properties (fields/attributes) that we recommend you track. Properties are attributes/fields t…
Custom Properties
📓 Properties (fields/attributes) are pieces of information that help describe each user in your Contacts section; such as what plan they're on, their…
Updating Status in GoSquared Contacts
🎯 User Statuses are a helpful way of organising the users in your funnel. Just like how you might have "stages" in a traditional CRM, you can assign …
Smart Groups
Smart Group Fundamentals 💭 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…
Smart Group Notifications
🤔 Want to get notified when you acquire a new lead or a new user signs up? Perhaps you're more interested in knowing if your biggest customer stops l…
Can I import user data into GoSquared?
📩 You can easily import your existing customer data into Contacts. Your contacts will then become searchable and filterable; allowing you to segment …
Deleting People Profiles
Deleting profiles (users) from your Contacts can be useful for many reasons including: ✅ Removing old test profiles clogging up your data. ✅ Removing…
GoSquared Forms
💡 Use GoSquared Forms as the first step to turn your visitors into customers. Fill your database with qualified signups, automatically enriched with …
Set up Notifications for GoSquared Forms
💬 A great use-case for GoSquared forms is to send immediate notifications to your Sales team, via Email or Slack This ensures that hot leads can be …
Search for profiles from your Chrome Browser
Adding Customer Data Hub as a search engine to Google Chrome makes searching your customer base super quick. It takes less than 2 minutes to set up bu…
How-to: Use custom properties in Contacts
🗂️ Custom properties enable you to pass back any user level data back to a person in Contacts. This data is then searchable, sortable and filterable …
Troubleshooting - Visitors Not Appearing
Why Are Visitors Not Appearing on My Dashboard? Some Internet Browser Extensions and AdBlockers can prevent the GoSquared Snippet from rendering. Th…