First steps

Do these once, as an admin. Most of them are in Settings, at the bottom of the left sidebar.

Note

Most organization settings need the Organization Admin role with edit permission. If a settings card is grey and you can’t click it, ask an admin.

1. Connect your CRM. Open Integrations in the sidebar and connect HubSpot or Pipedrive. Your customers, contacts and activity come in with the first sync. See HubSpot or Pipedrive.

2. Invite your team. Open Settings › Team and invite your colleagues. Assign each customer to a CSM so that My Customers and the workspace show the right people. See Team.

3. Set up scoring. Open Settings › Health score. Set how much each of the five metrics counts, and name your three score bands. Then open Settings › Company metrics to define the product usage and engagement metrics you want to track. See How scores work.

4. Add customer types, products and tags. Use Settings › Customer types and Settings › Products so you can describe each customer. Use Settings › Tags to create tags for grouping customers. See Tags.

5. Send product usage (optional). If you want Product usage to come from your own product, add the tracking script. See Tracking SDK.

6. Set up support (optional). Verify your sending domain, then switch on the channels you want: email, Messenger or the support form. See Support.

Adding customers without a CRM

You can also add customers by hand. Open Customers and click Add Customer.

If your customer list is empty, the Customers page offers a Download Template button. Fill out the template and send it to support@customercatalyst.io.