About Following Up On Tickets
After ticketing is all set up and new tickets are being created, it’s time to follow up with your respondents! This page goes over the many ways you manage your tickets in the follow-up stage, including contacting the respondent from the ticket, changing the status of the ticket, and more.
To get started, you can select Tickets from the navigation menu shown on every page of the site.
Expanding and Collapsing Tickets
Changing the Ticket Status
In the top-right, you can change the status of the ticket. Closed indicates that a ticket is no longer active.
Assigning Tickets to Users or Teams
When a ticket is assigned to someone, they see that ticket in their account’s Follow Up Page. This person or team will also receive an email letting them know the ticket’s been assigned to them. This is a good way to let your teammates know they are responsible for a task.
You can change who the ticket is assigned to by clicking on Assign To, typing the full name of a user or team, and pressing Enter on your keyboard. You can choose anyone in your organization’s Qualtrics license.
The priority of a ticket is how urgently you want you or your team to address the task described in the ticket. Change the priority by clicking Priority and selecting a new one.
Root cause is a field that can be used to trace the source of a ticket’s issue.
Root cause is not included in every ticket. When creating a ticket task, it can be added by entering values into the Root Cause field.
Then, on the Follow Up page, click the Root Cause dropdown to select one before closing a ticket.
The advanced options for root causes let you determine if certain ticket statuses require or prohibit a root cause. To access these options, click Show Advanced Options below the root causes box. Note, these options will not appear until you’ve created at least one root cause.
You may then choose the following:
- A root cause is required for the following statuses: This option makes it so that the ticket assignee must pick a root cause when the ticket has a certain status. You can use the dropdown menu next to the option to choose the relevant status(es).
- Prevent users from setting root causes for the following ticket statuses: This option makes it so that the ticket assignee cannot pick a root cause when the ticket has a certain status. You can use the dropdown menu next to the option to choose the relevant status(es).
Ticket summaries can help you understand why the ticket’s been made and you’re expected to follow up with it. This information can be especially helpful in Customer Experience programs.
The number is the Score, whereas the text are the Comments.
The administrator who set up ticketing in your organization may add important content to the summary of the ticket. If you do not see this section, it means no summaries were set up.
Adding Ticket Summaries
When creating a ticket task, the ticket summary can be found after you enter priority and ticket owner.
You are given the option to define a Score or Comments based on responses the respondent gave in the survey. These fields can be pulled from questions, embedded data, geoIP location, date / time, panel field (contact information), quotas, response ID, or “Response Link.”
The best fields to load here will contain information that will help your ticket-takers understand why this ticket was created and why it’s important to action it. For example, open-ended feedback would work well as the ticket comments, whereas the CSAT rating the respondent gave your product could be the ticket score.
You can view any ticket data attached to your ticket in this section. See the linked page for more details on this feature.
Viewing the Survey Response
You can view the survey response data attached to a given ticket. However, first you must make sure your tickets are set up to link the ticket data to related responses. Instructions can be found on the linked page.
Clicking on Show Full Record shows the full survey response that was completed by the respondent, with the exception of the embedded data.
Show Embedded Data allows you to see all embedded data captured in the response.
The Activity section of a tickets includes any change that might have been made to the ticket. It includes emails sent, comments made, changes to status, priority, assignment, or root cause, and any sub-tickets that have been created.
Viewing Customer Activity
If you have access to the XM Directory and a ticket is generated for a specific contact from your directory, you can view that contact’s information within the ticket itself.
A window will appear that has the contact’s information. In the Profile section, you can see any of the contact’s attributes. This includes their first name, last name, email address, opt-in status, reference ID, phone number, language, and any additional embedded data.
The Touchpoints section contains all of the touchpoints, or points of interaction, for your contact. The touchpoint timeline relevant to the selected ticket will be listed first, and any other touchpoint timelines for the contact will appear underneath. You can click on any touchpoint to see more details about that specific interaction.
Follow Up Emails
When you’re finished with a ticket, you may want to follow up with teammates who assisted you on the ticket, or the person you helped by resolving the ticket.
Compose an email by clicking Send Email.
Any emails sent through a ticket will appear in the Activity section of the ticket.
You can only send these follow-up emails to one email address at a time.
When composing your follow-up email, you can minimize or maximize the Send Email window to check information on a ticket, or to pause writing your email while you perform another action with your tickets.
2-Way Email in Ticketing
What happens when someone replies to an email you sent from the ticket? All replies are visible right on the ticket! Just check the Activity section.
Whenever someone replies to a ticket email, the ticket owner will receive an email notification. However, they will not be sent the message directly. It is best to continue emailed communication through the ticket to preserve the ticket owner’s anonymity and to keep responses archived together in the same place.
Creating Reusable Ticket Emails
To create a ticket email that you can use over and over again, follow the directions for Creating a Message in a Library. Change the message type to Ticket Messages.
To load a message saved in your library in a ticket email, navigate to the ticket and click Send Email. Then click Load Message.
If you are a Brand Administrator, you will be able to delete tickets by clicking on the trashcan icon.
Sub-tickets are tickets that link back to another, “parent” ticket. This is a great feature to use if you’ve discovered that one of your ticket issues actually involves several different tasks, which might require different teams or colleagues to resolve.
For example, let’s say a customer indicates they were highly dissatisfied. Their feedback indicates that their experience with customer support was negative, but that they also have an issue with their sales representative. You can create a sub-ticket for the sales representative and another sub-ticket for the support representative, asking them each to follow up with the client separately.
Creating a Sub-Ticket
You can create a sub-ticket by scrolling down to the bottom of a ticket and clicking Create Sub-Ticket.
From this window, you can designate a name for the ticket, to whom it is assigned, and add any additional comments you desire.
If you are the owner of a parent ticket, you will be able to see all the sub-tickets created for the parent.
Click the name of the sub-ticket to open it up. From this window, you can add comments, change the priority, change the assignment, and send follow-up emails. Brand Administrators can also delete the ticket by clicking the trashcan icon to the right of the ticket name.
Because every sub-ticket comes with an ID just like a regular ticket, you can search this ID in the search bar on your follow up page to locate the ticket.
The owner of a sub-ticket can view the parent ticket when clicking on the parent ticket link within the sub-ticket. They cannot edit this ticket, but they can leave comments on it.
Sub-ticket owners cannot view other sub-tickets of the parent ticket, unless they are also the owner of those sub-tickets. This allows you to maintain privacy between different teams working on different tasks.
Navigating Between Tickets and Dashboards
There are times when following up on tickets that you may need to quickly navigate back to your dashboard.
When inside your ticket page, you can return to a CX dashboard by clicking the View Dashboard dropdown on the upper-right and choosing the dashboard by name.
When you are inside a CX dashboard, you can navigate to your tickets page by clicking the View Tickets button at the top of the dashboard. Where it’s located will depend on your page orientation (top or left).