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

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.

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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.

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