How to Set Up GoCSM

Installation and Setup

Setting up GoCSM involves configuring your HighLevel account and then connecting it to GoCSM. Follow these steps carefully to ensure a smooth setup process.

Important Setup Steps Before Using GoCSM

Before you start using GoCSM, you need to configure some essential settings in your HighLevel account:

1. Setup Your Business Profile

• Navigate to Settings > Business Profile in your HighLevel account.

• Add the following information:

  • Your company logo

  • Company name

  • Business/support email

  • Phone number

  • Branded domain

2. Configure Email Sending Domain

• Go to Settings > Email Services in HighLevel.

• Add your sending domain to match your company/support email. This improves email deliverability.

3. Purchase a Phone Number

• Navigate to Settings > Phone Numbers in HighLevel.

• Purchase a support phone number. This will be used for SMS confirmations, notifications, and reminders.

Now that your basic HighLevel settings are configured, let's set up GoCSM:

• Log in to your GoCSM account.

• Go to the Dashboard and select the "Setup GoCSM" dashboard.

Step 1: Custom Links

You'll need to set up several custom links to enable various GoCSM features:

1. Support Feedback Form Link:

   • In GHL, go to Sites > Forms > Builder

   • Copy the Support Feedback preview link

   • Paste it into the corresponding field in GoCSM

2. Task Form Link:

   • In GHL, go to Sites > Forms > Builder

   • Copy the Task Form preview link

   • Paste it into the corresponding field in GoCSM

3. Success Session Calendar Link:

   • In GHL, go to Settings > Calendars

   • Activate the Success Session calendar

   • Copy its permanent link

   • Paste it into the corresponding field in GoCSM

4. Feature Walkthrough Calendar Link:

   • In GHL, go to Settings > Calendars

   • Activate the Feature Walkthrough calendar

   • Copy its permanent link

   • Paste it into the corresponding field in GoCSM

5. Affiliate Sign-Up Link (if applicable):

   • If you're offering an affiliate program (e.g., through First Promoter), paste the signup link in the designated field

Step 2: Integration

1. Follow the integration instructions provided on the Setup GoCSM Dashboard.

2. Connect your HighLevel account to GoCSM as directed.

3. Important: After connecting HighLevel to GoCSM, wait 20 minutes before proceeding to the next step.

Step 3: Connect Stripe and Configure Plans

1. After waiting 20 minutes, log back into your GoCSM Setup Dashboard.

2. Connect your Stripe account as prompted.

3. Configure your service plans:

   • Navigate to Plans Configurations > Services > Add New

   • Add all the services that you offer in your agency (e.g., Dashboard, Automations, Marketing)

4. Set up your plan details:

   • Go to Plans & Packages > Configure

   • For each plan:

     • Select a color

     • Add the services included in that plan

     • Specify CSM hours allowed (if applicable)

Final Steps

Congratulations! You've completed the setup process for GoCSM. Here are a few final notes:

• Double-check that all integrations are working correctly

• Familiarize yourself with the GoCSM dashboard and features

• If you need any assistance, reach out to [e-mail]

Remember, GoCSM is designed to enhance your customer success management within the HighLevel ecosystem. Take some time to explore the features and how they can benefit your agency and customers.