GoSquared Training

GoSquared is a software platform that can help you with onboarding and engaging with your leads, reaching out to anonymous website visitors and engage with your customers

1. Analytics

         a. Now

• Real-time overview of what’s happening now on the platform

• Traffic: number of online visitors
• Sources:
  • Sites - shows how many people currently on your website have come from websites linking to you.
  • Search - shows how many people on your site right now have searched on popular search engines such as Google, Bing or Yahoo to find your site.
  • Social - shows any visitors currently online who have found your website via Twitter, Facebook, Pinterest, Dribbble, Reddit, and similar sites.
  • Other - visitors who have reached your site directly entering a URL, following an offline bookmark, or have come from a native application that has not set a referrer of any kind.
• Timeline: an overview of your website's traffic over time
• Content: this widget shows you which pages are popular on your website right now. It updates in real-time. The list of pages is ordered by popularity - so the page with the most people currently viewing it is at the top.
• Notifications; watch for notable changes related to your site’s traffic.
• Locations: how many people are currently on your website right now and where they are from

• Devices: shows the total number of visitors right now and what devices they are visiting from.
• Twitter Search: live stream showing the latest Tweets for a search term of your choice.
• Visitors: shows the number of visitors, returning visitors and tagged visitors (which can be tagged either manually or automatically). In each row, it is shown the country the visitor is browsing from, whether they are a new or returning visitor, their current active page, which traffic source referred them, and how many subsequent pages they have been to.
• Engagement:
  • Average Time on Site: how long a visitor leaves your website open for. This means the session only finishes when the visitor actually closes your site. Therefore if they still have your site open in a background tab, open in a minimised window or displayed on a second monitor etc the current session time will still be counting up.
  • Average Depth of Visit: the average number of pages each of your online visitors have been to.
  • Active Visitors: the percentage of visitors currently online that are actually active. This metric takes into account how long someone has been on a page, whether they have recently scrolled the page, whether it is the frontmost tab/window on their screen, and whether they have moved their cursor much since they opened the page.
• Languages: the system languages of the visitors who are currently on your website.

b. Trends

• What’s been happening on your site historically;
• You can edit the layout of this page by clicking on the ‘Edit layout’ button, on the left-hand side.
• Apart from the Timeline metrics, Time period and a few points from Engagement, this page has all the main points that you can find on ‘Now’ page, but with historical-driven data.
• You can also save every part of data by clicking on the arrow button, which will then download a CSV file

• Timeline metrics;
  • Total visits: the total number of visits, including visits from returning/repeat visitors, over time.
  • Total visitors: the total number of unique visitors to your site over time.
  • Total pageviews: total number of page views your site has had over time.
  • Bounce rate: the percentage of visitors that bounce from your site, over time(a visitor who is reading a page, or engaging with a page for less than 60 seconds).
  • Engaged time/visit: the average time a user is actually engaged for during their visit.
  • Pageviews/visit: the average number of pages that somebody views during one of their visits, over time.

-  Time period: you can choose the period of time you want to gather the data: day, week, month, year or a comparison of certain periods of time.

    2. People

           a. Visitors

• A list of all of your recent visitors (in the past 24 hours) and all of their key information. You can see if they’re brand new to your site (Name), if they are a Visitor or Contact (Status), you can send them a message, email or call them directly (Actions), where they come from geographically (Location), when they were last time online on your platform (Last Visit), from where they ended up on your site (Source/Referrer), the last page they viewed (Last Viewed Page) or if you chatted before (Last Conversation). You can also see their IP Address, when they were Last Seen on your site and the Pages they viewed historically.

         b. Users

• Visitors are turning into users when they already have onboarded and engaged with your community;
• You can ‘Search’ for a specific user or find a group of people with specific properties or that have triggered certain events by using ‘Add a Filter’.
• We recommend having a play with filters, especially with: Account Created, Last Seen, Viewed URL containing (when using this filter, you should use the ‘slug’ of your link, which will be the end of any URL after the ‘/’) and any Zapnito-related filter, as those are linked with the custom fields a user has to complete on our site.

