### Create CNAME Record (GoDaddy Example) Source: https://docs.helpscout.com/article/666-dkim This example shows the typical configuration for a CNAME record when using GoDaddy as the DNS hosting provider for Help Scout DKIM setup. It highlights the required fields. ```text Type: CNAME Name: strong1._domainkey.yourdomain.com Value: strong1._domainkey.helpscout.net ``` -------------------------------- ### GoDaddy CNAME Record Example Source: https://docs.helpscout.com/article/42-setup-custom-domain Example of how to set up a CNAME record in GoDaddy to point a subdomain to your Help Scout Docs site. ```text Type: CNAME Name: help.jgclothing.co Value: jg-clothing.helpscoutdocs.com ``` -------------------------------- ### Cloudflare CNAME Record Example Source: https://docs.helpscout.com/article/42-setup-custom-domain Example of how to set up a CNAME record in Cloudflare to point a subdomain to your Help Scout Docs site. ```text Type: CNAME Name: help Target: jg-clothing.helpscoutdocs.com ``` -------------------------------- ### Zendesk Explore Report Setup Source: https://docs.helpscout.com/article/1596-find-contacts-served-in-other-platforms Step-by-step instructions to configure a report in Zendesk Explore to count distinct end-users who had tickets created within a selected period. This involves selecting specific metrics and dimensions. ```text 1. Click the **Reports** icon in Explore 2. Click **New report** in the Reports library 3. Select **Support > Support - Tickets** 4. Click **Start report** 5. Add metrics 6. Select **Users and organizations > End-users** 7. Click **Apply** 8. Change the aggregator for the End-users metric to **D_COUNT** 9. Select **Time - Ticket Created > Ticket Created - Year and Time - Ticket Created - Month** 10. Click **Apply** 11. Filter results by selecting a period ``` -------------------------------- ### Google Domains CNAME Record Example Source: https://docs.helpscout.com/article/42-setup-custom-domain Example of how to set up a CNAME record in Google Domains to point a subdomain to your Help Scout Docs site. ```text Type: CNAME Name: help Data: jg-clothing.helpscoutdocs.com ``` -------------------------------- ### GoDaddy CNAME Record Example Source: https://docs.helpscout.com/article/666-use-dkim-to-help-with-email-delivery An example demonstrating the CNAME record creation process on GoDaddy. It outlines the fields typically presented in GoDaddy's DNS management interface. ```GoDaddy Type: CNAME Name: _strong1._domainkey Value: strong1._domainkey.helpscout.net ``` -------------------------------- ### Markdown Basic Syntax Example Source: https://docs.helpscout.com/article/1499-about-the-docs-editor Illustrates basic Markdown syntax supported by the Docs editor for formatting text. This includes common elements like bold, italic, and lists, adhering to the basic Markdown specification. ```markdown **Bold text** *Italic text* 1. Numbered list item * Bullet point ``` -------------------------------- ### Install Beacon JavaScript Snippet Source: https://docs.helpscout.com/article/1329-control-access-to-docs-using-beacon This JavaScript code snippet is used to install the Help Scout Beacon on your website or application. It initializes the Beacon with specific configurations and should be placed in your site's HTML. ```javascript  // Beacon installation code will be provided here from the Help Scout interface. ``` -------------------------------- ### DKIM CNAME Record Example (GoDaddy) Source: https://docs.helpscout.com/article/666-using-dkim-to-help-with-email-delivery This example illustrates the configuration of a DKIM CNAME record in GoDaddy. It outlines the necessary fields for the record to correctly forward DKIM verification requests to Help Scout. ```text Type: CNAME Name: strong1._domainkey Value: strong1._domainkey.helpscout.net TTL: 1 Hour ``` -------------------------------- ### Google Domains CNAME Record Example Source: https://docs.helpscout.com/article/666-use-dkim-to-help-with-email-delivery An example of how to create a CNAME record within the Google Domains interface. This shows the specific fields and expected input for a DKIM record. ```Google Domains Type: CNAME Name: _strong1._domainkey Data: strong1._domainkey.helpscout.net ``` -------------------------------- ### Example SPF Record Before Help Scout Removal Source: https://docs.helpscout.com/article/58-spf-records This example shows a typical SPF record that includes the Help Scout SPF entry, which can now be safely removed. ```text v=spf1 include:_spf.google.com include:helpscoutemail.com ~all ``` -------------------------------- ### Open Beacon to a Specific Screen Source: https://docs.helpscout.com/article/1406-advanced-beacon-customization This guide demonstrates how to use the `navigate` method in conjunction with the `open` method to direct users to a specific screen within the Beacon when a custom link is clicked. For example, opening directly to the 'Send a Message' screen. ```APIDOC ## Use navigate to Open Beacon to a Specific Screen ### Description Allows opening the Beacon directly to a specific screen or route, such as the 'Send a Message' form. This is accomplished by chaining the `Beacon('open')` and `Beacon('navigate', '/route')` calls within an HTML link's `onclick` event. ### Method HTML Link with JavaScript `onclick` event ### Endpoint N/A (Client-side JavaScript) ### Parameters #### None ### Request Example ```html Send us a Message ``` ### Response #### Success Response (Beacon Opens to Specific Screen) - N/A (The action triggers the Beacon UI to open at the specified route) #### Response Example N/A ``` -------------------------------- ### Create CNAME Record (Google Domains Example) Source: https://docs.helpscout.com/article/666-dkim This example illustrates the format for creating a CNAME record in Google Domains for DKIM verification with Help Scout. It specifies the necessary 'name' and 'data' fields. ```text Name: strong1._domainkey Data: strong1._domainkey.helpscout.net ``` -------------------------------- ### Create CNAME Record (Cloudflare Example) Source: https://docs.helpscout.com/article/666-dkim This example demonstrates how to configure a CNAME record within the Cloudflare DNS settings to facilitate Help Scout's DKIM verification process. It outlines the essential parameters. ```text Type: CNAME Name: strong1._domainkey Target: strong1._domainkey.helpscout.net ``` -------------------------------- ### Docs API for Knowledge Base Migration Source: https://docs.helpscout.com/article/870-a-scouts-guide-to-switching-help-desks The Docs API allows for custom data transfer of knowledge base articles from other providers to Help Scout. This is a DIY project requiring API coding knowledge. ```text The Docs API is