Welcome to our guide on using tags for better inbox control on Help Scout. Tags are powerful tools to categorize and prioritize emails, improving your support team's efficiency. In this guide, we'll walk you through the best practices for effectively using tags to streamline your inbox management.
Log into Your Help Scout Account
Begin by logging into your Help Scout account. After logging in, you'll see your dashboard.
Navigate to the 'Mailbox' Tab
Click on the "Mailbox" tab on the left-hand side of the dashboard. This will take you to the list of ongoing conversations.
Open a Conversation
Select an ongoing conversation from the list by clicking on it. This will open the email thread of that conversation.
Access the 'Add Tag' Field
Once inside the conversation, locate the 'Add Tag' field below the customer's name and email at the top of the conversation.
Create and Assign a Tag
Click on the 'Add Tag' field and type in your desired tag. Press Enter to assign the tag to the conversation.
To manage your tags, navigate to 'Manage' > 'Tags' from your main dashboard. Here, you can rename, merge, or delete tags.
Congratulations! You've now mastered the art of using tags for better inbox control on Help Scout. By implementing tag strategies covered in this guide, you'll streamline your support workflow, respond faster, and provide exceptional customer experiences. Continuously optimize your tags to stay organized and deliver top-notch customer support. Happy tagging!