Can a Free WordPress help ticket system work in addition to a paid WordPress help ticket plugin? It positively can! Simply observe this easy tutorial…
helpdesk ticketing system ought to permit your small business to deal with and rank a number of buyer help inquiries and handle these so your prospects get sooner replies from the suitable help particular person or workforce.
Many paid WordPress help plugins may help you do that. However, what a couple of free one?
Free assist desk ticketing programs that may solely deal with primary buyer inquiries aren’t any extra helpful than simply utilizing a plain previous contact kind.
Until, in fact, you add a pinch of ‘zing’ that can automagically rework a contact kind right into a full-on WordPress helpdesk and help ticket system… without cost!
That is precisely what we’re going to do, so watch my fingers. (Nothing up this sleeve…)
Proceed studying, or soar forward utilizing these hyperlinks:
From Free Contact Type To Free Assist Ticket System
Are you able to say prestidigitation?
It doesn’t matter when you can’t since you don’t want magic methods to vary a plain contact kind right into a free help ticket system that can permit your small business to:
Deal with a number of buyer inquiries.
Create separate help tickets for every submission.
Assign help tickets created by customers to completely different employees members or areas of your small business.
Group buyer emails and chats with every ticket.
And a lot extra.
Alakazam… however this defies logic! How does one carry out this nice feat?
Magicians by no means reveal their methods, however I’m no magician, so listed here are the three easy steps we’ll take to make this all occur:
Step 1: First, we’ll create a help ticket kind utilizing WPMU DEV’s Forminator plugin.
Step 2: Subsequent, we’ll combine our kind with an entire buyer help ticket system utilizing HubSpot’s plugin.
Step 3: Pffftt! (magic cloud of smoke). There isn’t a ‘Step 3’. Solely Step ‘Free’ … You’ve completed your free WordPress ticket system!
Let’s undergo this step-by-step and make some buyer help magic seem earlier than your very eyes.
Step 1: Create A Buyer Assist Ticket Type
In case you’ve simply landed on this web page on the lookout for a free WordPress helpdesk plugin or help plugin, obtain Forminator, our free drag and drop kind constructing plugin for WordPress from the WordPress.org plugin repository.
And when you’re a WPMU DEV member, then you have already got entry to the highly effective Professional model of our expandable kind builder plugin together with all the opposite unique goodies our members have entry to, so be sure to set up The Hub in your WordPress web site then go to WPMU DEV > Plugins.
You may set up all our highly effective plugins out of your WordPress dashboard.
Obtain and set up the Forminator plugin out of your WordPress dashboard.
Set up Forminator out of your WordPress dashboard.
When you’ve put in Forminator, activate the plugin and head on over to ‘Types’ within the Forminator menu.
Choose ‘Types’ within the Forminator menu to create a kind.
Forminator enables you to simply create and import types. For this tutorial, we’ll create a easy contact kind, so click on on the ‘Create’ button.
Forminator enables you to create and import every kind of types, together with help ticket types.
Choose a template in your kind (e.g. a Contact Type template). You can begin with a clean kind if you wish to create your help ticket from scratch.
Select a pre-made kind template or begin with a clean kind and customise your personal.
Add all of the fields your customers or prospects might want to full in your help ticket to your kind, together with choices for various merchandise, companies, or departments, then save and preview.
An instance of fields you may add to your help ticket to direct person submissions to completely different merchandise.
For detailed tutorials on how you can create types utilizing Forminator, together with what sort of fields and choices can be found, see the Forminator documentation part.
Creating your help ticket submission kind is step one to creating the magic occur. It’s similar to pulling a rabbit out of a hat. First, you want a hat, which Forminator supplies (look, nothing in right here…but!)
Now let’s add the rabbit.
Step 2: Combine Forminator With HubSpot
HubSpot is an inbound advertising, gross sales, and repair CRM software program. You should use this instrument for managing all of your buyer relationships, together with monitoring interactions with leads and prospects, automating gross sales and advertising actions, sending out publication emails, and, extra importantly for this tutorial, as a assist desk and help ticket system.
Since we’ll be integrating our kind with HubSpot on this step, you will have to have an account.
HubSpot – Inbound Advertising, Gross sales, and Service Software program.
The excellent news is that HubSpot’s Service Hub supplies all of the performance we might want to begin our WordPress help ticket system without cost.
HubSpot Service Hub is free!
You may improve later if you would like extra options like customer support automation, a information base, buyer suggestions, a number of ticket pipelines, and extra.
To get began, let’s obtain and set up HubSpot’s WordPress plugin.
The best option to set up the plugin is through your WordPress dashboard.