available to build a custom data transfer from other knowledge base providers. Keep in mind that this is a do-it-yourself project that will require API coding knowledge. ``` -------------------------------- ### DKIM CNAME Record Example (Cloudflare) Source: https://docs.helpscout.com/article/666-using-dkim-to-help-with-email-delivery This example demonstrates how to set up a DKIM CNAME record in Cloudflare. It details the input format for name and target, ensuring the record directs DKIM checks to Help Scout. ```text Type: CNAME Name: strong1._domainkey Target: strong1._domainkey.helpscout.net Proxy status: DNS only ``` -------------------------------- ### Example SPF Record After Help Scout Removal Source: https://docs.helpscout.com/article/58-spf-records This example shows the modified SPF record after removing the Help Scout specific entry, with Google's SPF entry remaining. ```text v=spf1 include:_spf.google.com ~all ``` -------------------------------- ### JavaScript Beacon Installation Source: https://docs.helpscout.com/article/1356-add-beacon-to-your-website-or-app This is the standard JavaScript code snippet required to install the Help Scout Beacon on a website or web-based application. It should be added to the site's code on pages where the Beacon is intended to appear. Note that the code should only be added once per page. ```javascript This is the standard JavaScript code snippet required to install the Help Scout Beacon on a website or web-based application. It should be added to the site's code on pages where the Beacon is intended to appear. Note that the code should only be added once per page. ``` -------------------------------- ### Create New Help Scout Conversation with Pre-filled Data (URL) Source: https://docs.helpscout.com/article/119-pre-fill This example demonstrates how to construct a URL to create a new Help Scout conversation with pre-filled customer name, email, Cc, Bcc, and subject line. All parameters are optional. ```URL https://secure.helpscout.net/inboxes/[INBOX-SLUG]/conversation/new/?name=Thomas+Anderson&email=email@domain.com&cc=email2@domain.com&bcc=email3@domain.com,email4@domain.com&subject=help+scout+is+the+best ``` ```URL https://secure.helpscout.net/inboxes/[INBOX-SLUG]/conversation/new/?email=email@domain.com ``` -------------------------------- ### Populate Customer Properties with Beacon Identify Source: https://docs.helpscout.com/article/1385-customer-properties This example demonstrates how to use the Beacon identify method to sync customer data, including built-in profile fields like name and email, and custom properties such as 'planName' and 'billing-frequency', to a customer's profile. ```javascript Beacon('identify', { email: 'customer@example.com', name: 'Jane Doe', // Custom properties planName: 'Pro', 'billing-frequency': 'monthly' }); ``` -------------------------------- ### User Pronouns Variable Example Source: https://docs.helpscout.com/article/468-variables Illustrates using a variable to display user pronouns in an inbox signature. The example shows how to include the variable `{%user.pronouns%}` and add surrounding characters for formatting. ```text {%user.pronouns%} ``` -------------------------------- ### Using Identify Method with Customer Properties (JavaScript) Source: https://docs.helpscout.com/article/1477-messages-marketing-teams__ga=2.219214873.1893971808.1662984892-999783069 This JavaScript snippet demonstrates how to use the Identify method from the Beacon JavaScript API to pass customer properties. This allows for audience selection to identify existing customers or tailor experiences based on user data. ```javascript Beacon('identify', { customer_id: '123', email: 'customer@example.com', name: 'Jane Doe', // Add any other relevant customer properties company: 'Acme Corp', plan_type: 'premium' }); ``` -------------------------------- ### Help Scout Advanced Search Combination Example Source: https://docs.helpscout.com/article/47-search-filters-with-operators Illustrates how to combine multiple search filters and operators (AND, OR, NOT) for precise searches, such as filtering by subject, assignee, and tags. ```text _subject:(coffee OR tea) assigned:Josie Gato tag:carrots_ tag:carrots OR assigned:Josie Gato tag:carrots NOT assigned:Josie Gato_ ``` -------------------------------- ### FollowUpThen Reminder Example Source: https://docs.helpscout.com/article/256-follow-up-then Add a FollowUpThen email address to the BCC field to set a reminder. The format `Xd@followupthen.com` will trigger a reminder in X days. ```email Bcc: 2d@followupthen.com ``` -------------------------------- ### DKIM CNAME Record Example (Google Domains) Source: https://docs.helpscout.com/article/666-using-dkim-to-help-with-email-delivery This example shows how to configure a DKIM CNAME record in Google Domains. It specifies the name and value required for the record to point to Help Scout's servers for DKIM verification. ```text Name: strong1._domainkey Type: CNAME TTL: 3600 Value: strong1._domainkey.helpscout.net ``` -------------------------------- ### Help Scout Timeframe Filters Examples Source: https://docs.helpscout.com/article/47-search-filters-with-operators Demonstrates the syntax for using timeframe filters like 'after', 'before', 'between', and 'on' to search for conversations based on their closing or waiting dates. ```text after:2020-01-25 before:2019-12-31 between:2020-07-06&2020-07-10 on:2020-02-05 ``` -------------------------------- ### DNS Lookup for CNAME Record Source: https://docs.helpscout.com/article/666-dkim This example shows how to use a DNS lookup tool like MX Toolbox to verify a CNAME record's configuration. It checks if the specified domain correctly points to the Help Scout CNAME target. ```text Query: strong1._domainkey.yourdomain.com Expected Result: Canonical Name: strong1._domainkey.helpscout.net ``` -------------------------------- ### Interpreting a 'No Mail Hosts for Domain' Bounce Error Source: https://docs.helpscout.com/article/1442-troubleshooting-conversations-in-needs-attention-and-bounces This example shows a specific bounce error message and explains its meaning: the recipient's domain does not exist. It guides the user to check and correct the recipient's email address. ```text unable to route: no mail hosts for domain recipient email address: _pjudge@shirtsandstuff.net_ actual domain: shirtsandstuff.xyz ``` -------------------------------- ### Structure Definition Lists in HTML Source: https://docs.helpscout.com/article/1501-use-html-in-the-docs-editor An example of using HTML definition lists (
) with terms (
) and descriptions (
) to create step-by-step instructions. This structure helps in organizing detailed procedural content. ```html
1
Go to the Winchester.
