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Ticket Reminders

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About Ticket Reminders

Ticket Reminders allow you to keep yourself and other interested parties up to date on their tickets. It can be a means of alerting managers to high risk tickets, reminding employees of open tickets, or even alerting a colleague without a Qualtrics account of the work yet to be done.

Qtip: Ticket Reminders are a type of Ticket Workflow. To learn about reassignment and status change Workflows, see the Ticket Workflows support page.
Qtip: Only Brand Administrators can edit and create Ticket Reminders.

Setting Up Reminders

  1. Go to the Follow-Up page by clicking View All Tickets on the Projects page.
    View all tickets link on the projects page
  2. Click Tools.
    Far-right of follow up page is a tools button. Open to see workflows towards bottom
  3. Click Ticket Workflows.
  4. Click Add Ticket Workflow.
    Ticket workflows window with create workflow button in center in green
  5. Name your reminder.
    Workflows window where the workflow is named inactivity remidner and step 1, action, is set to schedule email
  6. Select Schedule Email.
  7. Click Add Condition to define conditions under which the ticket will be escalated.
    • Priority: Specify that only tickets of a certain priority will be included in the reminder. For example, maybe you want high priority tickets to be included after 3 days, but low priority tickets to only be included if they’ve waited 10 days.
    • Owner / Team: Only tickets belonging to a certain person or team will be included in a reminder.
    • Status: Specify if you only want the reminder to contain tickets set as In Progress, Open, or a Custom Status. Most likely, you will need to set a Status condition.
    • Ticket Data: Only tickets with certain Ticket Data values will have a workflow applied. Do not use Ticket Data that have special characters in their values or names.
    • Project: Only tickets connected to the selected survey project will be included in the reminder.
    • Created Time: Include tickets in the reminder based on when they were created.
    • Last Updated Time: Include tickets in the reminder based on when they were last updated. Changing the status counts as updating a ticket.
  8. Click New Condition to add another condition or New Condition Set to start nesting your logic.
    Sample condition says if ticket data manager is set to dorothy's email address. Buttons beneath for adding conditions and condition sets in green

    Qtip: Learn more about how to use All vs. Any, Conditions and Condition Sets, and Nesting Logic.
  9. Choose a recipient. Learn more about your options in the Recipients section.
    Scrolling down the window to find a pretty standard email form
  10. Determine what email address and name the reminder will come from. The username in this email can be anything, regardless if it exists. You can only select from a list of approved domains.
    Qtip: Learn more about changing your available domains by setting a Custom ‘From’ Address.
  11. Determine the email address that will receive replies if someone responds to this ticket reminder. Try to make sure this is the address of a real person who can follow up on issues.
  12. Type the subject of the ticket reminder email.
  13. Choose when this reminder will go out. You can also select a timezone.
    Fields for time and timezone, language, and then for writing a whole message
  14. Determine the language of this email.
  15. Type a message.
  16. When Include Ticket Summary is selected, a table with ticket reminders that meet the conditions will appear. Generally, you want to keep this checked.
    Checking the box beneath the message makes table appear in the message. show advanced options in blue at very bottom

    Qtip: The limit of tickets that will appear in this table is 300. If your filters are minimal enough to qualify for 300+ tickets, you may want to consider ticket reporting instead of reminders.
  17. Click Show Advanced Options to see more options.
  18. Determine when tickets are highlighted and in what colors. Determine more rules by clicking the plus sign ( + ).
    Highlight options and then ticket sorting option
  19. Choose the order in which tickets will display in the reminder.
  20. Click Create to schedule your reminders.
    Qtip: To send a one-time email, to yourself click Send Test Email. Note that this will go only to yourself / whoever is setting up the ticket reminder.

Recipients

Ticket Reminders can be sent to anyone in your brand, but they can also be sent to the email addresses of colleagues who do not have Qualtrics accounts. You can also use dynamic ticket assignment through Ticket Data to determine who gets tickets.

Click in the To field to see more options.

Clicking To field makes a menu appear

Qtip: If there are multiple options that apply to someone (e.g., they are selected as a User and under Ticket Data), they will receive multiple ticket reminder emails.

Ticket Owner

The Ticket Owner option means that whoever owns tickets meeting the reminder conditions will receive a reminder. This recipient option thus also acts as a filter; Kate will only see tickets assigned to Kate, and June will only see tickets assigned to June.

Ticket Data

If you have set up Ticket Data to be equal to a user’s username, you can use this Ticket Data to determine who will receive reminders. Similar to the Ticket Owner option, Ticket Data acts as both a recipient and a filter.

Example: Let’s say you have Ticket Data called Manager attached to each ticket. In one of your surveys, you set it up so that Manager equals the username of the Ticket Owner’s manager. You can then use this to set up a Ticket Reminder that only goes to managers and contains the data for managers’ direct reports.
  1. To add Ticket Data, select New Ticket Fields.
    New Ticket Fields
  2. Type the Ticket Data you want to act as the recipients. You can type multiple separated by commas. Make sure spelling and capitalization is exact.
    Listed ticket data in form box

    Qtip: Do not use Ticket Data with special characters in the names or values.
  3. Click Add.
Qtip: The Qualtrics username is frequently the user’s email address, but not always.
Qtip: Learn more about setting up dynamic ticket assignment with Ticket Data.

External Emails

A user doesn’t have to have a Qualtrics account to receive ticket reminders. You can also type email addresses you would like to receive reminders. This recipient does not act as a filter, and will receive any tickets that meet the conditions you set.

  1. To add external email addresses, select Add External Emails.
    Add external emails option at bottom of list
  2. Type the email addresses you want to act as the recipients. You can type multiple separated by commas.
    Listed emails
  3. Click Add.

Users

Type the email addresses or names of users in the search box to find existing Qualtrics users you can send the reminder to.