Ynot

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Checklist for New Users

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Review the Ynot support section & complete checklist #

Welcome to Ynot. We put together this quick guide to help you get started with learning to navigate and manage your sales efforts in Ynot.

Step 1: Review Ynot Training #

Once you’ve installed Google Chrome, make sure to log in and review your data. We provide a simple way for you to import a list of users via CSV, Mailchimp or Mixpanel. 

Step 2: Configure Google Chrome and Ynot #

Now its time to confirgure Intercom to be about your product or site.

  1. Customize the Intercom messenger to match your brand.

  2. Group your users by company.

Step 3: Access your account and follow the guide #

Next, you need to configure Intercom so that it’s set up properly for your team.

  1. Set admin permissions

  2. Set up 2fa and Google Sign-On 

  3. Set your notification settings

  4. Enable secure mode to keep your data safe.

Step 4: Customize Intercom to be about your users #

Finally, you need to start sending Intercom data specific to your users.

  1. Send Intercom custom user attributes

  2. Start tracking user events