Setting the Stage 🎬
Ever wished you had a streamlined system to handle customer questions and issues? 🤔 This guide will show you how to build a simple yet effective support ticket system directly within GoHighLevel!
Building Your Pipeline 🏗️
- Head over to Pipelines and create a new one named “Support” (or similar).
- Add two simple stages: New Ticket and In Progress.
- That’s it! This creates a clear path for managing your support requests.
Creating Your Support Form 📝
- Go to Sites > Forms > Builder.
- Click “Add Form” and start with a blank canvas.
- Add the following elements:
- Text Field: “Scale by Tech Support Ticket” (or your company name)
- Email Field: To capture the user’s email address.
- Multiline Field: Rename this to “Problem” in the advanced settings. This is crucial for later!
- Enable autoresponder to automatically acknowledge ticket submission.
The Automation Magic ✨
1. Ticket Received 📥
- Trigger: “Form Submitted” for your support form.
- Action 1: Use ChatGPT to generate a 25-word title from the “Problem” field.
- Action 2: “Create/update opportunity”
- Select your “Support” pipeline and “New Ticket” stage.
- Use the ChatGPT title + a unique number (using date/time) for the opportunity name.
- Map the “Problem” field from the contact to a custom “Problem” field you’ll create for opportunities.
- Action 3: Send yourself an internal notification (SMS or email) that a new ticket has arrived.
2. Ticket in Progress 🧑💻
- Trigger: “Opportunity Stage Change” to “In Progress.”
- Action: Send an email to the customer confirming that their ticket is being reviewed.
3. Ticket Closed 🤝
- Trigger: “Opportunity Stage Change” to “Won,” “Lost,” or “Abandoned.”
- Action: Send a final email to the customer confirming the ticket closure.
Essential Settings ⚙️
- Go to Settings > Custom Fields.
- Create a multiline field named “Problem” for both contacts and opportunities.
- Enable “Allow duplicate opportunities” in Settings > Business Profile and in your “Ticket Received” automation.
Resources & Tools 🧰
- GoHighLevel: https://hct.gg/O80RDk: The all-in-one platform for this system.
- Make.com: https://hct.gg/bXsRHW: For powerful automations.
- Airtable: https://hct.gg/KdAzqY: To organize your support requests.
- AiTable: https://hct.gg/taKa6P: An alternative to Airtable.
- TaskMagic: https://hct.gg/mZ58g0: Another automation tool.
- Scalebytech Free Stuff: https://scalebytech.com/free-stuff/: Access additional resources and automations.
Conclusion 🎉
And there you have it! By following these steps, you’ll have a fully automated support ticket system within GoHighLevel. Not only will this save you time, but it will also impress your customers with a seamless and professional support experience!
