Videos and Tutorials
A collection of helpful video tutorials demonstrating how to use all areas of the Helio Platform.
Content Features
Tutorial videos demonstrating what we have in the content dedicated areas of the platform.
Dashboards & Reporting
Tutorial videos demonstrating how to use the Dashboard and Reporting features available in the platform.
Stakeholder Tooling
Tutorial videos demonstrating how to use the Stakeholder tooling features available in the platform.
Exporting
Tutorial videos demonstrating how to download and export from the platform.
Articles
- Using the Helio Help CentreWelcome to the Helio Help Centre! In this video, I provide an overview of our platform, highlighting the library of tutorial videos, FAQs, and documentation available to assist you in using Helio effectively. I demonstrate how to query the platform for answers, such as recording a contact activity entry, and how the AI can provide conversational responses with links to relevant resources. I encourage you to explore the various materials we offer and utilize the AI features to enhance your experience. Your feedback is invaluable as we continue to upgrade and evolve the platform.
- Recording a bug, feature request and submitting feedbackIn this video, I introduce the Helio Feedback Centre, where you can report bugs, request feature improvements, and provide general feedback about our platform. We have three types of forms available: one for bugs, one for feature suggestions, and another for general feedback. I encourage you to provide as much detail as possible when reporting issues or suggesting improvements, as this information will be logged and reviewed by our product and IT teams. Your input is invaluable in helping us enhance your experience. Please take a moment to share your thoughts with us!
- How to update your political preferencesIn this video, I provide a quick overview of how to amend your general political update preferences. To access this feature, simply click on the three-dot icon in the bottom left corner and navigate to settings. From there, you can easily toggle the updates on or off based on your preferences. If you prefer not to receive certain updates, just turn them off. Please take a moment to review your settings to ensure you’re only receiving the information you want.
- Email Merge Set Up & PreviewIn this video, I've outlined some updates to our email merge features which include visibility of recipient emails, selection of email you want to send to (campaign, constituency, or office emails) and a preview button that allows you to see the email's subject, body, and signature before sending, making it quicker and easier to ensure everything looks right.
- EU Policy Email Service OverviewThis short tutorial provides an overview of how the EU policy service works, including the use of AI, different email types and preferences.
- EU Events & Posts Overview This short video provides an overview of the Events and Posts features for our EU clients.