JavaScript muss installiert und aktiviert sein, um diese Boards verwenden zu können. JavaScript ist in Ihrem Browser deaktiviert oder Ihr Browser unterstützt kein JavaScript. Einzelheiten zur Aktivierung von JavaScript finden Sie in der Hilfe zu Ihrem Browser.

Tickets & Conversations

Im Forum Tickets & Conversations nach Lösungen suchen oder eine Frage stellen

KNguyen0 on April 10, 2024

Possible to link a template to a client or property value?

Hi All, We use templates to initialise conversations with our clients. Some clients require different information so we created multiple templates to accommodate this. Is there a way to link this template to certain NSIDs or clients? Ju Beitrag ansehen

Antworten Conversations Templates Tickets

0 Likes

3 Antworten

RSchweighart

Stratege/Strategin

April 15, 2024 15:16

Hi @KNguyen0 , Have you tried using personalization tokens? Here's a help article explaining how to use them: https://knowledge.hubspot.com/c...Beitrag ansehen

ESarduy on August 21, 2023

WhatsApp Integration Automated Workflow

Hello, I have WhatsApp integrated into my account and we are advertising with WhatsApp via Meta. The conversations come through Hubspot's Inbox however they come in as "Unnknown Visitors" as they are not contacts yet. I want to create an automation Beitrag ansehen

Antworten Chat Conversations How-To Integrations Templates Workflows

0 Likes

3 Antworten

ESarduy

Teilnehmer/-in

August 22, 2023 14:45

Hi, thank you for your reply. I have templates ready however it doesn't seem to let me automate it since they are not yet contacts when they reach out...Beitrag ansehen

Gelöst

SSermon on August 03, 2023

Append Ticket ID to conversation subject

Hello, When an initial email comes in to Conversations we decide if it needs a support ticket. If so, we would like to be able to select an email template called "Initial support email". This basically says that we have they email and will updat Beitrag ansehen

Antworten Templates Tickets

2 Likes

5 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

August 10, 2023 09:50

Hi @SSermon The subject line for tickets that are connected to the conversations inbox defaults to the Ticket Name property. This prop...Beitrag ansehen

EP13 on Januar 18, 2023

Why templates are not available from ticket view?

Hi, why I can send a template from coversation and not from ticket view? Thanks!

Antworten Templates

1 Likes

3 Antworten

DianaGomez

Community-Manager/-in

Januar 18, 2023 18:08

Hi @EP13 , hope you are doing well! ¡Thanks for letting us know! Best, Diana

Gelöst

JLEFORT on Oktober 12, 2022

Link ticket ID to a conversation and not to a contact

Lately conversations have been linked to tickets, which is a great improvement for customer support management. In our customer support process, we have implemented a support form, which generates tickets and linked conversations. We sometimes nee Beitrag ansehen

Antworten Conversations Templates Tickets

2 Likes

2 Antworten

Accepted Solution

Olivia_Bagnall

Ratgeber/-in | Platinum Partner

Oktober 12, 2022 11:25

@JLEFORT I think if you send this mail form the ticket itself then it will pull the right ticket ID. It's not ideal but it's a temporary sol...Beitrag ansehen

Gelöst

SNerz on Oktober 10, 2021

D8 Report or word templates

I was wondering if anyon has found a way to create a D8 report or something similar. What I would like is to create a sort of word template that can use a worflow to be autofilled with information from fields in Hubspot (from a complaint ticket) tha Beitrag ansehen

Antworten Reports Service Templates

0 Likes

1 Antwort

Accepted Solution

StjepanGrcic

Stratege/Strategin | Diamond Partner

Oktober 11, 2021 02:27

Hi @SNerz You can try solving your problem using Zapier. Check the possibilites here. Or you can user Onlizer https://onlizer.com/microso...Beitrag ansehen

Gelöst

Roosi_Chris on September 29, 2021

Set Templates as standard for Outgoing Mails via the Inbox

Hello there. I was wondering if there is an option to set templates as standard für Mail conversations that get startet via the Inbox. We are building up our ticketing system and are now in the first "release" state. So our people are starting t Beitrag ansehen

Antworten Templates

0 Likes

2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

September 29, 2021 01:32

Hi @Roosi_Chris , Yes, this is possible. Via the "Insert" option, you can add either snippets or templates: With templates ...Beitrag ansehen

Cocochinecoffee on April 21, 2021

Hubspot Free email signature missing icons

Hi, There seems to be an issue with the email signature template. Looks like it is missing some icons: Thank you

Antworten Templates Workaround

0 Likes

1 Antwort

MiaSrebrnjak

Community-Manager/-in

April 23, 2021 04:57

Hi @Cocochinecoffee , Thank you for reaching out to the Community. The Email Signature Generator allows you to create beautiful email sign...Beitrag ansehen

Gelöst

vdlozano on November 14, 2020

Multiple email template selection before ticket is create

We're coming from osTicket and had a functionality where before we create a ticket we could select a custom template for send a confirmation email. So, in hubspot a can't we find some similar option. How to we can solve this?

Antworten Email Deliverability Templates Tickets

0 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

November 15, 2020 03:29

Hi @vdlozano , HubSpot's logic is a bit different. Instead of selecting a template before sending an email, you can set up automation that sen...Beitrag ansehen

Möchtest du eine Diskussion beginnen oder eine Frage stellen?

Beitrag erstellen

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

Custom views and ticket types