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Tickets & Conversations

Rechercher Tickets & Conversations pour des solutions ou poser une question

KNguyen0 le Avril 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 Lire la suite

Répondre Conversations Templates Tickets

0 Mention J'aime

3 Réponses

RSchweighart

Contributeur de premier rang

Avril 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...Lire la suite

ESarduy le Août 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 Lire la suite

Répondre Chat Conversations How-To Integrations Templates Workflows

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3 Réponses

ESarduy

Participant

Août 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...Lire la suite

Résolues

SSermon le Août 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 Lire la suite

Répondre Templates Tickets

2 Mentions J'aime

5 Réponses

Accepted Solution

Jnix284

Membre irremplaçable | Partenaire solutions Elite

Août 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...Lire la suite

EP13 le Janvier 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!

Répondre Templates

1 Mention J'aime

3 Réponses

DianaGomez

Gestionnaire de communauté

Janvier 18, 2023 18:08

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

Résolues

JLEFORT le Octobre 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 Lire la suite

Répondre Conversations Templates Tickets

2 Mentions J'aime

2 Réponses

Accepted Solution

Olivia_Bagnall

Guide | Partenaire solutions Platinum

Octobre 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...Lire la suite

Résolues

SNerz le Octobre 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 Lire la suite

Répondre Reports Service Templates

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1 Réponse

Accepted Solution

StjepanGrcic

Contributeur de premier rang | Partenaire solutions Diamond

Octobre 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...Lire la suite

Résolues

Roosi_Chris le Septembre 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 Lire la suite

Répondre Templates

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2 Réponses

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Septembre 29, 2021 01:32

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

Cocochinecoffee le Avril 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

Répondre Templates Workaround

0 Mention J'aime

1 Réponse

MiaSrebrnjak

Gestionnaire de communauté

Avril 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...Lire la suite

Résolues

vdlozano le Novembre 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?

Répondre Email Deliverability Templates Tickets

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1 Réponse

Accepted Solution

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 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...Lire la suite

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