Create and Use Tags

Tags help you group responses and contacts by a useful business label, such as sales follow-up, technical support, or priority.

Before you start

• Sign in with permission to manage HelpGent.
• Decide on a small set of labels that your team can apply consistently.

Create a tag

1. Go to HelpGent → Tags.
2. Select Create Tag.
3. Enter the tag name, choose a color, and select a form in the required Assign to a Form field.
4. Select Create Tag.
5. Use the search field to confirm that the tag appears in the list.

Apply a tag to a response

1. Open HelpGent → All Entries.
2. Open the response you want to organize.
3. Select Add Tag.
4. Choose the tag suggestion.
5. Press Enter or select the checkmark to apply the tag. Choosing a suggestion alone only fills the input.

Use the same tag names across your team. For example, use Needs reply for work that still needs a response and Qualified for a lead that is ready for sales follow-up.

Verify the result

• The tag is visible in Tags.
• The response shows the tag after you commit it with Enter or the checkmark.
• Searching the Tags screen returns the expected label.

Related articles

• View, Search, and Filter Responses
• Manage Contacts and Guests