Essential set-up checklist
New
Megan Ollinger
Our fantastic Customer Success team who’s worked with plenty of new users has curated an essential FullStory checklist just for you! They have found the following steps can help make the most out of your experience by maximizing the benefits of FullStory’s features.
Dive into the checklist below to begin unlocking the power of FullStory!
| Value | Method | Benefit | Who-Where |
|---|---|---|---|
| Identify your users | Uniquely identify a user with FS.identify API or FS.setUserVars | Easily track users, even across domains and see their entire journey so you can access personalized user insights and optimize your customer experience. | Engineer - your codebase or tag manager |
| Utilize existing data | Send over and utilize packaged events and properties about your users with FS.event API |
| Engineer - your codebase or tag manager |
| Align and clarify with your internal teams | Best practices: naming conventions | Optimize insights, encourage collaboration, ensure platform consistency and streamline knowledge transfer across your business. | All FS Users (except Guests) - FullStory UI |
| Make your data more meaningful | Name important or highly engaged with elements |
| FS Admin - FullStory UI |
| Assign your own names to user behaviour events | All FS Users (except Guests) - FullStory UI | ||
| Define, configure and name your pages |
| FS Admin - FullStory UI | |
| Understand your users unique experiences | Create segments | Break up your customer base into smaller groups for better targeting, focused analysis and personalized insights into your customers different needs and experiences. | All FS Users (except Guests) - FullStory UI |
| See every story and align your teams | Create dashboards | Custom visualizations of your FullStory data that promotes collaboration and can act as a source of truth across teams and projects. | All FS Users (except Guests) - FullStory UI |
| Visualize, track and prioritize | Create metrics | Gives you the power and flexibility to create, visualize and track key interactions on your product that are meaningful to your business. | All FS Users (except Guests) - FullStory UI |
| Focus your attention and time | Mute dead and rage clicks and prevent incorrect attributing | Whether it's a calendar picker, a gallery carousel or a modal that requires clicking in dead space to close, you can tell FullStory to mute these and then focus on what’s really causing frustrations. | FS Admin - FullStory UI |
| Promote collaboration | Slack integration | Send noteworthy sessions to the Slack channel that’s most helpful to you or your team. If your company is on an Advanced or Enterprise plan, you will also have the option to configure Segment Alerts to be sent via Slack. | All FS Users (except Guests) - FullStory UI |
| Reduce time to resolution | JIRA integration - ticket creation | Easily create a JIRA ticket when you notice a bug or issue in a customer's session, which automatically sends all the details FullStory has about the customers session. | FS Admin and Architect + JIRA credentials - FullStory UI |
| Boost your experience by turbocharging your tech stack | Intercom, Zendesk and Salesforce integrations | Together with FullStory, these integrations can help provide specific, actionable insights to create a more perfect online experience and let you jump into a user's most recent session. You can close tickets in fewer touches while lessening the support burden on the customer. | FS Admin and Architect + Zendesk/Intercom or Salesforce Admin Access |
We’d love to fuel your insights discovery with a coffee on us! Let us know what your goals are below, and we’ll send you a coffee voucher! ☕
1
Comments
0 comments
Please sign in to leave a comment.