Working Sessions
Working Sessions allow you to connect directly with the Pingtree support team for real-time, collaborative assistance. Whether you are configuring a complex campaign, setting up an integration, or training your team, a Working Session gets you live, expert help when you need it.
What Are Working Sessions?
A Working Session is a scheduled, screen-sharing collaboration between you and a Pingtree support specialist. Sessions are conducted live and recorded for future reference, so you can revisit the walkthrough at any time.
All session data is synced and saved to your account automatically, and sessions are linked to your organization for easy access.
When to Request a Working Session
Working Sessions are ideal for:
| Use Case | Description |
|---|
| Campaign Configuration | Get hands-on help building or optimizing a campaign from scratch |
| Integration Setup | Walk through connecting third-party APIs, buyers, or data sources |
| Platform Training | Onboard new team members with a guided walkthrough of Pingtree |
| Complex Troubleshooting | Investigate and resolve issues that are difficult to diagnose via ticket |
| Strategy & Optimization | Work with your account team to review performance and improve results |
Working Sessions are especially valuable when you are new to Pingtree or when setting up a new campaign vertical for the first time. A short session can save hours of back-and-forth.
How to Request a Working Session
- Navigate to Support > Working Sessions in your dashboard.
- Click Request a Session.
- Provide a brief description of what you need help with.
- Select your preferred time slots.
- A member of the Pingtree support team will confirm your session.
Alternatively, you can request a session directly through a support ticket by selecting Working Session as the resolution type.
Session Recordings
All Working Sessions are recorded by default. Recordings are:
- Saved automatically to your account
- Accessible from Support > Working Sessions > Session History
- Linked to your organization so your whole team can review them
Share session recordings with new team members as onboarding material — they serve as ready-made training videos tailored to your specific setup.
Viewing Session History
Your full session history is available under Support > Working Sessions. From here you can:
- View a list of all past sessions with dates and topics
- Watch recordings of completed sessions
- Review notes or follow-up actions from each session
Notes
- Sessions are linked to your organization and accessible to all authorized users
- Video sessions are supported for screen sharing and screen recording
- If a session produces follow-up tasks, these can be tracked as support tickets
