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Using Conversations as a ticketing support system
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=== Step-by-Step Instructions === This section walks you through the process of creating a ticketing support system using automations and the Conversations feature. ==== Step 1: Create a New Automation ==== 1. Navigate to '''Automations''' by clicking on the Automations menu in your ActiveCampaign dashboard. 2. Select '''New Automation''' to bring up the automation menu. 3. Click on '''Start from Scratch''' and then click '''Continue'''. ==== Step 2: Add the "Submits a Form" Trigger ==== 1. Choose the '''Submits a form''' trigger and click '''Continue'''. 2. From the dropdown, select the form you are using for support ticket submissions (e.g., "Conversations Ticketing Support System"). 3. Set the trigger to run '''Multiple times''' so that contacts can re-enter the automation each time they submit a support ticket, and then click '''Add Start'''. ==== Step 3: Send a Notification Email ==== 1. Click on the '''Send a notification email''' action in the Add Action modal that appears after configuring your trigger. 2. Personalize the '''From Name''' field by selecting the '''Full Name''' personalization tag. 3. Personalize the '''From Email''' field by selecting the '''Email''' personalization tag. 4. Set the '''Send to''' email address to your Conversations forwarding email address, which will resemble support@mydomain.ac-inbox.com. 5. Type a suitable subject line in the '''Subject''' field. You can include personalization tags related to your Sales or Customer Support team to highlight the inquiry's urgency. 6. In the '''Message''' box, include the necessary context of the support issue captured through your custom field (e.g., "Support Issue"). Use the '''Personalize Message''' button to ensure you capture this detail accurately. 7. Click on '''Add''' to finalize your notification email configuration. ==== Step 4: Name and Activate Your Automation ==== 1. Add a descriptive name for your automation to easily identify it later. 2. Set the automation to '''Active'''. Now, for every completed submission of the "Conversations Ticketing Support System" form, a new Conversation will be initiated in your Unified Inbox for follow-up.
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