Set-up Emails on Helpscout

Estimated Time of Completion: 1 hour (also needs testing)

Are you using Helpscout in your business? 

Helpscout is what we use here for customer support emails and we LOVE it. 

If you have a new business email you’d like set-up up in your Helpscout account, your Doer can help. 

They’ll connect the back end so you can send and receive emails in your inbox using your business email address.

It’s an annoying job and one you shouldn’t be doing yourself. So outsource this to your Doer and get back to your more high-value tasks.

Source: https://docs.helpscout.com/article/830-get-your-email-into-help-scout

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Add Emails to Helpscout: EM0017'
  • Assign the To-Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task
    • Provide your Doer with access to your Helpscout account and your Web/Email hosting account. (This is required for them to complete this task.)
    • Add in any other notes, copy or requirements that might be relevant
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom.