Tickets & Conversations

HelBle
Participant

Automated Reply to email/ticket

SOLVE

Hello,
I'm trying to set up an auto reply to tickets. If a ticket/email is sent to us, I'd like it to auto reply something like Thanks for reaching out, we will get back to you in X business hours and include the associated ticket number. I found some old asks for this and it looks like that feature may have been depreciated? Is there still a way to use this? 

0 Upvotes
1 Accepted solution
Jnix284
Solution
Hall of Famer

Automated Reply to email/ticket

SOLVE

Hi @HelBle, happy to help!

 

Here are the steps:

 

1 - Open your Settings (widget icon in top right navigation)

2 - on the left sidebar, scroll to Objects and expand the section and click Tickets

3 - Click the Pipelines tab in the middle pane

4 - Choose the pipeline you want to add the automation for

5 - Scroll down a little bit and click Automate:

Jnix284_0-1726007318786.png

6 - Scroll down and expand the "Create workflows from scratch"

7 - then click in the box and it will generate two automations, one to send an email when a new ticket is created and the other when closed. You can edit them as needed from there.

Jnix284_1-1726007428691.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

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2 Replies 2
himanshurauthan
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Automated Reply to email/ticket

SOLVE

Hi @HelBle,

 

To set up an auto-reply for tickets, follow these steps:

  1. Go to Settings (the gear icon in the top-right).
  2. Navigate to Objects on the left sidebar and click Tickets.
  3. Click the Pipelines tab.
  4. Select the pipeline you want to automate.
  5. Scroll down and click on Automate.
  6. In the automation section, expand Create workflows from scratch.
  7. Set up an automation to send an email when a new ticket is created. Customize the email to say something like, "Thanks for reaching out! We will get back to you within X business hours. Your ticket number is [Ticket Number]."

This will ensure an automatic reply goes out with each ticket submission.

 

Best regards!

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes
Jnix284
Solution
Hall of Famer

Automated Reply to email/ticket

SOLVE

Hi @HelBle, happy to help!

 

Here are the steps:

 

1 - Open your Settings (widget icon in top right navigation)

2 - on the left sidebar, scroll to Objects and expand the section and click Tickets

3 - Click the Pipelines tab in the middle pane

4 - Choose the pipeline you want to add the automation for

5 - Scroll down a little bit and click Automate:

Jnix284_0-1726007318786.png

6 - Scroll down and expand the "Create workflows from scratch"

7 - then click in the box and it will generate two automations, one to send an email when a new ticket is created and the other when closed. You can edit them as needed from there.

Jnix284_1-1726007428691.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes