Tags are a great way to organize your conversations and tickets in Help Scout. By using tags, you can quickly find the information you need and improve your customer support efficiency.


Log into Your Help Scout Account


Access the Help Scout web interface and log in with your credentials.


Open a Conversation

From your dashboard, go to 'Conversations' and click on any conversation from the list to open it.


Manage Tags

When the conversation is open, you'll find the 'Tags' option either at the top or bottom of the conversation screen. Click on it.


Add a New Tag

Within the 'Tags' section, click on the 'Add a Tag' button. Enter the desired tag name and select a color for your tag. Afterward, click 'Create Tag'.


Delete a Tag

Navigate to 'Manage' from the main dashboard, then select 'Tags'. Within the 'Tags' area, locate the tag you want to modify and click on the pencil icon adjacent to it. Adjust the tag's name or color as needed and click 'Save Changes'.


Edit a Tag

To remove a tag, identify the specific tag you'd like to delete within the 'Tags' section. Click on the trash bin icon adjacent to it. A confirmation prompt will be displayed. Confirm your decision by pressing 'Delete'.

Creating and managing tags in Help Scout is a simple process. By following these steps, you can easily add, remove, and edit tags to your conversations and tickets.

Want us to Create and Manage Tags in Help Scout for you?
Use Our Team

By continuing to use this website, you are indicating your consent to our Cookie Policy, which explains how we use cookies to enhance your browsing experience, analyze website traffic, and personalize content.