Changelog

Here’s a professional and engaging changelog announcement for your new feature release:

Easily monitor and manage your Customer Success Managers’ time across all your sub-accounts with the brand-new CSM Hours Dashboard in GoCSM.

🆕 What’s New

📊 CSM Hours Overview

Gain visibility into your team’s performance and time allocation with key metrics:

• Total Hours Tracked (This Month & Till Date)

• Total Unused Hours Till Date

• CSM Hours Distribution – visualize Hours Tracked vs Hours Unused

🧾 Sub-Account Timesheet Summary

Get a detailed breakdown per sub-account, showing:

• ⏱️ Total CSM Hours Spent

• 🕓 Remaining CSM Hours

👥 CSM Timesheet Summary

See exactly how your team is spending their time, with logs that include:

• 📅 Date & Time

• 👤 CSM Name

• 🧠 Task Description

• 🏢 Sub-account

• ⏰ Time Used

Easily search by task description or filter by sub-account or CSM name to find specific records instantly.

💡 Why This Matters

• ✅ Improve accountability and visibility into CSM performance

• 📈 Optimize resource allocation based on tracked usage

• 💬 Identify where time is spent to enhance customer support efficiency

📍 Where to Find It

Go to Dashboard → CSM Hours to explore your new centralized hub for time tracking and success management.

Needs help with CSM Hours Dashboard?
Book a success session in your GoCSM Success Center or submit a ticket at help.gocsm.com

Exclusively available to GoCSM Plus subscribers, You can now take action instantly on your users in User Adoption by adding them to a workflow from your GoCSM automations!

🔹 Whether they Need Intro, Need Help, or are Adopted, you can now:

• 🤝 Introduce features to users who need onboarding

• 🛠 Offer support to users who are struggling

• 💬 Request feedback from your active adopters

📥 Select users, pick a workflow, and GoCSM takes care of the rest, no exporting or manual tagging needed.

This opens up powerful automation opportunities to improve onboarding, retention, and engagement, all from one place.

You’ll find this live inside:
Product Adoption → User Adoption → Select Users → Add To Workflow

Try it now and let automations drive your customer success!

Needs help with User Adoption Add To Workflow?
Book a success session in your GoCSM Success Center or send us an email at help@gocsm.com

Collecting feedback just got a powerful upgrade. With a sleek new look and interactive experience, GoCSM now gives you more control and creativity in how you engage customers through the Feedback Widget.

🆕 What’s New

• 🎨 Modern UI & Gradient Branding
  Fresh, updated design with customizable gradients for buttons and widgets, match your brand beautifully.
  

  

• 🎥 Welcome Video Before Feedback (Optional)
  Add a short welcome or thank-you video that plays before the user submits feedback, build trust and set the tone.
  

  

• 🌟 New! Capture Video Testimonials from Happy Customers

  Turn positive feedback into powerful marketing assets. When users leave a high rating, they now have two options:

  • 📹 Submit a Video Testimonial – Let customers record short, authentic video feedback directly from the widget. No extra tools needed!

  • 💬 Write a Text Testimonial – For users who prefer to type out their thoughts.

  This is a game-changer for building trust, generating social proof, and showcasing real customer success stories.

  

• 🎁 Spin the Wheel (Optional)
  Encourage more 5-star feedback with a fun incentive:
  Let users spin a wheel to win a discount after leaving positive feedback.
  

  

• ❌ Let Users Dismiss the Widget
  Users can now intentionally close the widget with a clear “X” icon if they don’t want to provide feedback right now, no forced engagement, just a better experience.
  

  

💡 Why This Matters

• 🚀 Increases engagement and response rates

• 📹 Generates high-quality social proof with video

• 🛍️ Converts satisfaction into retention and rewards

• 🧠 Fully brand-able for GHL agencies

🔜 Coming Soon Enhancements

• 🌐 White-labeled Feedback Request Links
  You’ll soon be able to request feedback externally using your own domain — ideal for email campaigns or customer support follow-ups.

• 🌟 Embed Feedback Anywhere
  Display collected feedback on your website, funnels, forms, or landing pages to boost trust and social proof.

• ⭐ Google & Facebook Review Links
  Prompt satisfied customers to leave public reviews directly on your Google Business Profile or Facebook page — boosting visibility and reputation.

• 🎁 Enhanced “Spin the Wheel” Options
  Offer more flexible reward configurations with Stripe integration, automate discounts, coupons, or credit-based rewards after positive feedback.

Start customizing now in your GoCSM Dashboard → Feedback (NPS) → Customize

Need help enabling the new advanced feedback customization? Book a support session in your Success Center or open a ticket here → help.gocsm.com

You now have full control over how GoCSM calculates Customer Health Scores across your sub-accounts.

🎯 What’s New?

Previously, health scores were locked at:

• 🔹 Login Activity – 30%

• 🔹 Product Adoption – 40%

• 🔹 Feedback (NPS) – 30%

Now, you set the weight for each factor—up to a total of 100%—to align with how you define success for your customers.

