The first steps are a crucial part of the onboarding plan PLEASE DO NOT SKIP 🤓
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. The lower left corner of the app.
You can find more about every single integration and how to connect them in the dedicated category called integrations
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 get the initial data in less than 24 hours, some integrations take a bit longer to get up to speed due to rate limits, overall onboarding density, and account size. Please bear with us if the initial sync might take longer than 24 hours.
⚡️IMPORTANT There is an entire article that explains the initial data pull⚡️
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2) Mapping Data Fields
Most of the mapping will be done automatically but if there are missing fields, you can navigate to the following page in your Ahoy application and start creating these 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 what this would look like. The categories make sure to keep a clear structure of where the data is being pulled from.
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.
📸 This is where you can find it in the member's tab 👉🏼
One perfect example would be to add the amount of Twitter followers
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 superpower 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 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
6) Create your first dashboard
Now that we’ve set the basics of your application, it’s time to hit the dashboards