You made it.
You have been officially pimped to Ahoy captain.
Now let's have a look at what you should do at the very beginning 🤓
1) Connect your integrations
In order for you to be able to see your data being pulled in, you will have to connect the different integrations you're using. Lower left corner in the app.
You can find more about every single integration and how to connect them in the dedicated category called integrations further down on the mainpage of the knowledge hub.
Once you connect, depending on the integration, the data will be pulled right into the dashboard. Some integrations take longer than others, we ask for your patience. 😊
💡 While we aim to have the freshest data in the market, some integrations are updated only every 8 hours due to rate limits on API level.
2) Mapping Data Fields
Once you’re done connecting your integrations, please let us know so we can start mapping your data.
If for any reasons you don’t want to wait, go to the following page in your Ahoy application and start creating the missing fields. We suggest you create a Main Category with shared member fields between apps and a category for each integration to group the member fields under a handy dropdown.
And this is how this would look like. Simply open the dropdowns if needed along the way.
The more integrations you will connect, the handier this gets. 😉
3) Define what you want to see in the member's tab
This is how it looks 😉Let's have a look into how you can optimise your view of all the members by choosing exactly what matters.
By clicking the window symbol in the upper right corner, you will be able to choose exactly what you want to see when you come to the member's tab. Get in touch with your success manager to define best-in-class models.
4. The scoring system
Ever wondered how to build your list of ambassadors, and how to define and keep track of them? Or simply flag those members that are the least active and work on them? Well, here you go. Please go to the integrations tab.
📸 This is how it looks 👉🏼
The scoring system is your way of defining ambassadors, lurkers, and passive members.
Customize it to your needs and set it up quickly to maximize the benefits of your community.
The scoring system can’t be changed in the first 24 hours after connecting an integration due to the ongoing calculation of thresholds
We've created a dedicated article on how the scoring system works right here.
5) Filters and segments
The filters and segments setup is nested in the Members tab.
📸 As soon as you choose one filter, the Save as a new segment button will appear 👉🏼
This is some serious super power you’ve got there as segments can be used in many
of the reports and will simplify your life.
A segment means basically, a saved set of filters for quick finding, reporting, exporting, and everything that needs to happen regularly. This dedicated article will show you how segments work, and how you can set them up, edit or delete them.
6) Assign tags
We made sure you don't have to assign tags one by one.
This article will show you exactly how you can tag multiple members at the same time
This comes in handy when it comes to flagging internal employees to be excluded on the main dashboard.
Once you flagged a group of members, you will be able to exclude them from the dashboard by using the filtering option.
We hope this article helped you to get an idea of what is possible with AhoyConnect.
If there is anything you would like to change or need help with, please contact your success manager, and in case you don't have one yet, please drop us an email at support@ahoyconnect.com