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302 articles found

  • Data Export Options

    In this article In-app Export Options Additional Export Options In-app Export Options Reports Reporting data for selected reports (All Channels, Email, Company, and Happiness) is available to be

  • Enable SSO with Azure AD as the Identity Provider

    Enabling single sign-on (SSO) for your domain within Help Scout allows your Users to easily and securely log in to their accounts. This article will help you get set up if your IdP is Azure AD. For

  • Enable SSO with OneLogin as the Identity Provider

    Single sign-on (SSO) for your domain within Help Scout allows your Users to easily and securely log in to their accounts. This article will help you get set up if your IdP is OneLogin. For more

  • About the Docs Editor

    Our Docs editor makes editing articles a breeze for anyone, no coding skills necessary. This article covers the basics of using the Docs editor to create and edit your Docs articles. The Docs editor

  • Change the Contact on a Conversation

    This is probably not something you'll find yourself doing often, but from time to time you'll need to change a contact on a conversation, allowing you to direct your replies to someone other than the

  • Onboarding Checklist

    Have you been added as a new user on your team's Help Scout account? This guide is for you! Want to watch a 20 minute video overview to get up and running? We've got you covered! Or if you'd rather,

  • Enable SSO With Okta as the Identity Provider

    Enabling single sign-on (SSO) for your domain within Help Scout allows your Users to easily and securely log in to their accounts. This article will help you get set up if your IdP is Okta. For more

  • Use DKIM to Help With Email Delivery

    DKIM stands for DomainKeys Identified Mail. DKIM allows the receiving email server to verify the authenticity of messages sent from your domain, which can help your emails to make it through spam

  • Gather Feedback With Chat Satisfaction Ratings

    Chat satisfaction ratings allow your customers to rate their chat sessions with just a click or two right in Beacon. No follow-up replies needed! This article will show you what this looks like for

  • Auto-forward From a Google Workspace Group

    If you already have a Google Workspace (formerly known as G Suite) Group you've been using, you will need to add your Help Scout email address as a member of the group and you may need to adjust some

  • Capsule

    Capsule is a web-based CRM that helps you track the people and companies you do business with. It's a great tool for tracking conversations (like the ones in Help Scout and elsewhere) and

  • Work With Beacon Modes

    The Mode feature controls how site visitors interact with your Beacon. You can guide folks to get in touch right off the bat, or encourage self-service first, or just start with a more neutral

  • Create and Manage Docs Collections and Categories

    This article will help you understand the basic organizational structure within Docs. You'll also learn how to manage collections and categories. In this article What Are Collections and Categories?

  • Add Beacon to a Shopify Site

    Shopify is an ecommerce platform that has everything you need to sell online. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can plug right into

  • Saved Replies For Chat

    A saved reply is a snippet of text that can be quickly added when chatting with a customer. Using saved replies is a great way to tackle issues that require a standard or simple response. You must

  • Company Profiles and Company List

    NEW Two new features are here to help you zoom out and see the bigger picture: company list and company profile. The company list gives you a bird’s-eye view of all the companies your customers are

  • About the Waiting Sort

    The column Waiting in the folder views aims to give you a quick and accurate read out of how long customers have been waiting for a reply. In most folders across the app, Waiting is the default sort

  • Translate Docs Words and Phrases

    Translate your Docs site into the languages that you customers need, using built in tools and/or integrations. In this article Translate Docs Phrases and Labels Translate Docs Article Contents Use AI

  • Use Routing to Automatically Assign Conversations

    Routing helps your team distribute conversations fairly and efficiently by automatically assigning conversations that land in the Unassigned folder to available teammates. Instead of manually

  • Bounced Email Troubleshooting Wizard

    In email-speak, a bounce happens when your recipient's server rejects your email — meaning the email you sent to your contact won't make it to that contact. Below we offer up a troubleshooting wizard

  • Get Started with Automatic Translations

    Support customers in any language — right inside Help Scout. When Automatic Translations is enabled on a Beacon, customer messages are automatically translated into your team's language, and your

  • Use FollowUpThen to Set Reminders

    FollowUpThen is a super simple email reminder service, and works wonderfully alongside Help Scout. All you need to do is add a specific FollowUpThen email address to the CC or BCC fields when

  • Customer Referral Program

    We're so grateful for the Help Scout love that is shared across the world! Now it's our turn to return the warm fuzzies. If you're a Help Scout customer and know someone in your network who could

  • Snooze Conversations

    Snooze a conversation and set a specified date and time for the conversation to reappear with an Active Status. Snooze is available for all users on all current plans. Not using Inbox yet? Learn how

  • Manual Workflows

    Manual workflows allow you to execute multiple actions on a conversation in just a couple of clicks. This can save your team time as well as ensure consistency across the team. If you're just getting

