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Help Center

Your Account

Your Account

Contacts & Lists

Creating and managing users (2 mins)

Who can create a send list?

How do I create a criteria based list based for my contacts?

Who can create a contact list?

How do I create a list based on specific contacts?

How do Admins share lists with each other?

How do I use a list?

Criteria and Segmentation

How to add a new user in goHappy

Reviewing and Understanding Your Data (3 mins)

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Notifications & Calendar

What will the notification emails look like?

How do I view details of the calendar items?

When will digests be sent to my email?

Will Non-Admin (Manager) users have access to access and get notified about items they have permission to view?

How do I access my notification preferences?

What type of information will display on my calendar?

How do I know what activities are new since my last visit?

How do I ensure I receive important emails from goHappy?

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FAQs

How to update a team member's phone number

How do I cancel my subscription?

How do I report a problem?

What systems does goHappy integrate with?

In which countries is goHappy available?

How to access goHappy when my link has expired

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