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GoCSM

Getting Started

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Setup

Dashboard

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Feature Usage: Why It Matters & How to Take Action

Reducing Churn Rate: Best Practices & Actionable Strategies

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Health Overview

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Health Widget

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CSM Hours

WL Activity Center

Health Configuration

Product Adoption

Product Adoption Overview

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Feature Adoption Summary

In-app Banner

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Login Activity Overview

Feedback (NPS)

Happiness Level: Measuring Product Satisfaction

Customizing Your GoCSM Basic Feedback Widget

Cohorts

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Pipelines Overview

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Subscriptions & Billing Pipeline

Top Spender

Cohorts Overview

Custom Menu Links

Tracking

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Automation

Automate your customer success journey — from internal updates to personalized customer outreach.

Automation Overview

Setting Up Workflows

GoCSM's "Not Used Features" Workflows Trigger Timeframes

Stay in the loop. Know what’s happening with your customers—instantly.

Internal Notifications Workflows

Customer Touch Workflows

GoCSM Triggers

Conversations

Keep all your Customer Success communication in one place

Conversations Overview

Reports

Reports Overview

Settings

Business Profile

How to Add/Configure Branded Domain

GoCSM Configurations

White-label Links

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My Staff

Opportunities & Pipelines

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How to Set Up a Dedicated Email Sending Domain

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Manage Scoring

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Integrations

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Success Center Overview

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