Within Teamwork Desk, you can have tickets
forwarded from your own website directly to an
inbox.
This can be achieved using embedded
contact forms on your website.
Teamwork Desk embeddable contact
forms
Teamwork Desk's embeddable contact
forms feature allows you to embed a
contact form on your Customer Portal or any
web page.
- When a customer submits their form
request, a ticket will be created
in the form's associated
inbox.
- These forms include the following
fields by default:
- First name, last name, email
address, subject, message,
attachments.
- The name and email address fields
in the form will be used to create
the customer in Teamwork
Desk.
- For accounts on Premium
subscriptions and above, custom
fields can also be added
to these forms to capture custom
data.
- Only custom fields associated
with the chosen inbox will be
shown on the form.
Third-party form
builders
When doing this, the customer on the
ticket will be set as the original sender
of the email, which may be taken from the
address the form is generated from (your
websites), rather than an email address of
the author of the message body (your
customer).
There are two steps to work around
this:
- Make sure that the email is forwarded
to your Desk inbox from an email
address of one of your agents. It may
help to send the form to an agent and
have a forwarding rule that sends them
to your inbox automatically.
- Set the sender header
`X-Original-Sender` to the address of
the customer in your form.
- Note: If you are using
third-party form builder, it might
not be possible to change the
sender header details, and some
may do it automatically – please
check with their support to find
out.
If you are using WordPress and only want to
include your form on some pages, you can read
more here.