Customer Data Hub
Centralise your customer information.
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 intuitive, beaut…
Customer Data Hub FAQ
What is the Customer Data Hub? Your visitors, users, and customers. Every action, every pageview, and every attribute. All together in one place. Avai…
Installing Customer Data Hub
We’ll guide you through the steps to bring all your user-level data together in one place. Customer Data Hub is an incredibly powerful tool but takes …
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' t…
URL Filtering
URL Filtering is an easy, yet hugely powerful way to find contacts based on the pages they’ve recently viewed on your website. How to use URL Filteri…
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…
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 wi…
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 People CRM – such as what plan they're on, their job title, o…
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 assign …
Smart Groups
Use Smart Groups to segment your users and trigger automation flows. Simply put, a Smart Group is a set of filters that you can save to quickly refere…
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 logg…
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. How to Import d…
Deleting People Profiles
Deleting profiles (contacts) from People CRM can be useful for many reasons including: Removing old test profiles clogging up your data. Removing o…
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 leads…
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: Identify qualified sales leads with People CRM
Get an full overview of People CRM. Any person or team responsible for sales will be monitoring new signups and leads as part of the process of lead q…
How-to: Monitor customer churn risk with People CRM
To help you get the most out of People CRM, we've written a series of ‘How-to’ guides for various use cases where People Analytics can be applied. In …
How-to: Identify influential users with People CRM
Introduction We’re going to look at another problem People CRM can help you solve - finding influential users active on social media. Influential user…
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 filterable al…