Lesson 5: Help Center

In this final lesson, we wraps up the course by focusing on the client help center, emphasizing its importance as a key resource. This lesson serves as a recap of previous lessons and provides guidance on using the help center effectively.

Recap of Key Resources

We highlight three essential bookmarks that clients should have in their Ad Conversion folder:

1. Request Form: For submitting various types of requests.

2. ClickUp: For managing tasks and communication.

3. Help Center: For finding answers to questions and accessing documentation.

Using the Help Center

We explain the importance of the help center and recommend it as the first place to check when clients have questions. We encourages clients to search the help center for documentation before reaching out to their performance marketer on Slack. If the needed information is not available, clients are encouraged to inform Ad Conversion so that the operations team can create new articles to address these gaps.

Navigating the Help Center

• Searching for Information: Clients can type their query into the search bar. For example, searching for “paid media dashboard” will bring up relevant articles, such as how to connect CRM data to the dashboard. Each article includes step-by-step instructions and tutorials.

• Feedback on Articles: At the bottom of every article, clients can give a thumbs-up or thumbs-down based on its helpfulness. This feedback helps the operations team improve the quality and relevance of the help center content.

Examples and Scenarios

We provide examples of common queries, such as setting up offline conversions, and demonstrates how to find relevant articles in the help center.

Recap of the Client Handbook

Briefly recap the topics covered in the client handbook:

1. Navigating ClickUp: Understanding the project management tool and how to use it effectively.

2. Request Form: How to submit requests clearly and efficiently.

3. Navigating Figma: Communicating with the design team and tracking design revisions.

4. Client Help Center: Using it as a primary resource for finding answers and accessing documentation.

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