After the Event
Export your data, read your event reports, manage the post-event access period, and get your leads into your CRM or follow-up workflow.
- 4.1 Exporting your data to ExcelHow to export your captured interactions, what the output file looks like, and what’s included.
- 4.2 Understanding your event reportsWhat each report chart shows and how to use them for post-event analysis.
- 4.3 What your users can do during the post-event access periodWhat’s available after the event ends and what changes once the access period expires.
- 4.4 Importing Helpie data into your CRMHow to get your exported data into Salesforce, HubSpot, Zoho, or other CRM systems.
- 4.5 What happens to your data after the access periodWhat changes when your access period expires and how to ensure you don’t lose anything.
- 4.6 Sending follow-up emails and WhatsApp messagesCurrent follow-up capabilities, workarounds for bulk messaging, and what’s coming next.