I can’t see Tags in HubSpot ServiceHub. Why?
When migrating from your source platform to HubSpot Service Hub, you need to set up ticket tags for your pipelines. This way, Migration Wizard can retain the source tags in your HubSpot account.
- To create ticket tags, you need a Service Hub subscription. Starter subscriptions allow tags that apply to all pipelines, while Professional or Enterprise subscriptions enable creating tags for individual pipelines.
- Each account can have a maximum of 10 tags per object, and super admin permissions are required to create or edit object tags.
Here’s how to create ticket tags in HubSpot:
1. Hover over to the Settings icon in the main navigation bar.
2. Go to Objects > Tickets in the left sidebar menu.
3. Click on the Pipelines tab.
4. Select Customize ticket tags.
5. Click on Add tag to create a new object tag.
6. In the right panel, set up the object tag settings:
- Enter a name and an optional description for the object tag.
- Choose a color from the dropdown menu to assign to the object tag.
- By default, an object tag applies to all pipelines. For specific pipelines (Professional or Enterprise only), select Specific pipelines, and choose the checkboxes for the pipelines where you want the object tag to appear.
7. Click Next: Add Filters.
8. Set up filters for when the object tag should appear on a ticket card:
- Click +Add filter to add the first filter group.
- Search for and select a property, then set the criteria based on that property.
- Press +Add filter to add additional criteria within a group. All criteria in a group must be met for the object tag to appear (AND logic).
- Hit +Add filter group to create a new group with its own criteria. At least one group's criteria must be met for the object tag to appear (OR logic).
9. Your changes are saved automatically. To undo changes, click Discard changes. For new object tags, this clears all filters, and for existing object tags, it reverts to the previously set filters.
10. Click Next: Review Tag.
11. Preview how the object tag will appear on a deal or ticket card, review the settings and filters.
12. Finally, click Save to apply the changes.