Customer Data Hub

Centralise, search, and segment your customer data.

• An Introduction to GoSquared Customer Data Hub

  🤝 The GoSquared Customer Data Hub will transform the way you connect with your users and customers. ❇️ Put your customer-level data in one intuitiv…

• Customer Data Hub FAQ

  1️⃣ What is the Customer Data Hub? Your visitors, users, and customers. Every action, every pageview, and every attribute. All together in one place. …

• Installing Customer Data Hub

  📔 This article will guide you through the steps to bring all your user-level data together in one place. Customer Data Hub is an incredibly powerful …

• Adding new Contacts

  👥 In GoSquared you can track, add, and import profiles into People CRM. If it's easier you think of profiles as being similar to 'contacts' or 'leads…

• 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 informa…

• 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…

• Automatic Data Enrichment

  👥 When you add a contact's email address to People CRM, GoSquared will automatically search the web for any publicly availably information associated…

• 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 Customer Data hub – such as what plan they're on, the…

• Lead Statuses

  🎯 Lead Statuses are a helpful way of organising leads in your sales process. Just like how you might have "stages" in a traditional CRM, you can assi…

• 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 import customer data into People CRM. It will become searchable and filterable and you can build Smart Groups based upon it. 💡 Take a look…

• 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

  💡 Start using GoSquared Forms as the first step to turn visitors into customers. GoSquared Forms are simple lead gen forms that automatically push le…

• 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 People CRM

  🗂️ Custom properties enable you to pass back any user level data back to a person in People CRM. This data is then searchable, sortable and filterabl…

• Troubleshooting - User Profiles Not Appearing

  Why Are User Profiles Not Appearing on My Dashboard? Some Internet Browser Extensions and AdBlockers can prevent the GoSquared Snippet from renderin…