Activity Monitoring in GoCSM: The Complete Guide

Let's talk about one of the coolest parts of GoCSM - how it helps you understand what your customers are actually doing with your service. Think of it as having a really attentive team member who notices everything important about your customers' behavior and gives you a heads-up at just the right time.

Login Activity: Catching the Early Signs

Remember how a good friend notices when you haven't called in a while? That's exactly what GoCSM's login tracking does for your customers. It's like having a friendly assistant who tells you, "Hey, we haven't seen Sara's team log in for a few days - might want to check in on them!"

Here's how this friendly monitoring system works:

When customers are logging in regularly (today), they're in the "Active" group - everything's great! After a day without seeing them, they move to "Idle" - kind of like when your friend hasn't replied to your text for a day. No big deal yet, but worth noting.

But here's where it gets important: if seven days go by without a login, they enter "Inactive" status. That's when GoCSM taps you on the shoulder and says, "Hey, you might want to reach out to this customer." It's that perfect moment when you can step in before a small gap in engagement becomes a bigger issue.

Feature Usage: Understanding Their Journey

Now, this is where GoCSM really shows its expertise. It's not just about seeing who shows up - it's about understanding what they're doing when they're here. 

When someone spends seven minutes using a feature (like Contacts or Calendar), that's when we know they're really using it, not just clicking around. It's like the difference between someone browsing through a cookbook versus actually cooking a meal - those seven minutes tell us they're really engaging with the tool.

But here's the really smart part: GoCSM also notices when customers aren't using certain features. And different features have different "we should check on this" timeframes:

Automation and Opportunities? Those are super important, so GoCSM gives you a heads-up after just 5 days of non-use. It's like saying, "Hey, these are crucial tools for your customer's success - might want to make sure they're getting the most out of them!"

Other features have their own timelines: 

- Calendars after 7 days

- Contacts after 8 days

- Marketing after 14 days... and so on!
(you can check the complete list here)

Every 45 days, GoCSM does a check-up again on that feature.

Smart Lists: Making Sense of It All

Now, all this tracking is great, but GoCSM doesn't just collect information - it helps you use it wisely through Smart Lists. Think of Smart Lists as your customer success command center. They automatically organize your customers into groups that make sense:

From Premium Users, Happy Users, Inactive Users...(here is the list for this one) 

The real magic happens when you start mixing and matching these lists. For example, you might want to look at who's both Very Happy AND logging in regularly - those are your super-engaged customers who might be ready for more advanced features.

Putting It All Together

The beauty of GoCSM's activity monitoring is how all these pieces work together to give you the full picture. It's like having a team of really observant assistants who all talk to each other:

One notices login patterns, another keeps track of which features are being used (or not used), and another organizes everything into smart, actionable lists. Together, they help you know exactly when and how to reach out to your customers.

For instance, if Sara's team (who usually logs in daily) suddenly goes quiet for a few days, GoCSM helps you understand:

• What features they were using most before
• Which tools they might be missing out on
• Their overall satisfaction level
• The best way to reach out and help

A Little Extra Magic: Custom Menu Tracking

Another One of GoCSM's most helpful features is custom menu link tracking. It's like having x-ray vision into how your customers use those special navigation shortcuts you've created for them

When you create custom menu links in HighLevel - GoCSM tracks how your customers use them. 

This insight helps you answer important questions about your custom navigation:

• Did they click that special shortcut you made? 
• Which custom links are most popular?
• Are they finding their way to the most important tools?

Remember: All this monitoring isn't about watching over shoulders - it's about being there with the right help at the right time. It's about turning data into meaningful relationships and better customer experiences.

Want to make the most of these tools? Start each day with a quick check of your inactive users. Then use your Smart Lists to guide your day's outreach. Before you know it, you'll be catching potential issues before they arise and helping your customers get more value than ever from your service!