2
Have a nice cold pint.
3
Wait for this to all blow over.
``` -------------------------------- ### Formatting Variables in Help Scout Templates Source: https://docs.helpscout.com/article/468-work-with-variables Illustrates how to add characters like parentheses around variables in Help Scout templates to format the output, for example, user pronouns. ```Liquid ({%user.pronouns%}) ``` -------------------------------- ### Keyboard Shortcuts for Formatting Source: https://docs.helpscout.com/article/1499-about-the-docs-editor Provides essential keyboard shortcuts for common text formatting actions within the Docs editor, applicable to both Mac (Cmd) and Windows (Ctrl) operating systems. These shortcuts enhance editing efficiency. ```text Bold: Cmd + B / Ctrl + B Italic: Cmd + I / Ctrl + I Underline: Cmd + U / Ctrl + U Create Link: Cmd + K / Ctrl + K ``` -------------------------------- ### Embed Kapwing Video in HTML Source: https://docs.helpscout.com/article/1501-use-html-in-the-docs-editor Example of an embed code for a video hosted on Kapwing, to be used within an HTML block. This code includes iframe attributes for video playback and styling for display. ```html

Video edited on Kapwing

``` -------------------------------- ### Add DKIM CNAME Records (Cloudflare) Source: https://docs.helpscout.com/article/1400-create-cname-records-at-cloudflare-to-work-with-help-scout__ga=2.98692695.874064473.1627997538-1024939178 Creates two CNAME records required for DKIM setup with Help Scout. These records help improve email deliverability. Ensure the 'Proxy status' is set to 'DNS only'. ```Cloudflare DNS Configuration Type: CNAME Name: strong1._domainkey Target: strong1._domainkey.helpscout.net TTL: Auto Proxy status: DNS only ``` ```Cloudflare DNS Configuration Type: CNAME Name: strong2._domainkey Target: strong2._domainkey.helpscout.net TTL: Auto Proxy status: DNS only ``` -------------------------------- ### Markdown Formatting Examples Source: https://docs.helpscout.com/article/1506-whats-new-with-the-conversation-editor Demonstrates how to use Markdown syntax within the Help Scout conversation editor for text formatting. This includes bold, italic, strikethrough, code snippets, blockquotes, numbered lists, and bulleted lists. ```markdown **your text** *your text* ~your text~ `your text` > your blockquote 1. your text - your text ``` -------------------------------- ### Open Docs articles in Help Scout Beacon using JavaScript API Source: https://docs.helpscout.com/article/1282-move-from-intercom This code example shows how to programmatically open a specific Help Scout Docs article within the Beacon interface using the JavaScript API's 'article' method. This is useful for linking directly to relevant help content from your website or application. ```javascript Beacon("article", "ARTICLE_ID_OR_SLUG"); ``` -------------------------------- ### Cloudflare CNAME Record Example Source: https://docs.helpscout.com/article/666-use-dkim-to-help-with-email-delivery This snippet illustrates how to configure a CNAME record within Cloudflare's DNS settings. It highlights the fields relevant for adding external DNS records. ```Cloudflare Type: CNAME Name: _strong1._domainkey Target: strong1._domainkey.helpscout.net ``` -------------------------------- ### Example Bounce Error in Help Scout Source: https://docs.helpscout.com/article/1442-troubleshooting-conversations-in-needs-attention-and-bounces This snippet demonstrates the appearance of a bounce error message within a Help Scout conversation, including the 'View details' link that reveals the specific error from the recipient's server. ```text This email could not be delivered View details ``` -------------------------------- ### Link Social Media Icons in Help Scout Signature (HTML) Source: https://docs.helpscout.com/article/547-create-and-manage-mailbox-signatures This example demonstrates how to link a social media icon to a company's page using an HTML `` tag enclosing an `` tag. Replace the placeholder URLs with your actual image hosting URL and social media page URL. ```html Logo ``` -------------------------------- ### Disable Beacon Notification Sounds Source: https://docs.helpscout.com/article/1406-advanced-beacon-customization This script disables all notification sounds for the Helpscout Beacon. It should be added after the initial Beacon installation code or incorporated into an existing Beacon config call. ```javascript ``` -------------------------------- ### HTML Divider Tag Source: https://docs.helpscout.com/article/1499-about-the-docs-editor Demonstrates the use of the HTML
tag to insert a horizontal rule, which functions as a divider within the Docs editor. This is a standard HTML element for visual separation. ```html
``` -------------------------------- ### Open Edge Notifications Settings Source: https://docs.helpscout.com/article/1227-about-chat-notifications This code snippet provides the URL to access notification settings directly within the Microsoft Edge browser. It allows users to add Help Scout to their allow list for sending notifications. ```plaintext edge://settings/content/notifications ``` -------------------------------- ### Embed Beacon Code in Wix Source: https://docs.helpscout.com/article/1348-add-beacon-to-a-wix-site This snippet shows how to add the Beacon installation code to the 'Body - End' section of your Wix website via the Custom Code feature. Ensure your Wix site is on a paid plan to access this functionality. The code should be pasted into the provided box, named appropriately, and applied to the desired pages. ```html ``` -------------------------------- ### Disable Beacon Pulse Animation Source: https://docs.helpscout.com/article/1406-advanced-beacon-customization This code snippet disables the initial pulse animation of the Help Scout Beacon button. It should be added after the Beacon installation code or incorporated into an existing Beacon config call. The 'enableFabAnimation' configuration option is set to 'false' to turn off the animation. ```javascript ``` -------------------------------- ### Initialize and Show Message with Force Option (JavaScript) Source: https://docs.helpscout.com/article/1345-messages-actions-events-and-audience This snippet demonstrates how to manually initialize and display a Helpscout message using the Beacon JavaScript API. The `force: true` option ensures the message appears every time the page is loaded, overriding other audience or event settings. ```javascript ``` -------------------------------- ### Basic Variable Usage in Help Scout Source: https://docs.helpscout.com/article/468-work-with-variables Demonstrates the standard syntax for using variables in Help Scout templates, such as inserting a customer's first name. ```Liquid {%customer.firstName%} ``` -------------------------------- ### Help Scout Specific Documentation Links Source: https://docs.helpscout.com/article/1140-mailbox-api Provides direct links to key sections of the Help Scout Developer documentation, covering authentication, status codes, endpoints, change logs, rate limits, webhooks, apps, open-source tools, Docs API, and Beacon customizations. ```APIDOC ## Links to Specific Help Scout Documentation ### Description This section provides direct links to essential parts of the Help Scout Developer documentation for various functionalities and resources. ### Documentation Sections * **Developer Documentation Hub:** [https://developer.helpscout.com/](https://developer.helpscout.com/) * **Inbox API:** [https://developer.helpscout.com/mailbox-api/](https://developer.helpscout.com/mailbox-api/) * **Authentication:** [https://developer.helpscout.com/overview/authentication/](https://developer.helpscout.com/overview/authentication/) * **Status Codes:** [https://developer.helpscout.com/overview/status-codes/](https://developer.helpscout.com/overview/status-codes/) * **Endpoints:** [https://developer.helpscout.com/endpoints/](https://developer.helpscout.com/endpoints/) * **Change Log:** [https://developer.helpscout.com/changelog/](https://developer.helpscout.com/changelog/) * **Rate Limits:** [https://developer.helpscout.com/overview/rate-limits/](https://developer.helpscout.com/overview/rate-limits/) * **Webhooks:** [https://developer.helpscout.com/webhooks/](https://developer.helpscout.com/webhooks/) * **Apps:** [https://developer.helpscout.com/apps/](https://developer.helpscout.com/apps/) * **Open Source Tools:** [https://developer.helpscout.com/open-source/](https://developer.helpscout.com/open-source/) * **Docs API:** [https://developer.helpscout.com/docs-api/](https://developer.helpscout.com/docs-api/) * **Beacon Customizations (JavaScript):** [https://developer.helpscout.com/beacon-api/customizations/javascript/](https://developer.helpscout.com/beacon-api/customizations/javascript/) * **Beacon Customizations (Mobile SDKs):** [https://developer.helpscout.com/beacon-api/customizations/mobile-sdks/](https://developer.helpscout.com/beacon-api/customizations/mobile-sdks/) ``` -------------------------------- ### Markdown Formatting for Saved Replies Source: https://docs.helpscout.com/article/18-create-saved-replies-for-fast-answers Demonstrates the Markdown syntax supported by Help Scout for styling text within saved replies, including bold, italics, strikethrough, code, blockquotes, and ordered/unordered lists. No external dependencies are required, as this is a client-side feature. ```Markdown **your text** ``` ```Markdown *your text* ``` ```Markdown ~your text~ ``` ```Markdown `your text` ``` ```Markdown > your blockquote ``` ```Markdown 1. your text ``` ```Markdown - your text ``` -------------------------------- ### Pre-fill Subject for New Help Scout Conversations Source: https://docs.helpscout.com/article/833-help-scout-hack-pack This snippet demonstrates how to construct a URL to create a new Help Scout conversation with a pre-filled subject line. It requires replacing '[INBOX-SLUG]' with the specific inbox identifier. This is useful for creating bookmarked quick-start links. ```text https://secure.helpscout.net/mailbox/[INBOX-SLUG]/new-ticket/?subject=Help+Scout+is+the+best ``` -------------------------------- ### Convert X.509 Certificate to PEM Format Source: https://docs.helpscout.com/article/880-generic-identity-provider This command converts an X.509 certificate from CRT format to PEM format, which is required for uploading to Help Scout if the initial upload fails due to format issues. ```bash openssl x509 -in idpcertificate.crt -out convertedcertificate.pem -outform PEM ``` -------------------------------- ### Set Reminders using FollowUpThen Email Source: https://docs.helpscout.com/article/833-help-scout-hack-pack This explains how to use the FollowUpThen service to set reminders for conversations within Help Scout. By including a FollowUpThen email address in the Cc or Bcc fields of a reply, users can schedule reminders. ```Email Cc or Bcc: _5minutes@followupthen.com_ ``` -------------------------------- ### Help Scout Search: Basic Operators Source: https://docs.helpscout.com/article/47-search-operators Demonstrates basic Help Scout search operators for phrase matching, boolean logic, and wildcards. These operators can be