Question
I want users to receive an email back with a ticket form when they email us instead of submitting a request on our portal. Is it possible to automatically send a form to the requester when they email in a ticket?
Answer
If you send a link that directs users to a ticket form, this creates a new ticket when a customer fills in the form.
As a workaround, create a trigger with an auto-response that asks customers to send the information you want.
To create the trigger
- Create a new trigger
- Add the following conditions under Meet all of the following conditions:
- Object > Ticket > Ticket | Is | Created
- Object > Ticket > Channel | Is | Email
- Under Actions, select:
- Notify by > User email > Object > Ticket | (requester)
- Add the questions you would like them to answer below
- Click Create
Once a user emails you and a ticket is created, they will get a follow up email.