HelpSpot Advanced Training

These live webinar sessions will provide you with in-depth knowledge on how to maximize your use HelpSpot. Each webinar will include live demos of techniques along with time for questions. Recordings will be posted here after the event: View Webinar Playlist

Building a Knowledge Base and Responses

Apr 12, 2018 11:00 AM - 12:00 PM EST

The knowledge base and responses tools in HelpSpot work hand in hand to provide a streamlined interface for staff to respond to customers quickly with accurate information. In this webinar we will explore how each of these tools can be leveraged to provide you customers with outstanding support.

Status, Categories and Custom Fields

Mar 7, 2018 1:00 PM - 2:00 PM EST

This session will walk through setting up custom statuses, categories and storing extra data in custom fields. We will also explore categories settings, and custom field visibility.

Customizing Email In HelpSpot

Feb 20, 2018 2:00 PM - 3:00 PM EST

An in depth exploration of email templates, mailbox specific templates, customized “from” settings, auto-routing requests created via email and mail rules.

Customizing Portals and Secondary Portals

Jan 24, 2018 3:00 PM - 4:00 PM EST

An in depth walkthrough of setting up secondary portals, editing portals templates and an overview of the GUI settings found in the admin area.