Follow these 6 steps and you’ll get your Help Scout account up and running in no time. If you’d like to get a full tour of Help Scout and all its features, attend one of our weekly live demos or take a video tour.
- By the end of step 3: You’ll be up and ready to serve customers
- By the end of step 6: Your team will be smiling and at their most productive.
The 6 steps to setup success
- Get your email into Help Scout
- Customize your Mailbox
- Collaborate with a friend
- Get organized and optimized
- Integrate your favorite apps
- What’s up, Docs?
When you unzip the downloaded file, you will see a bunch of folders. The most important one is the THEME folder which contains the installable theme.
Parent Theme Installation
When you unzip the downloaded file, you will see a bunch of folders. The most important one is the THEME folder which contains the installable theme .ZIP.
Child Theme Installation
If you don’t know what a WordPress child theme is, please read this article in the WordPress codex. The article also explains how to create a child theme, but don’t worry, the Lore child theme is already included in the package.
This documentation assumes that you are running the child theme, so it is highly recommended to install it. The Child theme .ZIP can be found in Child Theme folder. Install it in exactly the same way as parent theme, described in previous steps.
Once you have both parent and child themes installed, you need to activate the child one.
“The confirmation code is sent immediately but can take up to 10-15 minutes to arrive, depending on your email provider. If you have not received the code within 15 minutes, check any Spam or Junk Email folders or quarantines your provider may have in place.
You may need to reach out to your IT team or email admin to have them add helpscout.com and helpscout.net to your allowed senders or whitelist and try again!”Bill Gates
This has one big advantage – you can choose which one you need. For example, if you don’t need the FAQ functionality for your site (or you plan to use a 3rd party plugin for that), there is no reason to install the LSVR FAQ plugin. But let’s do a quick overview of all of those plugins so you can decide for yourself which ones you need.
This has one big advantage – you can choose which one you need. For example, if you don’t need the FAQ functionality for your site (or you plan to use a 3rd party plugin.
Recommended 3rd Party Plugins
Here is a list of some useful 3rd party plugins. You can install them by typing their name in the search box under Plugins / Add New:
Wordfence Security – very popular WordPress security plugin.
W3 Total Cache – a must-have caching plugin.
bbPress – the most popular forum plugin, it was used to create a forum section on the demo. This theme comes with a custom styling for bbPress plugin.
Contact Form 7 – great plugin for creating simple contact forms. It was used to create a contact form on the Contact demo page.
Intuitive Custom Post Order – allows you to reorder your posts and categories via drag & drop.
TablePress – plugin for creating custom tables.