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…

• 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…

• 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…

• 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…

• 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…

• 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 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…

• 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 …

• GoSquared Forms

  💡 Use GoSquared Forms as the first step to turn your visitors into customers. Fill your database with qualified signups, automatically enriched with …

• 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…