How to Create Support Department

Create unique departments

You can create additional departments for the ticket system (e.g. billing, refunds, technical support). Each department can have a separate Upmind email account and be enabled/disabled for clients.

Reviewing the Default Options

Each Upmind store comes with a working public ticket system that your clients can use right away.

  • The ticket system has one department (called General).
  • If you're fine with the default settings, no further action is required.
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Default ticket system

Creating Support Departments

  1. Go to Settings
  2. Find the Support Department Tile
  3. Then, click Create Department.
  4. Filling the Name, the code will be automatically filled once you fill in the name. Then, click Create.
Add a new department

Create Support Department

  1. You need to toggle the button to enable the department.
A new department has added

A new department has added

Editing Support Departments

If you want to Edit the department, you can follow:

  1. Click the three buttons, then click edit.
Edit Departments

Edit Departments

  1. On the next screen, you can set the Brand Department Settings. You also can manage the destination mailbox for automated email piping based on the department.
Edit departments and add destination mailbox

Edit departments and add destination mailbox

Managing your Department by Brand

Brand Department Settings

Brand Department Settings

Within the Brand Department Settings, there are options you can select by clicking:

  • By default, all the tickets will be coming to General, so once you create another department and decide to be the default then you can thick the box “Make default department”.
  • Ensure that you thick the box to “Allow the client to select this department when opening the ticket” It will be shown in your client area.

Adding a Department Email Address

On the same page, create a separate Upmind email address for each department.

  1. Enter the department name.
  2. Click Save.

🚧

Create an action to send a notification when this Upmind department receives an email message. Learn How to Create Notifications here.

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Create custom email address

Creating a Forwarded Message Mailbox

If you own your own domain, you can forward email messages to an Upmind department email.

Here's an example.

You have a domain called bigcookies.com. You want to forward messages sent to [email protected] to an Upmind department email account.

  1. Open your hosting account dashboard (e.g. cPanel).
  2. Go to the forwarding section.
  3. Create a forwarder to send [email protected] messages to [email protected].

📘

Email forwarding may not work if the Upmind email address uses dashes or hyphens. Because the Upmind email address is based on your Upmind organization name, we suggest that you create an organization name without dashes or hyphens.

What do clients see in the client area?

If your client wants to create a ticket, they can select which department they refer to (it could be General, Billing, or Support based on your department created).

  1. Login to the client area
  2. Go to Support.
  3. Click Open new ticket
Create a new ticket on the client area

Create a new ticket on the client area

  1. Then, the client can select which department they refer to
Select a department in the client area

Select a related department in the client area