Tickets & Conversations

JKohlmeier
Contributor

Autoresponder when ticket is created

SOLVE

Hi friends -

 

I've gotten stuck on something that I expected to be easy as I wade into Service Hub.

 

I'm looking to set up an intial auto response when a ticket is created. Right now if someone emails our info@ address it creates a ticket. When that ticket is first created I want to send a "Thanks for contacting, we got your email, we try to respond to all emails in so many hours, etc." message.

I tried to set up a ticket -based workflow that sends an email based on ticket pipeline stage which works kind of. But the person contacting us has to be a marketing contact already since it's sending a marketing email tempale (maybe this was the wrong path, but I couldn't find a better one in initial searches.)

I also ran into an issue with the auto response went to the contact's main email, even when the ticket originated from a secondary email.

(I emailed from my gmail address which is listed as a secondary address on my contact. So I got the thank you message at my work address - even though the ticket and the reply was associated with my gmail address.)

 

Hoping that someone has solved for this and can give me some direction. Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Autoresponder when ticket is created

SOLVE

Hi @JKohlmeier,

 

There are default ticket received and ticket closed email options in HubSpot, explained here: https://knowledge.hubspot.com/tickets/customize-ticket-pipelines-and-statuses#automate-ticket-status...

 

The big benefit of using these instead of creating your own process is that they're sent as transactional emails, ignoring marketing contact status and unsubscribes.

 

Regarding your second point, this might happen if a later form submission updates the email of the contact. This can be switched off by enabling the "Always create new contact..." option in the Options tab of the form that creates the ticket. (This will however then create multiple contact records.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
JKohlmeier
Contributor

Autoresponder when ticket is created

SOLVE

A follow up question: It looks like you can't customize the transactional email on a per pipeline basis. We have multiple business units running through our account so it would be great to include the appropriate name in the transactional email, but that would be different depending on which pipeline they're running through.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Autoresponder when ticket is created

SOLVE

Hi @JKohlmeier,

 

There are default ticket received and ticket closed email options in HubSpot, explained here: https://knowledge.hubspot.com/tickets/customize-ticket-pipelines-and-statuses#automate-ticket-status...

 

The big benefit of using these instead of creating your own process is that they're sent as transactional emails, ignoring marketing contact status and unsubscribes.

 

Regarding your second point, this might happen if a later form submission updates the email of the contact. This can be switched off by enabling the "Always create new contact..." option in the Options tab of the form that creates the ticket. (This will however then create multiple contact records.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

JKohlmeier
Contributor

Autoresponder when ticket is created

SOLVE

Thank you, Karsten! This is exactly what I was missing.

0 Upvotes