Setup and Onboarding

The initial onboarding process, prior to launch.

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• How to Automatically Add Live Chats to CRM, HelpDesk, etc.
• Share Google Analytics Access
• Add app-helpflow-net@chat-schedule.iam.gserviceaccount.com as a "User" to both Google Analytics and Google Tag Manager
• Request to add websites to Google Analytics Referral Exclusion list
• Access to HelpFlow Platform
• Update Payment Information
• Share Access to Order Management System with Helpflow
• Add Google Tag Manager to your website and Share with Us
• Add Google Tag Manager code to your theme - (Shopify)
• Share Access to Google Tag Manager with Us
• Zendesk Integration
• Gorgias Integration
• Turn on Enhanced Ecommerce
• Klaviyo Integration
• Sales Tracker