How to Create a Ticket via Email Follow

Now, customers have the capability to generate a ticket simply by sending an email to Salesmate. This feature enables users to establish a forwarding rule within their email client, particularly if they employ a support email address to manage their customers' concerns.

How to Create a Ticket via Email

Similar to email forwarding in Chats, you can set up email forwarding in your email client too for creating tickets via email.

To create a Ticket via Email,

• Navigate to the Profile Icon from the top right corner
• Click on the Set Up
• Head over to the Modules Category
• Click on the Tickets

• Head to the Support Email at the bottom
• Copy the email address, and set it up as a forwarding rule in your email client.

• You can also set the reply-to name for this email address, by editing it and providing the name.

• When any emails are sent to this email address, their tickets are created in the Salesmate.
• By default, this ticket will be added to the “Customer Tickets” pipeline.
• While setting forwarding Rules from your Outlook Account, you need to select the Redirect To option.