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
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.
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.
An in depth exploration of email templates, mailbox specific templates, customized “from” settings, auto-routing requests created via email and mail rules.
An in depth walkthrough of setting up secondary portals, editing portals templates and an overview of the GUI settings found in the admin area.