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?
You can send a link that directs users to a ticket form as a response using a business rule but this creates a new ticket when a customer fills in the form.
As a workaround, you can use triggers to create an auto-response that asks customers to send the information you want to get.
To create the trigger
- Create a new trigger
- Add the following conditions under Meet all of the following conditions:
- Ticket | Is | Created
- Channel | Is | Email
- Under Actions, select:
- Email user | (requester).
- Add the questions you would like them to answer.
- Click Save.