> For the complete documentation index, see [llms.txt](https://help.usejimo.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.usejimo.com/docs/getting-started/initial-setup.md).

# Initial Setup

Setting up segmentation, environments, themes, team access, and integrations ensures a smoother workflow and maximizes the effectiveness of your experiences.

<table data-card-size="large" data-view="cards" data-full-width="false"><thead><tr><th align="center"></th><th align="center"></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Segments</strong></td><td align="center"><em>Define Custom Attributes</em></td><td>⇒ Leverage Preset Segments</td><td><a href="/files/xqNWbSdMytSldJG8CisC">/files/xqNWbSdMytSldJG8CisC</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#enhancing-user-management-and-targeting">/pages/vJOgVVBXy27usrdl330i#enhancing-user-management-and-targeting</a></td></tr><tr><td align="center"><strong>User imports</strong></td><td align="center"><em>Bulk Upload via CSV</em></td><td>⇒ Ease Targeting &#x26; Testing</td><td><a href="/files/9qUnsrFDtcIoJvkbxHcM">/files/9qUnsrFDtcIoJvkbxHcM</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#enhancing-user-management-and-targeting">/pages/vJOgVVBXy27usrdl330i#enhancing-user-management-and-targeting</a></td></tr><tr><td align="center"><strong>Environments</strong></td><td align="center"><em>Create Separate Domains</em></td><td>⇒ Test Before Launch</td><td><a href="/files/z2ehHj44pLGCIFFe4yGp">/files/z2ehHj44pLGCIFFe4yGp</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#managing-environments">/pages/vJOgVVBXy27usrdl330i#managing-environments</a></td></tr><tr><td align="center"><strong>Themes</strong></td><td align="center"><em>Build a Theme Library</em></td><td>⇒ Faster Creation</td><td><a href="/files/UO0eu1FcN3hlNcVM21O1">/files/UO0eu1FcN3hlNcVM21O1</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#consistent-branding-with-themes">/pages/vJOgVVBXy27usrdl330i#consistent-branding-with-themes</a></td></tr><tr><td align="center"><strong>Team</strong></td><td align="center"><em>Add Team Members</em></td><td>⇒ Set permissions</td><td><a href="/files/AOEoxYMBgET6M9LnVhv1">/files/AOEoxYMBgET6M9LnVhv1</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#team-management-and-permissions">/pages/vJOgVVBXy27usrdl330i#team-management-and-permissions</a></td></tr><tr><td align="center"><strong>Integrations</strong></td><td align="center"><em>HubSpot &#x26; More</em></td><td>⇒ Save Time, Stay Updated</td><td><a href="/files/Y6qGgoTy3Pi8G9udECQL">/files/Y6qGgoTy3Pi8G9udECQL</a></td><td><a href="/pages/vJOgVVBXy27usrdl330i#integrations-for-automation">/pages/vJOgVVBXy27usrdl330i#integrations-for-automation</a></td></tr></tbody></table>

***

### 🎯 Enhancing User Management & Targeting

A well-structured user segmentation strategy ensures that your experiences reach the right audience at the right time.&#x20;

By defining user attributes early, you can precisely tailor interactions, personalize content, and refine targeting to enhance engagement and conversion rates.

**Go to:** <https://i.usejimo.com/segments>

<figure><img src="/files/q5bYaOaLscFhXmVPWazy" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/xqNWbSdMytSldJG8CisC" alt=""><figcaption></figcaption></figure>

⇒ [**Segmentation Setup**](broken://pages/d8v9R2bGwuDtvnAYXHLr)

* **Define Custom Attributes:** Integrate user data to create precise audience segments, making it easier to target the right users with the right experiences.
* **Leverage Preset Segments:** After pushing custom attributes, group users into segments that automatically update as users meet criteria—no manual filtering required.

