Tracking

Written By GoCSM

Last updated 8 months ago

1. What is this?

GoCSM’s Custom Menu Links Tracking helps you monitor how often customers use custom-built links inside their HighLevel portal. If you’ve created custom tools, portals, or resource pages, this feature shows you exactly how much engagement they’re getting.

2. Why we made this?

Many agencies spend time building custom tools for their clients, but often, those tools go unused. Without tracking, it’s hard to know: ✅ Which custom features are valuable to customers. ✅ Which ones are ignored (potentially leading to churn). ✅ How custom tools compare to standard HighLevel features.

This tool helps you understand what’s working so you can focus on features that matter instead of guessing.

3. How to use this?

3.1. Open Custom Menu Tracking

  • Inside GoCSM, navigate to Custom Menu Tracking.

  • You’ll see a list of all custom menu links that exist in your HighLevel setup.

3.2. Enable Tracking for a Link

  • Find the custom link you want to track.

  • Toggle it ON to start tracking.

  • A pop-up will appear asking you to label the link (so it’s easier to identify in reports).

  • Click Save, and tracking begins immediately.

3.3. View Usage Data

  • Once tracking is enabled, GoCSM will start collecting engagement data.

  • You can see how often customers access your custom-built tools.

3.4. Take Action Based on Insights

  • If a custom link is rarely used, you may need to:

    • Improve its visibility in the interface.

    • Educate customers on its value.

    • Reassess its usefulness and make adjustments.

    • If a link is highly used, consider investing more in similar features.

4. When to use this?

  • When launching a new custom portal or tool for clients.

  • When tracking which resources customers engage with the most.

  • When deciding whether to improve or remove unused tools.

  • When looking for early signs of customer disengagement (unused tools can be a red flag for churn).

5. Who’s this for?

  • CSM & Support Teams – To see if customers use the tools they need.

  • Growth & Sales Teams – To identify high-value features worth promoting.

  • Agency Owners & Developers – To measure ROI on custom-built tools.