combined with specific filters to refine search queries effectively. ```Search Query "exact phrase" ``` ```Search Query term1 AND term2 ``` ```Search Query term1 OR term2 ``` ```Search Query term1 NOT term2 ``` ```Search Query term* ``` -------------------------------- ### Beacon JavaScript API for Customization Source: https://docs.helpscout.com/article/1356-add-beacon-to-your-website-or-app This section refers to the Beacon JavaScript API, which allows for advanced customization of the Beacon's behavior on websites or web-based apps. Developers can use this API to control when and how the Beacon appears, pass customer information, or open specific Beacon features. ```javascript You can use your own JavaScript to customize how, when, and where you call the Beacon, pass along customer information, use it to automatically open Beacon to a specific screen, or even open Docs articles in a sidebar or modal window, as just a few examples of the things you can do. ``` -------------------------------- ### Help Scout API Access Levels and Rate Limits Source: https://docs.helpscout.com/article/1140-mailbox-api Details on API access levels and rate limits for different Help Scout plans (Standard, Plus, Pro). The Free plan does not include API access. ```APIDOC ## Help Scout API Access ### Description This section outlines the API access levels and rate limits associated with different Help Scout plans. ### Plan Comparison | Plan | Rate Limit | Endpoint Access | |-----------|------------------------|------------------------------| | Standard | Up to 200 calls/minute | No access to reporting endpoints | | Plus | Up to 400 calls/minute | All endpoints available | | Pro | Up to 800 calls/minute | All endpoints available | **Note:** The Free plan does not include access to the API or integrations. ``` -------------------------------- ### Basic Search Operators Source: https://docs.helpscout.com/article/47-search-filters-with-operators Demonstrates basic search conventions for finding data in Help Scout. Includes using quotes for exact phrases, Boolean operators (AND, OR, NOT), and wildcards for partial matches. Wildcards at the beginning of a term may require specific filters for efficiency. ```Help Scout Search Syntax "exact phrase" AND, OR, NOT *wildcard ``` -------------------------------- ### Keyboard Shortcuts for Styling Text Source: https://docs.helpscout.com/article/18-create-saved-replies-for-fast-answers Provides a list of keyboard shortcuts for applying common text formatting styles (bold, italic, underline, lists, links) within the Help Scout saved reply editor. These shortcuts are designed for quick, in-line editing. ```Keyboard Shortcuts Cmd + B ``` ```Keyboard Shortcuts Cmd + I ``` ```Keyboard Shortcuts Cmd + U ``` ```Keyboard Shortcuts Cmd + Shift + 8 ``` ```Keyboard Shortcuts Cmd + Shift + 7 ``` ```Keyboard Shortcuts Cmd + K ``` -------------------------------- ### Greet Customers by First Name - Help Scout Messages Source: https://docs.helpscout.com/article/1466-style-your-message Personalize messages by using the `customer.firstName` variable. This snippet demonstrates how to implement a fallback name when the customer's first name is unknown. ```javascript // Example of using the customer.firstName variable with a fallback // When the message appears, if the customer is identified and their first name is known, it will display their name. // If the first name is unknown, it will display the fallback text. // Usage: (customer.firstName, fallback=there) // For a customer named Rashida: "Hello Rashida." // For an unknown customer: "Hello there." ``` -------------------------------- ### Add Custom Docs Domain CNAME (Cloudflare) Source: https://docs.helpscout.com/article/1400-create-cname-records-at-cloudflare-to-work-with-help-scout__ga=2.98692695.874064473.1627997538-1024939178 Sets up a CNAME record for a custom domain used with Help Scout Docs. The 'Name' field uses the subdomain of your custom domain, and the 'Target' is your Help Scout Docs subdomain. The record must be set to 'DNS only'. ```Cloudflare DNS Configuration Type: CNAME Name: [Your Custom Subdomain] Target: [Your Help Scout Docs Subdomain] TTL: Auto Proxy status: DNS only ``` -------------------------------- ### Variable Usage with Fallback Attribute Source: https://docs.helpscout.com/article/468-work-with-variables Shows how to use the fallback attribute with variables to provide default text when specific data is not available, like a customer's first name. ```Liquid {%customer.firstName,fallback=there%} ``` -------------------------------- ### Troubleshooting CNAME Record Verification Source: https://docs.helpscout.com/article/666-use-dkim-to-help-with-email-delivery Instructions for verifying DKIM CNAME records using MX Toolbox. It specifies the input for the lookup and the expected 'Canonical Name' result to confirm correct configuration. ```MX Toolbox Lookup for: strong1._domainkey.yourdomain.com Expected Canonical Name: strong1._domainkey.helpscout.net ``` -------------------------------- ### CSP Level 1/2 Directives for Beacon Source: https://docs.helpscout.com/article/815-csp-settings-for-beacon This section provides the required CSP directives for Beacon to function on websites using CSP levels 1 or 2. It lists specific sources for various policy types like connect-src, child-src, style-src, etc. ```http connect-src: https://beaconapi.helpscout.net https://chatapi.helpscout.net https://d3hb14vkzrxvla.cloudfront.net wss://*.pusher.com child-src: // only needed if your Docs content includes any of the video sources below https://www.youtube.com