By the use of Form Builder App by UVdesk a new ticket is created when any users submit the form. In this way, a separate ticket would be created which will look standard and its management will be easy. You can reply to the queries via the ticket and the customer will get the reply on their email address only. If the customer has any other doubt, they can ask from the mail only and the query will get updated on the ticket system automatically. By the help of Form Builder App, you can create multiple forms for your website for different purposes like you can create one form for the feedback, another form for any other services as per the requirement.
In this article, I will explain how you can create a custom form on your Salesforce site by the help of Form Builder App of UVdesk. First, you have to go to your UVdesk Dashboard and click on Apps > Form Builder. Enter the Form name, select its fields and then save it.
After creating the Custom Form, you can either Preview the form or see its embed codes in JS Version & iframe Version.
You will need to login into your Shopify Account and go to the Online Store > Themes > Edit HTML/CSS. Now, click on “Add a new template” and select “Page” from “Create a new template for” dropdown and then set the name of that particular page.
Now, go to “Pages” and click on “Add Page” button. Set the “Title” of the page, select its template from the drop-down which we had created above with the name “uvdesk”.
On the UVdesk, go to the Form Builder and click on the Custom Form name. After that you will see three buttons – Save, Preview Form & Get Embed Code. Click on the “Get Embed Code” and copy either JS or iframe version codes.
After pasting the JS Version codes in your HTML editor, save it and check the front-end of your Shopify Shop.
The customer can enter their details and query and then click on submit. After clicking the Create Ticket button, the customer can see their Ticket ID and a success message from the UVdesk.
Now, the support agent can check the Ticket #1441 on the UVdesk with the details and query filled by the customer. The support agent can revert back to the same query asked by the customer.
The customer can login into the ticket system from the link sent to their entered mail ID along with a link to reset the password. After they reset the password, the customer can login into the UVdesk Portal and check the revert of the support staff of their query by login into the UVdesk Helpdesk. I hope this blog was helpful to you. In case of any doubt, please mail us at firstname.lastname@example.org