Home → New Client Setups → Process Overview → HelpSpot Responses

2.2. HelpSpot Responses

Below is a reference for the Responses (canned emails) under the Setup folder.  Set your note to External before using, as some have built in To and Bcc values. 

360

• 360 - Initial client contact to request data for 360.
• 360data - Send login information after data import has been completed.  This will also Bcc Kristin Moore.
• 360nodata - Initial client contact and login information when no data import is needed.  This will also Bcc Kristin Moore.

BackOffice

• bo - Initial client contact to request data for BO.
• bodata - Send login information after data import has been completed.
• bonodata - Initial client contact and login information when no data import is needed.
• fr - For all BO setups after the database has been created; email Kim Ulrey with FundRaiser/cc.com setup information.

VoterManager

• vm - Initial client contact to request data for VM.  (If we will pull VLO data on behalf of the client, a custom email is needed.)
• vmdata - Send login information after data import has been completed.