• From the right-hand side, you can Save a Smart Group, export data, delete profiles and set up automated actions.
• You can find your saved Smart Groups on the left-hand side, where you can also edit them.
• You can customise columns (add/remove, drag&drop) from the cog button on the left side.
• You can also find a lot more information about a user by clicking on their profile

• Here you can find contact details such as their name, email, photo and a short bio that GoSquared is pulling in if that bio is connected to the email they’re using on logging in to the site;
• Social profiles - GoSquared will pull all the social medial profiles that the user has connected to with that specific email
• Every action a user has taken in your app and on your site, including tracking third-party events.
• Properties - find more information about when they created their account, their engaged time on your site, their ID, local time and total time on site, as well as many other key data points about that user.
• Track from which devices they opened your site from here.

3. Automation

  Helps with:

• acquiring leads with pro-active on-site messages
• build relationships with leads to turn them into active users
• convert users into customers with relevant in-app messages
• Send well-times and helpful messages for retention

4 key areas:

1. Prompts
2. Broadcasts
3. Messages
4. Sequences

         a. Prompts

• They are automated messages designed to convert more traffic
• They help you engage more effectively with web visitors
• Automatically start more conversations with visitors
• You can place prompts on high-value pages, where visitors are likely to have questions
• They are only sent to brand new, anonymous visitors

Creating a new prompt:

• Set up on a per-project basis, one per page
• Select: who should see the prompt? When should they see it? What should the prompt say and/or do?
• Click “Save draft” or “Save and Publish”
• You can turn it off by switching the toggle off or delete it, but that action can’t be undone
• To be noted: if a visitor closes a specific prompt, that will never be shown again; the prompts won’t show up if the visitor is using an ad blocker.

         b. Broadcasts

• One-off messages you can send to your contacts via an in-app message
• These are great to announce features and take out targeted offers, as well as requesting to complete a survey.

Creating a Broadcast:

• Create your segmented list of contacts to target (Smart Group) - you can also do this with an already saved Smart Group - click Send Broadcast

• Choose the name and purpose, then Create your Message

• Choose the subject, from which account you want to send the message from and the message itself; you can use variables (e.g., to address a recipient by their first name)
• The email options from the ‘Send message as’ side will be available only for Premium users;
• After you created it, click ‘Done’ and ‘Send Broadcast’. You’ll see an alert pop-up to confirm the number of people you will be sending messages to.
• After the Broadcast is up and running, you can see when you’ve created it (Sent at), how many people were sent to (Sent) and how many users clicked on the link or button you added (Clicked).

          c. Automated Messages

• Designed to engage existing users and leads;
• You can either select to create a new message or select an existing template

• Select the ‘Name and purpose’ of your Automated Message;
• The Smart Group you want to send it to;
• The message (upon clicking the edit button, the page will be similar to when you’re sending a Broadcast)
• You can also choose a few Advanced Options from here.
• Save it as a draft or publish it and the users you chose will receive the message!

        d. Sequences

• They are a series of automated in-app messages designed to be sent over a period of time, to help increase trial conversion and reduce churns.
• They are ideally used for trial onboarding or churn prevention
• Same as creating an Automated Message, you have to choose Name and purpose, the Smart Group and what type of messages you want to send, after how long (Immediately or after a certain period of time)

4. Settings

On your settings page, you can see a few basic details about your project in the ‘General’ section;

Under ‘Your Team’ you can add your team members to get access to your GoSquared data;

‘Live Notifications’ will help you set up when you will receive notifications when a user sends you a Live Chat message;

You can integrate other apps to your GoSquared account, such as Salesforce, Stripe, Zapier or Slack.

The most important part from within this list is the Assistant: from here you can turn off the button from showing on your site, choose its appearance, the language settings and the out-of-office times, based on your time zone.

In conclusion, GoSquared can help track and target your wanted audience, giving you options on how to do so, also helping you gather data about your users.