Go to Plugins > Add New and sort “HubSpot” into the key phrase search discipline. Find the ‘HubSpot All-In-One Advertising’ plugin, then click on the buttons to put in and activate it.
Set up and activate the HubSpot plugin.
A brand new entry will show on the principle WordPress menu. Click on on ‘Check in’ to log into HubSpot if you have already got an account. In any other case, click on on ‘Create a free account’ to set one up.
In case you are creating a brand new HubSpot account, undergo the arrange course of, then make sure that to verify your e-mail tackle so you may activate your account.
Full HubSpot’s account arrange kind.
Create and ensure your account, arrange your lists, types, and so on. through the plugin or within the HubSpot web site.
Create a listing in HubSpot.
Observe the tutorials for extra info within the HubSpot Academy to learn to use the software program, create lists, types, use help tickets, and so on.
Learn to use HubSpot and create help tickets with HubSpot Academy.
After establishing an account with HubSpot, come again to your WordPress web site and go to Forminator > Integrations.
Click on on the ‘+’ image to combine HubSpot with Forminator.
Combine HubSpot with Forminator simply with only a few clicks.
You too can affirm all integrations with Forminator inside your HubSpot account.
HubSpot and Forminator Integration.
When you’ve built-in the app, return to the Forminator dashboard, click on on the gear icon subsequent to the identify of your kind, and choose Edit from the drop-down menu.
Click on on the gear icon to edit your kind.
Relying on whether or not your net browser has been resized or not (or when you’re working in your web site utilizing a cellular gadget), you’ll both see the modifying choices listed subsequent to your kind or displayed in a drop-down menu format within the ‘Navigate’ part.
Let’s rework this easy kind utilizing integration magic.
Choose the ‘Integrations’ possibility within the Edit Type display screen and click on on ‘Activate App’ so as to add the mixing with HubSpot to your kind.
When you’ve got adopted the earlier steps on this tutorial, you need to have already got your lists and types arrange in HubSpot, so the following step is to map the HubSpot and Forminator fields. This ensures that information will likely be despatched by accurately out of your kind to your ticketing system.
Map your HubSpot and Forminator fields.
Click on ‘Proceed’ to create your HubSpot tickets and full the mixing and arrange course of.
Create your HubSpot tickets.
As per the directions on the shape, in addition to including new contacts, you may create a brand new ticket for every kind submission simply by flicking a swap.
Assist ticket demo.
When you’ve created your help ticket kind, you may add it to any web page or put up utilizing a kind shortcut.
Hey Presto! Your free help ticket system is now dwell!
Cost Customers For Offering Assist
Desire a free WordPress ticketing system that permits you to cost customers for help? Forminator enables you to add cost fields to your kind.
Add a Stripe or PayPal cost discipline to your kind, click on the ‘Publish’ or ‘Replace’ button (saying “abracadabra” is non-obligatory) and your setup will rework like magic right into a premium WordPress ticketing help system.
Simply create a premium WordPress ticketing help system with cost fields.
The Magic Of Integration
As you may see, integration is the important thing to reworking a free contact kind right into a free WordPress help ticket system.
Forminator supplies you not solely with a option to create a help ticket kind without cost, however when you combine Forminator with a third-party utility like HubSpot, you’ll immediately get an entire free ticketing help system added through the backend with the flexibility to increase help performance with extra superior options later if required.
Along with all of the automation you may already combine into your types, our formidable Forminator workforce is engaged on new plugin options like:
E mail routing that can allow you to ship e-mail notifications to particular departments or areas of your small business dynamically relying on the choices that customers choose in your types.
E mail circumstances the place you may add as many e-mail notifications as you want and ship these emails out conditionally based mostly on what prospects enter in your kind.
Dynamic types that allow you to pre-fill types with question parameters, making it simpler for purchasers to lodge help tickets and lots of different sorts of types.
Earlier than You Disappear…
Particular due to WPMU DEV member @Levent for requesting the HubSpot integration with Forminator. Additionally, a bow to Designer Mukul Chawla from our Forminator workforce for his helpful assist answering questions concerning the plugin’s capabilities, in addition to Developer Cvetan Cvetanov and QA Devendera Mishra for his or her work on making this function ‘presto’ seem.
Need assistance setting this up with HubSpot? Try their plugin info for extra particulars and help.
In case you’re a WMPU DEV member already, you may ping our help workforce 24/7 with questions on all issues WordPress – together with this model new integration.
And for those who haven’t skilled the magic of being a WPMU DEV member but, we invite you to step proper in and give us a attempt, 100% risk-free, and get full entry to all of our WordPress plugins …with no illusory hidden methods.