https://player.vimeo.com https://fast.wistia.net https://www.loom.com https://share.getcloudapp.com style-src: 'unsafe-inline' https://fonts.googleapis.com https://beacon-v2.helpscout.net font-src: data: https://fonts.gstatic.com https://beacon-v2.helpscout.net base-uri: https://docs.helpscout.net script-src: 'unsafe-inline' https://beacon-v2.helpscout.net frame-src: https://beacon-v2.helpscout.net object-src: https://beacon-v2.helpscout.net img-src: https://*.gravatar.com https://beacon-v2.helpscout.net https://d33v4339jhl8k0.cloudfront.net https://chatapi-prod.s3.amazonaws.com/ media-src: https://beacon-v2.helpscout.net ``` -------------------------------- ### Format Text with Markdown - Help Scout Messages Source: https://docs.helpscout.com/article/1466-style-your-message Learn how to apply formatting like bold, italic, underline, strikethrough, links, blockquotes, code snippets, bulleted lists, and numbered lists using Markdown syntax or keyboard shortcuts within Help Scout Messages. ```markdown **Bold** Wrap your text in `******`, or highlight the text and press `Cmd+B` (`Ctrl+B` on Windows) on your keyboard **Italic** Wrap your text in `*****`, or highlight the text and press `Cmd+I` (`Ctrl+I` on Windows) **Underline** Wrap your text in `++`, or highlight the text and press `Cmd+U` (`Ctrl+U` on Windows) **Strikethrough** Wrap your text in `~` (tilde), or highlight the text and press `Option+Cmd+S` (`Alt+Ctrl+S` on Windows) **Link Text** Wrap your text in brackets and then follow it immediately with the URL in parentheses. For example, `[The Help Scout Blog](https://www.helpscout.com/blog/)` would give you The Help Scout Blog. Or highlight the text and use the `Cmd+K` (`Ctrl+K` on Windows) keyboard shortcut. **Blockquote** Start a line with `>` (the greater than symbol) to set quoted text, or use the shortcut menu option **Blockquote**. **Code** Wrap your text in ` ` ` (backtick) for inline code snippets, or choose **Code** from the shortcut menu to use a code block. **Bulleted List** Type `-` or `*` to start a bulleted list or choose **Bulleted list** in the shortcut menu. **Numbered list** Type `1.` to start a numbered list or choose **Numbered list** in the shortcut menu. ``` -------------------------------- ### Help Scout Notification Commands Overview Source: https://docs.helpscout.com/article/43-email-commands This snippet summarizes the commands used in Help Scout for interacting with customer notifications. Each command has a specific function, such as sending replies, adding internal notes, assigning users, or managing tags and recipients. Some commands have specific usage requirements, like '@note' needing to be followed immediately by note content. ```text Command | Values ---|--- | text with no command is sent as a reply to the customer @note | notes are visible only to other Help Scout Users @assign | first/full name of another user, email address of another user, full name of a Team (requires the Teams feature) @me | no value required, assigns to yourself @status | active, pending, closed, spam @active, @pending, @closed, @spam | no value required, sets the status accordingly @tag | add one or more tags, each separated by a comma @cc | any valid email address, separate multiple with commas (note: should not be used alongside @note) @bcc | any valid email address, separate multiple with commas @subject | whatever you want the new subject to be @nocc | Help Scout is "Reply All" by default, but you can use this command to remove any Cc'd parties on the reply. @nobcc | If auto bcc is enabled in your user profile, use this command to prevent it from applying to a specific message. ``` -------------------------------- ### Troubleshooting DKIM Verification with MX Toolbox Source: https://docs.helpscout.com/article/666-using-dkim-to-help-with-email-delivery This snippet describes how to use MX Toolbox to verify DKIM CNAME records. It explains what the expected 'Canonical Name' result should be when checking the `strong1._domainkey.yourdomain.com` record. ```text Lookup `strong1._domainkey.yourdomain.com` Expected Canonical Name: `strong1._domainkey.helpscout.net` ``` -------------------------------- ### Help Scout Custom Docs Domain CNAME (Cloudflare) Source: https://docs.helpscout.com/article/1400-create-cname-records-at-cloudflare-to-work-with-help-scout Sets up a CNAME record in Cloudflare to use a custom domain for Help Scout Docs. The 'Name' is the subdomain of your custom domain, and the 'Target' is your Help Scout Docs subdomain. ```Cloudflare DNS Configuration Type: CNAME Name: [your_subdomain] Target: [your_helpscout_docs_subdomain].helpscout.net TTL: Auto Proxy status: DNS only ``` -------------------------------- ### Apply Responsive Classes to Video Embeds Source: https://docs.helpscout.com/article/1501-use-html-in-the-docs-editor Demonstrates how to wrap a video embed code with a section that has 'video' and 'widescreen' classes. This is used to ensure videos display correctly across different screen sizes. ```html
VIDEO EMBED CODE GOES HERE
