Valuecase

Jan Niklas Wick

Learn how to use spaces to collaborate, automate progress, and guide your customers.

Create Spaces for customers

Create a space

Create new pages, edit existing ones incl. rename a page, delete a page and change the page order

Manage pages in a Space (or Template)

Activate a customised popup that greets your customers when visiting your Valuecase spaces for the first time

Welcome Popup

Space settings

info about how to copy, duplicate or clone a space

How to duplicate a Space

Create spaces for customers

Share a space with your customer

Email template to share a space

Guide on how to share spaces incl. restrict access to specific emails or domains & more.

Space access settings

How to add internal users as collaborators to your space.

Add co-workers to your spaces

How to copy links to specific blocks

Share a space

Notify and remind your customers about important tasks and changes

Customer Email Notifications

Buyer E-Mail Notifications FAQ

Showing or unlocking a new page when a task, milestone, action plan, or form is completed

Show a Page When a Task or Form Is Completed

Show or Hide a Block When a Task or Form Is Completed

Email reminders, unlocking new content, and more

Automate your customers' journey

Overview of our commenting and chat functionality - incl. threading, mentioning and task comments

Intro to Comments & Chat

Details about Notifications, Mentions, Subscriptions & Unread status

Managing Comments incl. Notifications

Commenting Inside Tasks (Threaded Task Conversations)

Task Comments

Chat & Comments

Find answers and get help from Intercom Support and Community Experts

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