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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.

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