Get Started with 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

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

2. Add the following information:

• Your company logo

• Company name

• Business/support email

• Phone number

• Branded domain

2. Configure Email Sending Domain

1. Go to Settings > Email Services in HighLevel.
2. Add your sending domain to match your company/support email. This improves email deliverability.

3. Purchase a Phone Number

1. Navigate to Settings > Phone Numbers in HighLevel.
2. 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:

1. Log in to your GoCSM account.
2. 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)

   • Save your configurations
     
     

Step 4: Enable Scoring

1. Go to Settings > Manage scoring

2. Switch on the "Manage scoring" toggle
   
   

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, email help@gocsm.com

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.

Next Stage:

1. GoCSM Dashboards Overview