Getting Started

Getting Started with Fulcrum in minutes

Create an Account

  1. Visit the Fulcrum sign-up page: Sign Up (opens in a new tab)
  2. Follow the on-screen instructions to create your account.

Connect Data Sources

  1. Navigate to the Integrations page (opens in a new tab) within your Fulcrum dashboard. See data ingestion docs for a list of supported integrations.
  2. Connect your data sources to bring together a 360-degree view of your customer data.
    • Fulcrum automatically normalizes the data behind the scenes.
    • We recommend connecting at least 2-3 data sources for optimal results.

Setup Automated Customer Segments

AI Settings helps Fulcrum generate automated segments tailored to your business goals.

  1. Once your data sources are connected, navigate to the AI Settings (opens in a new tab) page
    • Fine-tuning helps Fulcrum generate automated segments tailored to your needs.
  2. Input Key Fields
    • Think of this step as data labeling.
    • Specify the fields you use to identify key user activities. The more fields you provide, the better our recommendations will be. For example, Login Field, Activation Point, etc.
  3. Add your product or business goals to inform Fulcrum's automated segmentation modal. Example goals:
    • Activation Goal: Your 'Aha' moment condition.
    • Upgrade Goal: Click event connect to people upgrading their paid plan.

After adding your goals, wait a few minutes for our models to crunch these settings and generate automated segments. Fulcrum will continue to to generate dynamic segments as customer data comes in. You can see these segments here (opens in a new tab).

Manually Create Segments

  1. You can import your existing cohorts and segments. Use Import Segment button.
  • Fulcrum can easily pull your Mixpanel, Heap and Amplitude cohorts as well as bring your existing cohorts from the CSV files.
  • Follow on-screen steps to bring your existing cohorts to Fulcrum.
  1. You can also create manual segments. Use the New Segment button on the Segments (opens in a new tab) page to do this.

Learn more about Adaptable Segmentation

Create Experience Flows

  1. Navigate to the Experiences page (opens in a new tab) within your Fulcrum dashboard.
  2. Use New Expereinces button and follow on screen prompts to create digital experiences in minutes.

Learn more about Experiences

Congratulations, you're now all set to leverage the power of Fulcrum to achieve your business goals!

For more information, visit Fulcrum's Website (opens in a new tab).