``` -------------------------------- ### Set Custom Article Suggestions with Beacon JavaScript Source: https://docs.helpscout.com/article/1264-content-suggestions-by-url This snippet demonstrates how to use the Beacon JavaScript API to set custom suggested articles or links. It requires the Beacon JavaScript to be included on your page. The `Beacon('suggest', suggestions)` method is used to apply the suggestions. ```javascript Beacon('suggest', [ { 'title': 'How to set up suggestions', 'url': 'https://docs.example.com/setup' }, { 'title': 'Linking to external sites', 'url': 'https://www.external-example.com' } ]); ``` -------------------------------- ### Set Custom Content Suggestions with Beacon JavaScript Source: https://docs.helpscout.com/article/1264-customize-content-suggestions-in-beacon Use the Beacon JavaScript API to programmatically set suggested articles or links based on custom criteria. This allows for dynamic content delivery tailored to user behavior or specific page contexts. The `Beacon('suggest', suggestions)` method is used for this purpose. ```javascript Beacon('suggest', [ { "type": "doc", "id": "article_id_1" }, { "type": "web", "url": "https://www.example.com", "text": "Visit our website" } ]); ``` -------------------------------- ### Basic Search Operators Source: https://docs.helpscout.com/article/47-search-filters-with-operators__ga=2.232625503.175449886.1652186376-1024939178 Demonstrates the use of standard search operators for exact phrase matching, boolean logic, and partial matching. These operators enhance the precision of full-text searches. ```text Search for an exact phrase: "help scout" Use Boolean operators: (support OR sales) AND urgent (invoices OR billing) NOT paid Use a wildcard for partial matches: subject:cust* ``` -------------------------------- ### CSP Strict Level 3 Configuration for Beacon Source: https://docs.helpscout.com/article/815-csp-settings-for-beacon This snippet shows the Content Security Policy header configuration for strict CSP level 3, including the 'nonce-{random}' attribute for script tags to enable Beacon. ```nginx Content-Security-Policy: object-src 'none'; script-src 'nonce-{random}' 'unsafe-inline' 'unsafe-eval' 'strict-dynamic' https: http:; base-uri 'none'; report-uri https://your-report-collector.example.com ``` -------------------------------- ### Trigger Workflow from Beacon Notes Contain Condition Source: https://docs.helpscout.com/article/833-help-scout-hack-pack This snippet shows how to set up a workflow condition in Help Scout to trigger actions based on text contained within the notes of conversations originating from a specific Beacon. It demonstrates using the 'Notes Contain' condition to filter conversations. ```Help Scout Workflow Body > Notes Contain Add text from the note that Beacon leaves for your condition. For example, if you wanted to catch every conversation that came from your Beacon named _Sales Beacon_ , it would look like this: "Sales Beacon" ``` -------------------------------- ### Custom Button or Link to Open Beacon Source: https://docs.helpscout.com/article/1406-advanced-beacon-customization This section explains how to create a custom button or link to trigger the opening of the Help Scout Beacon. It involves hiding the default button in Beacon settings and using a specific HTML link with an onclick event to call the Beacon('open') method. ```APIDOC ## Use a Custom Button or Link to Open Beacon ### Description Create a custom menu item or button that visitors can click to open the Beacon, rather than having it open automatically. This is achieved by hiding the default Beacon button in the settings and using a provided HTML link that calls the `Beacon('open')` method. ### Method HTML Link with JavaScript `onclick` event ### Endpoint N/A (Client-side JavaScript) ### Parameters #### None ### Request Example ```html LINK TEXT or IMG SRC HERE ``` ### Response #### Success Response (Beacon Opens) - N/A (The action triggers the Beacon UI) #### Response Example N/A ``` -------------------------------- ### Help Scout Conversation URL Format Source: https://docs.helpscout.com/article/11-understand-conversation-icons-and-colors This is the standard format for a Help Scout conversation URL. It includes a unique conversation ID and a conversation number for referencing specific discussions. ```text https://secure.helpscout.net/conversation/{conversationId}/{conversationNumber} ``` -------------------------------- ### Open Beacon to a Specific Screen Source: https://docs.helpscout.com/article/1406-advanced-beacon-customization This code snippet shows how to open the Help Scout Beacon to a specific screen, such as the 'Send a Message' screen. It uses the 'Beacon('open');' method combined with the 'Beacon('navigate', '/ask/message')' method to direct the user to the desired route within the Beacon. This is useful for call-to-action links. ```html Send us a Message ``` -------------------------------- ### Regex for ACS URL Validation in OneLogin Source: https://docs.helpscout.com/article/879-enabling-sso-with-onelogin-as-the-identity-provider This regular expression is used in OneLogin to validate the Assertion Consumer Service (ACS) URL for the Help Scout SAML application. It ensures that the URL conforms to a standard format. ```regex [-a-zA-Z0-9@:%._\+~#=]{2,256}\.[a-z]{2,6}\b([-a-zA-Z0-9@:%_\+.~#?