Prepare Helpie for your Event
Configure your Data Modules (qualification questions), message templates, users, and follow-up actions — and test everything before the event begins.
- 2.0 Returning after a while? A quick refresher (returning admin)Used Helpie before? Your account, users, and content are still here. Three quick steps to get ready for your next event.
- 2.1 Verifying your event in the consoleConfirm your event is listed correctly and understand what event dates and usage dates mean.
- 2.2 Building your Data ModulesCreate custom qualification questions for your booth team using Data Modules.
- 2.3 Setting up message templates (WhatsApp & Email)Create and customise the follow-up templates your booth team uses to message leads.
- 2.4 Configuring assignees and follow-up actionsSet up who’s responsible for follow-up and what the next steps should be.
- 2.5 Setting up Privacy ConsentWhat the consent feature does, when to enable it, and what the “Consent received” toggle means.
- 2.6 Testing your event setup before the showA dry-run checklist to make sure everything works before your team arrives at the venue.
- 2.7 Adding and managing usersHow to add your booth team, manage access, and handle special cases like temporary staff.
- 2.8 Preparing your team: what to tell your booth staffA shareable briefing you can forward to your booth team before the event.
- 2.9 How offline mode and data sync workWhat works without internet, what needs connectivity, and how your data stays safe.
- 2.10 How email and WhatsApp follow-ups work in the appHow follow-up messaging works, which email client is used, and known limitations.