Tips, Tricks & Best Practices

JohanL
Contributor

Updating ticket description on email replies

SOLVE

Hello all,

 

Would it be a horrible idea to dynamically update ticket descriptions on emails sent/received to contain the full email conversation from the associated conversation? 

I would like to make it easier for our support agents to find tickets on the ticket index page, and the description is searchable from there, but not much else is.

 

I am completely open to this being a bad idea, but I'd love to hear some feedback on it.

1 Accepted solution
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Updating ticket description on email replies

SOLVE

Hi @JohanL,

 

I understand your ultimate goal here and I don't hate the idea. In my opinion it's worth trying with a small set of tickets using your workflow enrollment triggers to control how these are applied. From here you can see whether it's hurting or helpful and can adjust your workflow accordingly (or turn it off completely).

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Updating ticket description on email replies

SOLVE

Hi @JohanL,

 

I understand your ultimate goal here and I don't hate the idea. In my opinion it's worth trying with a small set of tickets using your workflow enrollment triggers to control how these are applied. From here you can see whether it's hurting or helpful and can adjust your workflow accordingly (or turn it off completely).

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer