Within Teamwork Desk, you can create an
embeddable contact form to allow your
customers to contact you directly from
your website.
When a customer uses the form, a ticket will
be created automatically in the associated inbox.
To enable this, click your profile icon
to the top right of the navigation bar and
select Settings.
In the settings area, select the Contact
Forms tab from the top navigation menu.
If you do not have any existing forms, you
will see a Create your first
form option in the middle of the page. Alternatively, you
can use the Add contact
form button in the top right.
A pop-up modal will open where you will need to give the form a name. Click Next to proceed.
You can then select which
inbox(es) to associate with the contact form. Click Save to create the form.
Once created, you can
customize the contact form's appearance.
Hover over the relevant property and click
the edit pencil to update.
Name - Enter a name for the
form.
Position - Choose where on your
website the contact form should
appear(top-left, top-right, bottom-left,
bottom-right).
Theme - Select a dark or light
theme.
Accent color - Update the submit
button color on the form.
Trigger color - Change the color of
the help icon that opens the contact
form.
- For both the accent and trigger colors,
click the current color to edit and set a
new one. You can either add in a new hex
code value, or select a color from the
pop-up color palette.
Inboxes -
Select which inboxes you would like to
allow customers to submit tickets
to.
- When a customer selects one of the chosen inboxes on the form, they will be shown any corresponding custom fields for that inbox which they can fill out.
- Note: Custom fields are available on Premium subscriptions and above.
Help Docs - Add a search option to
allow customers search your Help Docs sites
and articles in the contact widget before
submitting a ticket.
For each individual form property you update,
click the
associated Save button.
When making your visual changes via the
options above you will see the form preview updating on the right of the page. This is how it will
display to your customers.
Once you have completed your
customization, you can then copy the generated
JavaScript code at the bottom of the page and
embed it in your website.
Ticket limits and
attachments
When someone submits a
response via your embeddable
contact form, a new ticket will be
created in the associated inbox in
Teamwork Desk.
- Characters: Each reply on a ticket is limited to a total of 1,038,336 characters.
- Quoted content included in a reply counts towards the character limit.
- When a reply exceeds the limit, you will be given an option to send the reply without the quoted content.
- Content: Each reply or note is limited
to a total content size of 5MB.
- Attachments: Each reply has a 20MB total size limit for attachments.
- This same limit also applies when merging tickets into a single ticket thread.
- Most
file types are
supported in
ticket
attachments as
long as they
fall within
the 20MB
limit.
- Attachments
from previous messages in the
ticket will be added as links into
the body of the message. These
files will be available for download
by anyone with the link and expire
after 30 days.
Live Chat
You can enable Live Chat as a contact option when you create an embeddable contact form for your site.
Note: The Live Chat feature is available on Pro subscriptions and above.
This will provide your customers with an option to start a live chat with an agent on any pages where you have embedded the contact form.
In the embeddable contact form settings view, scroll to the Live Chat Settings subsection where you can toggle on the Enable Live Chat option.
You can also add a welcome message that will appear once a customer initiates the Live Chat option.
The Preview pane to the right of the Live Chat Settings subsection will show you what your customers will see when using live chat.
For more information, see: Adding Custom Fields to
Your Embeddable Contact Form