Let your customers submit structured tickets.

Collect Structured Data

Some issues and requests are easier to collect from the customer in a well-structured format like a form instead of an awkward UI in Slack.

Many Forms for Many Problems

Create a form for each kind of issue i.e. Bug, Feature Request, Ops Request, Security Incident, etc.

Public and Private

Show forms solely on the customer portal so only authenticated customers can access the form or provide a public link for anyone to submit tickets.

Cross Org Visibility

Combine the ticket forms with the customer portal to give a single place for your customer to both view and submit tickets.


​
How it Works

  • Collect name, email, subject, description, attachments, and any other custom field.
  • Set fields as optional or required. Rearrange the order of the fields.
  • Sends the customer a copy of their answers via email. Followups will be done via email.
  • (Coming soon) Send submitted tickets to Slack to continue the discussion in channel.

​
Setup

  1. If you’d like to expose this form in the Customer Portal, make sure you’ve configured and customized the Customer Portal before continuing.

  2. Visit the Ticket Form settings page and create a form.

  3. Once you’re done creating the form, now it’s time to preview it.

    • If you’ve made it public, go to the ticket form page and go to the link on the form.
    • If you’ve made it private, visit a Customer Portal preview page by going to the Accounts page, picking an account, navigating to the Customer Portal tab, and clicking “View Customer Portal”.

  4. And you’re done! Congrats!

TriggersMacros