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How do I add a custom field to a conversation in Help Scout?
If you are using Help Scout as your customer service platform, you may want to add a custom field to a conversation in order to collect additional information from your customers. This could be useful for tracking customer preferences, gathering feedback, or collecting other data that could help you better serve your customers. By adding a custom field to a conversation, you can ensure that you have all the necessary information to provide the best customer experience.
Grace Everwood
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Helpscout
1
Log in to your Help Scout account and navigate to the conversation you would like to add a custom field to.
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Click the “More” button in the top right corner of the conversation.
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3
Select “Custom Fields” from the dropdown menu.
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Click the “Add Custom Field” button.
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5
Enter the name of the custom field in the “Name” field.
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Select the type of field you would like to add from the “Type” dropdown menu.
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Enter the value of the custom field in the “Value” field.
8
Click the “Save” button.
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