HelpSpot Admin Training

HelpSpot contains many powerful administrative tools. The links and videos below will help you get started.

Want to watch all the of the Admin Training Video Series at once? View the entire playlist.

Categories

In this video we cover the basics of settings up new categories and editing existing ones.

Additional Resources

A Guide to Support Ticket Categorization

Custom Fields

This video explains the basics of setting up a custom field inside of HelpSpot.

Reporting Tags

This video explains the basics of setting up and using reporting tags.

Additional Resources:

Use Reporting Tags to Make Your Request Data Richer

Email Mailboxes

This video covers the basics of setting up email in HelpSpot.

Business Hours

This tutorial will cover setting up business and holiday hours.

Additional Resources:

What To Do When You Are Out Of The Office

Basic Reports

In this video we cover the basics of running reports in HelpSpot. The Todayboard as well as the Requests Over Time report are discussed.

Triggers

This video covers the basics of creating triggers to automate tasks inside of HelpSpot.

Additional Resources:

HelpSpot Automation Explained
Automation Overview

Automation Rules

This video covers a basic example of setting up automations and preventing automation loops.

Additional Resources:

HelpSpot Automation Explained

Tasks2.php explained

Mail Rules

This video covers a basic example of setting up mail rule to automation actions in HelpSpot.

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What do you do?

Customer Service IT Help Desk Maintenance / Facilities Other