Question
How do I set up email replies to auto-close with messaging directing our end users to our Help Center?
Answer
There is no way to stop requests from being sent by email. However, you can use a workaround to close email tickets and direct your customers to the Help Center.
The workflow described in this article blocks emails from coming into your account. Your agents will still be able to use their email and the agent interface to communicate with their tickets.
This workflow is divided into three sections:
Create a trigger
Create a trigger that closes out the ticket, tags it, and sends back an automated response to direct the user to your help center.
To create the trigger
- Create a new trigger.
- Under Meet ALL of the following conditions, add the below conditions:
- Ticket | Is | Created
- Channel | Is | Email
- In Actions, add:
-
Email user | (requester)
Email subject | Thank you for your request
Email bodyThanks for contacting us. Please make sure to contact us through our Help Center:
-
Add tags |
email_ticket
- Status | Closed
-
Email user | (requester)
- Click, Create.
Now when a customer sends an email, Support responds with an automated email asking the user to create a ticket in your Help Center. The trigger closes the ticket automatically and applies a tag. This tag enables you to keep track of email tickets in your reports.
Deactivate default triggers and ticket CCs
Deactivate the default triggers that send out emails to your customers and ticket CCs to prevent users from responding via email. For instructions on how to deactivate a trigger, see the article: Managing triggers.
Deactivate CCs on tickets, for more information, see the article: Configuring CC and follower permissions.
Use the blocklist feature
Instead of creating triggers, use reject:*
in your email blocklist to reject any email that comes into your account unless it's on the allowlist. For more information, see the article: Using the allowlist and blocklist to control access to Zendesk Support.
9 Comments
We use a macro that has "Do not reply" as the brand. When a customer tries to reply, our trigger recognizes the brand and marks the ticket closed. HOWEVER, if the customer replies 2..3...4 or more times, those replies show up as New tickets. How can I make the trigger stronger so it stops all Do not reply emails from creating tickets?
@...
Are you trying to prevent follow-up tickets to the original ticket or are the subsequent replies creating a brand new request?
The tag added by the email blocking trigger would be inherited by any follow-up ticket being created. I have another trigger that closes any ticket containing that tag. Any reply to a blocked email will automatically be closed by this trigger. The follow-ups do not get through regardless of the number of attempts.
Also, when I create the second trigger which blocks the follow-up ticket I do not include a "Channel" condition.
Here is my trigger: Brand is No Reply, Ticket is Updated, Status Closed.
From Zendesk, I originated an email to my personal email address. From my email account, I replied to the message six times. The first response showed in Zendesk as closed, but the next five were marked New.
Is the "No Reply" brand present on the New tickets? In the ticket events, is there any difference between the first reply and the other 5 replies?
I re-ran the test (I had deleted the first round of tickets) and got this result. The second and third reply don't have the same group/brand.
@...
You might try having both the "Ticket is Updated" and "Ticket is Created" under the "Any" conditions. This blocks all the replies for me.
Is there a way to prevent the blocked tickets from showing up in the users' activities?
The user can see the blocked ticket in their activities and is given the option to create a follow-up ticket. In our configuration, this leads to the follow-up ticket being blocked as well.
Edit: This can be done by creating a "dummy" brand and assigning the tickets to that brand in the triggers.
Is there a way to block all incoming email channel tickets. We don't even want to create a ticket in Zendesk.
You cannot disable the email channel but a workaround to auto-close those tickets created via email channel is discussed in this article. Another option that you can use is the blocklist feature discussed in the same article.
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