Creating a Gizmo Guide™

The built-in editor of HubSpot’s Knowledge Base lacks capabilities in several areas including templates, formatting, ease of use. We will use Google Docs to address these deficiencies.

Prerequisites: Access to our Gizmo Cares, Inc. G-suite; Experience with Google Drive, Google Docs, and using Google Templates; Access to HubSpot’s Knowledge Base Dashboard from the Service Menu; Experience with Copy/Paste

Difficulty Level: Nerd

Estimated Time: 15 min

Expected Outcome: Creation of a Knowledge Base article

Tools Required: HubSpot account with Service-level access; GCI G-Suite Account

Steps to Perform

  1. Open Google Docs or Google Drive
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  1. Create a new Document from Template
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  1. Save in Gizmo Guides folder
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  1. Open Knowledge Base Portal in HubSpot under Service Menu

  2. Create a new Knowledge Base Article
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  1. Copy and Paste the sections from the Google Doc to the Knowledge Base Article
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  1. Pick a Category and Publish your Article
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