cal-itp / customer-success

Customer service and CRM tasks and related code
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[Feature Request]: ticket auto reply #227

Closed o-ram closed 1 year ago

o-ram commented 1 year ago

Feature Request

The support team would like to set up an automated reply whenever an email gets sent to hello@calitp.org

Is this request related to a problem?

We want customers who reach out to know that their email has made it to the right place and somebody will soon be in touch.

Use Case

People email us across all time zones and tickets come in waves which can slow down response time. We want to provide reassurance to our customers that their message has been received.

Additional Info

We think this can be achieved through workflows attached to the conversations tab.

laneymangan commented 1 year ago

@o-ram I wanted to confirm the content of the auto reply message. Below I cut down the previous draft (pretty drastically cut back). Let me know if you have edits or want me to include more from the original draft. I put we "try" to reply within 2 business days to give us some wiggle room but not sure if that reads flaky? Is 2 days ok?

"Thank you for reaching out to Cal-ITP, Caltrans’ California Integrated Travel Project. Your note is important to us, and we are working to direct it to the appropriate Cal-ITP teammate. We try to reply within 3 business days.

In the meantime, we invite you to subscribe to our Mobility Newsletter, with the latest news from Caltrans and around the mobility industry."

AnthonyRollins commented 1 year ago

I looked into why the automation you set up @laneymangan wasn't working and came across this guide from Hubspot. Let me know if this is helpful

laneymangan commented 1 year ago

This feature is live. I created a pipeline automation within the Support Pipeline to send an automatic response to all who email hello@ reading:

Hello, Thank you for reaching out to Cal-ITP, Caltrans’ California Integrated Travel Project. Your note is important to us, we are working to direct it to the appropriate Cal-ITP teammate. We'll get back to you as soon as we can.  In the meantime, we invite you to subscribe to our Mobility Newsletter, with the latest news from Caltrans and around the mobility industry.  Thanks, Cal-ITP Customer Success Team