How to create and configure a ticket management campaign
Each ticket management campaign can be fully administered from the manager account (administrator).
To create a ticket management campaign, go to: Home > Create a new campaign > Create a ticket management campaign
A campaign is then automatically created, which you can find in the menu: Home > Run campaigns
To set up your ticket campaign, click on the burger menu > “Edit campaign”.
This tab allows you to configure the following information for your campaign:
Quiz & Release
You can assign a qualifying script to your ticket campaign. Questionnaires are managed in the menu Settings > Manage questionnaires
The Email field is not editable. This is internal web2contact data that your recipients will not see unless you decide to use this address as an email address for replies.
The sender field will be the email displayed for the reply. (This is the reply to field).
By default, this field contains the same email as the “Email” field: in this case, ticket responses will return to your campaign.
The email reply address will be displayed like this to the recipient (example of Gmail display):
You can enter a personal email address in the sender field: in this case, replies will arrive in the mailbox entered. You won't see the response in your ticket management campaign.
The email reply address will be displayed like this to the recipient (example of Gmail display) :
This is the name that will be displayed on the receipt of emails.
Example of sender's name display for recipient (example of Gmail display)
When receiving a ticket, you can choose:
- Either to indicate the list of attachments: in this case select “disabled”
- Either the display of the PJ: in this case select “Full page”
You can enter a text signature in this block. The signature will automatically appear on each new email and on each reply.
You have the option to enter a reply that will be sent automatically to all incoming emails on the campaign or auto-reply is enabled.
To do this, enter the desired text in the "Text response" frame. Auto-reply will be enabled only if the "auto-reply" feature is checked.
Assignment of teams and managers
Only people who are part of one of the affected teams will be able to access the ticket management campaign.
Only people who are part of a team listed in Responsible Teams will be able to access the ticket management campaign to set it up, edit it, or access reports.
Settings not described above are not useful for ticket campaigns.
Remember to save your changes using the "Save campaign" button at the bottom of the page
To find out more, consult the advanced settings for a ticket management campaign.
For any questions, contact support.