<figure><img src="/files/9qUnsrFDtcIoJvkbxHcM" alt=""><figcaption></figcaption></figure>

**⇒** [**User Import**](/docs/analyze/users-and-segments/data-management/imports.md)

* **Bulk Upload via CSV:** Don’t wait for users to log in before you can target them. Import user data in bulk (with attributes) to start building tailored experiences right away.
* **Accelerate Targeting & Testing:** Quickly import real or test-user attributes, even before full installation, so you can build and validate experiences on actual data, refining segmentation and logic with confidence.

***

### 🌍 Managing Environments

Setting up dedicated environments from the start allows you to seamlessly switch between staging and production, ensuring your tests are conducted in a controlled space before going live.&#x20;

This setup minimizes risks, provides a real preview of Jimo's impact, and ensures a smoother transition to production without unexpected issues.

**Go to:** [**https://i.usejimo.com/settings/environments**](https://i.usejimo.com/settings/environments)

<figure><img src="/files/r5X7Pquavo6C4G6G1d56" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/z2ehHj44pLGCIFFe4yGp" alt=""><figcaption></figcaption></figure>

**⇒** [**Multiple Domains & Staging**](/docs/settings/environments.md)

* **Create Separate Environments:** Assign domains to different environments (e.g., testing and production) to keep your experiments organized and risk-free.
* **Test Before Launch:** Validate new experiences in a test environment before pushing them live, ensuring a smoother rollout and fewer surprises.

***

### 🎨 Consistent Branding with Themes

Ensuring a cohesive brand experience from the start helps streamline content creation and maintain visual consistency across all interactions.

Predefined themes allow designers to establish a solid foundation of colors, fonts, and styles that can be easily reused, reducing setup time and keeping experiences aligned with your brand identity.

**Go to:** [**https://i.usejimo.com/settings/themes**](https://i.usejimo.com/settings/themes)

<figure><img src="/files/UO0eu1FcN3hlNcVM21O1" alt=""><figcaption></figcaption></figure>

**⇒** [**Design Once, Apply Everywhere**](/docs/build/theme.md)

* **Build a Theme Library:** Establish your brand’s look and feel from the start: colors, fonts, button styles, etc.
* **Faster Creation:** With predefined themes, every new experience you create can be styled consistently in just a click.

***

### 👥 Team Management & Permissions

Adding all necessary team members early ensures smooth collaboration and access control.&#x20;

Whether it's developers for installation, designers for styling, or sales for billing, setting up proper roles and permissions from the start prevents bottlenecks and streamlines workflow management.

**Go to:** [**https://i.usejimo.com/settings/team**](https://i.usejimo.com/settings/team)

<figure><img src="/files/Hb9Lpxw4AEiCvkLwxZ3z" alt=""><figcaption></figcaption></figure>

**⇒** [**Collaborate Seamlessly**](/docs/settings/team-management.md)

* **Add Team Members:** Bring in colleagues, from product managers to designers, and assign roles to maintain clear responsibilities.
* **Set Permissions:** Control who can publish, manage segments, or adjust billing settings, ensuring a secure and efficient workflow.

***

### 🔗 Integrations for Automation

Integrating Jimo with your existing tools, such as CRMs, analytics platforms, or data warehouses, ensures that user attributes stay synchronized and accurate.&#x20;

This allows for seamless automation, enriched segmentation, and better-informed decision-making, making your first use cases more effective right from the start.

**Go to:** [**https://i.usejimo.com/settings/integrations**](https://i.usejimo.com/settings/integrations)

<figure><img src="/files/Y6qGgoTy3Pi8G9udECQL" alt=""><figcaption></figcaption></figure>

**⇒** [**External Data Sources**](/docs/integrations/integration-setup.md)

* **HubSpot & More:** Connect to external tools like CRMs or data warehouses to automatically feed user attributes into Jimo.
* **Save Time, Stay Updated:** Automate data syncing with external sources, keeping user attributes current without manual imports and ensuring accurate segmentation and targeting, even as Jimo interactions feed back into your other tools.