Tips, Tricks & Best Practices

AKremer
Participant

Ticket Tags

SOLVE

I was curious if anyone utilizes ticket tags to identify something other than high-low priority tickets, specifically for onboarding. 

 

If so, what's the unique way you use ticket tags? How has it helped you or your team preform better?

 

We don't currently utilize ticket tags, but I'm interested in possibily using it. I don't think high-low for onboarding suits our needs, so I'm looking for some inspiration! 😊

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ticket Tags

SOLVE

Hi @AKremer,

 

Here are some things that have proven useful in portals that I administrate:

  • Tags based on the due date (overdue, nearing the SLA, behind SLA etc)
  • Tags based on associated company (key account, long-time customer etc)
  • Tags based on previously voiced sentiments (overall happy customer, overall unhappy customer)
  • Tags based on category, if applicable (high priority tickets, low priority tickets)
  • Tags based on rep activity (flagging lack of activity or lack of scheduled activity)

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Ticket Tags

SOLVE

Hi @AKremer,

 

Here are some things that have proven useful in portals that I administrate:

  • Tags based on the due date (overdue, nearing the SLA, behind SLA etc)
  • Tags based on associated company (key account, long-time customer etc)
  • Tags based on previously voiced sentiments (overall happy customer, overall unhappy customer)
  • Tags based on category, if applicable (high priority tickets, low priority tickets)
  • Tags based on rep activity (flagging lack of activity or lack of scheduled activity)

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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AKremer
Participant

Ticket Tags

SOLVE

That does help! Thanks for the ideas!

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