Email

Learn how to create ClearFeed tickets via email

From Email

ClearFeed allows customers to create tickets by sending emails to your support email address. This guide explains how email-based ticket creation works in ClearFeed.

ClearFeed Tickets Only: This method is only available for ClearFeed's native ticketing system. For external ticketing systems (Zendesk, Jira, etc.), refer to your integration-specific documentation.

How Email Ticketing Works

When a customer sends an email to your support address, ClearFeed automatically:

  1. Creates a ticket from the email

  2. Posts the email content to your configured Triage Slack channel as a new request

  3. Syncs replies - Team replies in the Slack thread are sent back to the customer via email

  4. Maintains the conversation - The entire email thread is synchronized bidirectionally

Email to ticket workflow

Benefits:

  • Customers can use familiar email to create tickets

  • Your team manages everything in Slack

  • No context switching between email and Slack

  • Full conversation history maintained

Setup Email Ticketing

To enable email ticketing for your ClearFeed instance:

  1. Navigate to your Collection Settings

  2. Configure your support email address:

    • Use the ClearFeed-provided email address, or

    • Configure your custom domain email (e.g., [email protected])

  3. Select which Triage Channel should receive email tickets

Creating Tickets via Email

For Customers

Customers simply send an email to your support address:

  1. Customer composes an email to your support address (e.g., [email protected])

  2. Writes their issue/question in the email body

  3. Sends the email

  4. Receives an automatic confirmation with the ticket ID

  5. Can reply to the email thread to add updates

What the customer sees:

  • Email confirmation with ticket ID (e.g., CF-12345)

  • Email updates when your team responds

  • Full conversation history in their email client

For Responders

When an email arrives:

  1. A new request/ticket appears in your Triage Slack channel

  2. The email content and any attachments are posted as a Slack message

  3. Team members can view and respond directly in the Slack thread

  4. Replies are automatically sent back to the customer via email

Replying to customers:

  • Simply reply in the Slack thread

  • Your message is sent as an email reply to the customer

  • Attachments added in Slack are included in the email

  • Thread history is maintained

Filing Tickets on Behalf of Customers

Sometimes responders need to create tickets on behalf of customers (e.g., from a phone call or direct email to a team member).

Using the #requester Tag

When forwarding an email or filing on behalf of someone, add this line at the top of the email body:

#requester [email protected]

Replace [email protected] with the actual customer's email address.

What happens:

  • The specified email becomes the requester

  • The agent sending the email is automatically added to CC

  • The customer receives a notification email that a ticket was filed on their behalf

  • This notification starts the email thread for that ticket

Example:

#requester [email protected]

Hi,

The customer reported an issue with their laptop not connecting to WiFi.
Priority: High

Thanks,
Support Team

Alternative Method: Email Forwarding to Slack

You can also create tickets by forwarding emails directly to a Slack channel.

How it works:

  1. Forward an email to your Slack channel's email address

  2. The email content and attachments appear as a Slack message

  3. If the channel is monitored by ClearFeed, a request is created

  4. The email becomes a request for internal tracking

Use this method for:

  • Internal tracking of forwarded emails

  • Sharing email threads with your team in Slack

  • Converting emails to internal requests without customer visibility

Do NOT use this method for:

  • Active customer conversations requiring email replies

  • Tickets that need bidirectional email sync

Email Ticket Features

Attachments

  • Customers can include attachments in their emails

  • Attachments are automatically posted to the Slack thread

  • Responders can add attachments in Slack replies

  • Attachments in Slack replies are included in email responses to customers

Threading

  • Email threads are maintained as Slack threads

  • Multiple back-and-forth exchanges stay organized

  • Full conversation history visible in both email and Slack

Notifications

  • Customers receive email notifications when tickets are updated

  • Responders receive Slack notifications for new emails and replies

  • All participants stay informed automatically

FAQs

  1. Can I customize the look or layout of response emails sent from ClearFeed? Answer: No, currently ClearFeed does not support customization of the email template layout. However, you can set up email signatures in ClearFeed settings to include branding or specific information.

  2. Is there a way to set up custom email templates for responses? Answer: While ClearFeed does not have built-in email templates, you can:

    • Set up email signatures for outgoing emails in ClearFeed settings

    • Use Quick Replies in Slack for common responses that will be sent via email

  3. Can I use my existing support email address? Answer: Yes, you can configure ClearFeed to use your custom domain email address (e.g., [email protected]) instead of the ClearFeed-provided address.

  4. What happens if a customer replies to an email ticket? Answer: Customer replies to email tickets are automatically posted to the corresponding Slack thread, allowing your team to continue the conversation seamlessly.

  5. Can I create email tickets manually from the web app? Answer: Yes, you can create email tickets from the ClearFeed web dashboard. See Creating Tickets from Web Dashboard for details.

Last updated