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18 Results for "Automation rules"

Retently

... is to send a survey after a ticket is marked as closed in Gorgias, but you can set up one or more triggers for automation to fit your business goals. 1. Create a new campaign Go to the Campaigns page, choose a survey metric (NPS, CSAT ...

Set up Automate Features

... CSM-lead calls are for Advanced and Enterprise accounts only - Basic and Pro accounts can schedule a set-up call with an automation specialist. In addition to being e-commerce experts, all of our CSMs are experienced in automation. Your CSM can walk you through ...

Outlook Standalone

... outbound policy (Default), then click the Edit protection settings link at the bottom of the sidebar. 3. Find the section called Forwarding Rules and the dropdown called Automatic Forwarding Rules. 4. Choose On - Forwarding is enabled and click Save at the bottom. Enable Automatic External Forwarding ...

WhatsApp 101

... the customer is reaching out from with the phone number in their Shopify profile. The Gorgias WhatsApp integration is designed to minimize response times by automating tasks through personalized Macros and Rules, allowing for effective customer support. With Gorgias and WhatsApp, you can: Send and receive texts ...

Auto-Close common Rule templates

These Rules will automatically close and tag tickets. General Automatic OOO replies Use case: Automatically close tickets that are automated out-of-office replies. Example: Non-support tickets Use case: Automatically close tickets that aren't genuine support inquiries - notifications from Shopify ...

Ticket Fields 101

Ticket Fields are customizable properties of a ticket through which you can summarise a conversation in a structured way to get actionable insights that will help you improve the buying experience, spot quality issues faster, reduce costs, and boost revenue. You can make Ticket Fields mandatory so ...

Standalone Contact Form

The standalone Contact Form allows for flexibility - you can embed it onto your website or share the link directly with your customers. It also offers several advanced features, such as built-in spam protection, the ability to attach multiple files, and customizable subject lines. Some ...

Order Management 101

This feature is only available for accounts with an Automate subscription using Shopify. Order Management allows your customers to check their order status, tracking number, and shipping information, as well as create templated tickets when reporting order issues. Your customers don't need to start a ...