Batch Responses from the Workspace
HelpSpot’s Batch Response/Edit Request feature saves time and increases productivity by using a single response to reply to multiple requests and/or making Request Detail changes on multiple request at once. Batch Responses can be preformed from any filter including the Inbox and My Queue. Let’s look at My Queue as an example: In My Queue, there are … Read more
Using Filters to Create A Group Inbox
Sometimes companies have a need for multiple Inboxes to efficiently manage their requests. This is especially useful for a company with multiple departments using one installation of HelpSpot. Let’s take a closer look at this scenario. International Consulting Group’s Sales and IT department use the same installation of HelpSpot to manage their daily requests. Each … Read more
Version 2.6 Sneak Peek
We’ve started testing HelpSpot version 2.6 so I thought this would be a good time to showcase some of the changes in the upcoming release. There’s been a lot of subtle under the hood changes, and of course bug fixes, but I picked out some of the more prominent updates in the interface and functionality … Read more
Filter Condition: Relative Dates
Before getting into the good stuff, I’ll start with a quick and dirty Filter 101 for those new to HelpSpot. Filters, in a nut-shell: HelpSpot’s filters allow for the creation of customized request views. These views, or Filters, are defined by the condition(s) that are set. HelpSpot provides over 35 different conditions that can be used … Read more
Exporting Filters to Excel
Did you know HelpSpot can export filter data to Excel? Working with data from HelpSpot in Excel you can more easily: Create graphic representations of filter/report results for presentations. Share HelpSpot data, using a familiar tool, with those outside of the system. Aggregate filter/report data with other external data Work with a view of data that is easy … Read more