&//=]*) ``` -------------------------------- ### Shopify: Embed Help Scout Beacon in header.liquid Source: https://docs.helpscout.com/article/1351-add-beacon-to-a-shopify-site This snippet shows where to paste the Help Scout Beacon embed code within the `header.liquid` file of a Shopify theme. It should be placed directly above the `{% schema %}` tag. Ensure correct placement to avoid errors. ```liquid // Paste your Help Scout Beacon embed code here {% comment %} Example Beacon embed code: {% endcomment %} {% schema %} // Existing Shopify theme schema {% endschema %} ``` -------------------------------- ### CSS for Retina-Friendly Logo Source: https://docs.helpscout.com/article/79-retina-logo This CSS code snippet is used to display a logo as a background image, ensuring it appears crisp on high-resolution (retina) displays. It requires replacing 'XXpx' with the desired dimensions and 'path/to/image' with the actual image URL. The `background-size: 100%;` property helps scale the image appropriately. ```css #mainNav .brand span { display: inline-block; text-indent: -9000px; width: XXpx; height: XXpx; background: url(path/to/image) no-repeat 0 0; background-size: 100%; } ``` -------------------------------- ### Help Scout Advanced Search Operators Source: https://docs.helpscout.com/article/47-search-filters-with-operators__ga=2.232625503.175449886.1652186376-1024939178 Illustrates how to combine multiple search filters using logical operators like OR and NOT for more precise search results. Default behavior uses AND. ```Help Scout Search Syntax subject:(coffee OR tea) assigned:Josie Gato tag:carrots ``` ```Help Scout Search Syntax tag:carrots OR assigned:Josie Gato ``` ```Help Scout Search Syntax tag:carrots NOT assigned:Josie Gato ``` -------------------------------- ### Help Scout Search: Customer Filter Source: https://docs.helpscout.com/article/47-search-operators Filters conversations based on customer names. Allows searching for exact customer names, exact phrases, or partial matches. ```Search Query customer:Eliot ``` ```Search Query customer:"Eliot Rosewater" ``` -------------------------------- ### Sending Customer Replies in Help Scout Source: https://docs.helpscout.com/article/67-respond-to-email-notifications-to-take-action-in-help-scout Any text entered without a command is sent as a reply directly to the customer. This text is visible to the customer. ```text Thank you for your message. We will get back to you shortly. ``` -------------------------------- ### DKIM CNAME Record Format Source: https://docs.helpscout.com/article/666-use-dkim-to-help-with-email-delivery This snippet illustrates the required format for DKIM CNAME records. The 'Name/Host' field should contain the specific subdomain and your domain, while the 'Value/Target' field points to the corresponding Help Scout domain. ```DNS Name/Host: strong1._domainkey.yourdomain.com Value/Target: strong1._domainkey.helpscout.net ``` ```DNS Name/Host: strong2._domainkey.yourdomain.com Value/Target: strong2._domainkey.helpscout.net ``` -------------------------------- ### Help Scout Custom Search URL Construction Source: https://docs.helpscout.com/article/47-search-filters-with-operators Provides the base URL structure for creating custom search queries in Help Scout, showing how to append search terms. ```text https://secure.helpscout.net/search/?query=search+term ``` -------------------------------- ### Log custom fields to Help Scout sidebar using Beacon JavaScript API Source: https://docs.helpscout.com/article/1282-move-from-intercom This snippet demonstrates how to log custom user data, such as 'role' or 'plan', to the Help Scout sidebar using the Beacon JavaScript API's 'identify' method. It's essential for enriching customer context within the sidebar. Secure Mode should be enabled for secure data handling. ```javascript Beacon("identify", { email: "customer@example.com", name: "Customer Name", customFields: { role: "Pro", plan: "Premium" } }); ``` -------------------------------- ### Enable Image Lightbox with 'lightbox' Class - HTML Source: https://docs.helpscout.com/article/1501-use-html-in-the-docs-editor Adds a 'lightbox' class to an image link to allow users to click the image and view it in its full size. Images are automatically resized by Docs. Recommended to use with `
` and `
` for captions. ```html
Click to see a larger version
``` -------------------------------- ### Specialize Auto Replies with Workflow Conditions Source: https://docs.helpscout.com/article/833-help-scout-hack-pack This demonstrates how to customize auto-replies in Help Scout using workflows. It involves disabling the default auto-reply and creating a workflow with specific conditions (e.g., excluding email addresses or differentiating based on contact source) and the 'Send Email to the Customer' action. ```Help Scout Workflow Action: _Send Email to the Customer_ ``` -------------------------------- ### Reset Help Scout Tags Local Storage (JavaScript) Source: https://docs.helpscout.com/article/13-create-and-manage-tags This JavaScript snippet is designed to be run in a browser's developer console within a Help Scout conversation. It clears the 'Tags-List' key from local storage, which helps resolve issues with recently added tags not appearing or being searchable. Ensure you are within a conversation context for the command to function correctly. ```javascript HS.Utils.LocalStorage.deleteKey('Tags-List'); ``` -------------------------------- ### Embed Help Scout Articles in Various Formats (HTML) Source: https://docs.helpscout.com/article/1353-beacon-embedded-articles These HTML snippets demonstrate how to embed Help Scout articles using different data attributes to control their display. Each attribute corresponds to a specific display method: default Beacon, inline popover, sidebar, or modal. Replace 'ARTICLE_ID' with the actual ID of the article you want to display. ```html ``` -------------------------------- ### Add Border and Background for Categories Source: https://docs.helpscout.com/article/835-css-styles-to-snag Styles the categories list in Docs, adding a white background and a bottom border. Allows customization of background and border colors using hex codes. ```CSS .category-list .category { background-color:#FFFFFF; border-bottom: 1px solid #DBDBDB; border-radius: 3px; border-left:0; border-right:0; border-top:0; } ```