First steps in your account

First steps in your account

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 πŸ€“

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.

You can find more about every single integration and how to connect them in the dedicated category here in 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. 😊

πŸ’‘ 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.

3) Define what you want to see in the member's tab

This is how it looks πŸ˜‰Let's have a look into how you can optimise your view of all the members by choosing exactly what matters.

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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 πŸ€“Β 

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Now tap on the ellipsis dots for the required integration and choose the scoring system

The scoring system is your way of defining ambassadors, lurkers, and passive members.

It is fully customizable to your needs and should be set up as soon as possible to get the best out of your community.

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.

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.

We hope this article helped you to get an idea of what is possible with AhoyConnect.

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.

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