🔧 How It Works

• Go to Health > Configure in your GoCSM

• Adjust the sliders for:

  • Login Activity

  • Product Adoption

  • Feedback Sentiment (NPS)

• Hit Save — all your sub-account health statuses will be recalculated instantly

• Use the built-in simulator to test how different scores impact health status before applying them

🧪 Simulate Real Scenarios

Use the Health Status Simulator to:

• Toggle NPS responses from real users

• Check features they’ve used

• Instantly view calculated scores and see if they’re Thriving, Healthy, Steady, or At-risk

💡 Why This Matters

Every business has different success signals.
This feature lets you define your own customer health formula, so your GoCSM dashboard reflects what you care about most.

📍 Navigate to:
GoCSM → Health → Configure to get started.

Need help configuring your Health Scores? Join our training session or visit help.gocsm.com.

You can now display smart, customizable banners inside your customers sub-accounts to guide users who haven’t fully explored your features.

🧠 How It Works

These in-app banners will only appear to users who’ve spent less than 7 minutes on a given feature — ensuring only low-engagement users get nudged without bothering experienced ones.

🛠️ Customize It Your Way

• 🎨 Banner Background Color

• 🔵 Button Background Color

• 📝 Button Text (e.g., Learn More, Try It Now)

• 🔁 Frequency (days) – how often the banner shows

• 📣 Banner Message Text – unique for each feature

• ✅ Enable banners for multiple features at once

💡 Where to Enable

Go to Product Adoption > In-App Banner in your GoCSM to start.

You’ll see:

• A global style editor for colors and frequency

• A feature toggle list to enable banners on Dashboard, Calendars, Contacts, and more

• A preview simulator to see exactly how your banners will look

✅ Benefits

• Increase onboarding & activation for new users

• Improve product adoption without spamming

• Fully brandable for a white-labeled experience

Check it out! Available now in your GoCSM → Product Adoption > In-App Banner.

You can now track your progress toward milestone achievements with the new SaaSPreneur Award Status feature — designed to celebrate growth and motivate your SaaS journey!

🎯 What It Does

This feature provides a visual tracker inside your GoCSM Dashboard showing how close you are to unlocking:

• 🥇 Gold Award – 100 SaaS signups

• 🥈 Platinum Award – 500 SaaS signups

• 💎 Diamond Award – 1000 SaaS signups

🚀 Key Features

• Live Progress Tracking with circular indicators and % progress

• Sequential Award Unlocking – earn each award in order

• Dynamic Labels – shows how many SaaS accounts remain to unlock the next level

• 🐢 Turtle Emoji(Turbo) Motivation – when you're just getting started, you're still moving forward!

• Claim Award Button – instantly jump to the redemption page when eligible

Progress is automatically calculated from your live SaaS sub-account data — no extra setup needed.

💡 Why This Matters

• 🎉 Celebrate Milestones and get recognized for growing your SaaS empire

• 🔁 Stay Motivated with visual encouragement and real-time goals

• 📈 Track Your Growth like a true SaaSPreneur

This feature is now live on your GoCSM Dashboard — start tracking and get ready to claim your first award! 🏆

#GoCSM #SaaSPreneur #Awards #GrowthTracking #SaaSAchievements #DashboardUpdate

Need help reaching your next milestone? Join our training session or visit help.gocsm.com.

Now you can give your clients full visibility into their own account usage—right inside your HighLevel dashboard.

🌟 What’s New:

Your customers can now view:

• Login Activity: See who logged in, when, and for how long

• Feature Total Time Usage: Track how much time each user spent on every feature, with usage level indicators (High, Medium, Low)

• Feedback History: See what users are saying with visual indicators for sentiment

• Total Usage Summary (Coming Soon): Automatically generated metrics for contacts, calendars, funnels, websites, and more

🔧 How to Set Up:

1. Copy your unique embed URL
   (e.g. https://activity.csmconnector.com/subaccount-activity/{{location.id}})

2. Paste it into your Agency Settings → Custom Menu Links in HighLevel

3. Label it "Account Activity" or anything you prefer
   ✔️ That’s it! Your customers will see the “Account Activity” tab directly in their side nav

This self-service experience improves transparency, reduces support tickets, and builds stronger trust with your clients—automatically branded as your own!

GoCSM now detects when a new customer subscription is created in Stripe — in real-time! 🎉

🔄 What’s Included:

• New “Subscription Created” trigger inside GoCSM Workflows

• Automatically maps Stripe data to your Customer Custom Fields

• Accurately identifies Trialing Customers

• New “Trialing” Stage in your Billing + Subscriptions Pipeline

• New “Trialing Customers” list view in your Revenue Dashboard

⚠️ Stripe Integration Required
Make sure your Stripe account is connected to GoCSM to start using this trigger.

This update gives you sharper visibility and automation from the moment a subscription is created!