  • Create a Modal Message

    NEW A modal Message will show over your regular site or web-based app's content, allowing you to place a notice front and center that has to be clicked or dismissed to continue. Use a modal Message

  • 5 Education Best Practices For Maximizing Help Scout

    Through conversations with users in the education space, we see a few different ways those folks use Help Scout. Since every school or university is different we won't go into specifics here, but

  • Use SMTP to Send From Help Scout

    If you are using your own email address with Help Scout, we send email on your behalf via our own Help Scout mail servers by default. You may choose to configure Help Scout to send from your email

  • Create a Standard Message

    You can get really creative and specific with Messages in terms of who sees what Message when. There are many options to explore — get creative and experiment! If you're looking for ideas on other

  • Outgoing Email Settings

    After configuring your Help Scout inbox to use a custom email address, the Account Owner and Administrators with permission to the inbox can also adjust the Outgoing Email settings. Whether you

  • Control Access to a Docs Site With Restricted Docs

    There are many reasons you might want to have a Docs site that isn't open to the public, but is viewable by the people you choose to let in. The new restricted Docs feature introduces the option to

  • Help Scout for Logistics

    Logistics companies rely heavily on communication to manage both customer communication and internal operations. Customers may have questions on their shipments confirmations, seek delivery updates,

  • Add Beacon to a Squarespace site

    Squarespace is an all-in-one solution for anyone looking to create a beautiful website. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can plug

  • Manage Help Scout Notifications

    In this article Enable or Disable Notifications Notification Station Email Notifications Browser Notifications Mobile Notifications Chat Notifications HIPAA Compliance & Notifications (Pro Plan Only)

  • Auto-forward From a Google Workspace Gmail Mailbox to Help Scout

    Google Workspace is a full-featured business email platform that uses the Gmail interface. This article explains how to automatically forward all email from a standard Google Workspace user mailbox

  • Add a Beacon to a Weebly site

    Weebly is a robust website builder with lots of great free templates for displaying your site. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful widget you can

  • Connect Kissmetrics With Help Scout to Track Customer Activity

    Kissmetrics is an analytics tool for tracking activity throughout a customer's lifecycle. Integrating with Help Scout will allow you to track conversation actions along with the other metrics you're

  • Manage Scout Behavior

    Scout’s Behavior settings tell Scout about your company and the people it talks to. You can also choose how long Scout’s replies are, how formal they sound, and whether they include emoji. In this

  • Beacon Embedded Articles

    Embedded Articles allow you to open a Docs Article via any link or button in your web-based app or website, where ever you may need it. There are four different attributes you can choose from to open

  • Add Beacon to a Webflow Site

    Webflow empowers designers to build professional, custom websites in a completely visual canvas with no code. Beacon provides on demand Docs, chat, and an email contact form rolled into one helpful

  • Use Google OAuth to Send From Help Scout

    If you are using your own email address with Help Scout, we send email on your behalf via our own Help Scout mail servers by default. If your custom email address is a full Google Workspace (formerly

  • Why a Knowledge Base Matters

    How do your customers get the help they need? Some will opt to work directly with your team via email or live chat support. Others will prefer finding the answers on their own at anytime without

  • Create a Smart Contact Form With Beacon

    Add custom fields to Beacon to offer your visitors a smarter contact form to touch base with you and set up automations based on the form selections. Custom fields is a feature available to Plus and

  • Move From Zendesk to Help Scout

    Help Scout's built in Import2 feature allows you to import your entire ticket history (and the customer profiles associated with those tickets) from Zendesk into Help Scout. Before you start an

  • Legacy Plan Changes

    We work hard to ensure that Help Scout consistently improves and adds value for your team. As Help Scout evolves, so do the plans and pricing we offer. We aim to be transparent about any plan changes

  • Create CNAME Records at Cloudflare to Work With Help Scout

    There are two instances in setting up Help Scout that you will need to create CNAME records at your DNS hosting provider: if you choose to set up DKIM to help with email deliverability and if you

  • Get Started With Messages

    Messages is a feature that allows you to surface targeted messaging when and where you want it. Messages can help you meet goals like increasing engagement with clients and customers, putting helpful

  • Schedule a Reply to Send Later

    Ever want to write a reply late at night, but don't necessarily want your customer to know that's when you were replying? You can schedule a reply to send later, letting you do the work when you have

  • Create a Banner Message

    Use a banner Message to get your customers' attention with a quick note or alert and a call to action across the top of your site or web-based app, above your regular content. Greet your customers by

  • Help Scout for Agencies

    Visibility into all communication with clients and the statuses of projects is a core need of any agency or consultancy. It is imperative that everyone across the company has access to all of the