Enter attribute value in the notification email of text form and ticket (Hidden form)

In ChatPlus, you can reflect the attribute value acquired from text form to the ticket or notification email.
 
For example, you can divide the parts in Chatbot+, and in first part, [Acquire visitor's information] and in second part, acquire [Inquiry content]. If you want to reflect both parts to the ticket, you can set it following below.

1.Create text form to acquire visitor's information.
2.Create text form to acquire inquiry contents.
3.Link 1 and 2's forms, and reflect 1's information on 2.

 

1.Create text form to acquire visitor information.

(1)Click the setting button on the upper right of the management screen.


(2)Click [Chat]>[Function]>[Chatbot+] on the left side of the screen.


(3)Click [Add parts]


(4)Enter [Parts name] and [Overview].


(5)Set the optional rule.


(6)From the pull down "Action", click and choose [Message], and enter message in the box.


(7)Click [Add actions] button.


(8)Click and choose [text form] from the added pull down.


(9)Click [Add form element]>[Text form] and add necessary form.


(10)Enter text string in each of the added form.


(11)From the pull down "Action after sent", click and choose [Activate specified rule].


(12)Empty the box to enter part's ID for the moment, and click [Update] button.


(13)Click [ON] of the set rule from the list of rule in chatbot plus.
※If you click, it will switch [ON/OFF].

 

2.Create text form to acquire inquiry contents.

(1)Click the setting button on the upper right of the management screen.


(2)Click [Chat]>[Function]>[Chatbot+] on the left side of the screen.


(3)Click [Add parts].


(4)Enter [Part's name] and [Overview].


(5)From the pull down "Timer" in rules, click and choose [After activating specified rule], and enter [1] in the box of setting seconds.
※In here, for example, set to activate 1 second after sending the text form created in procedure [1.Create text form to acquire visitor information.]


(6)Click and choose [Text form] from the pull down "Action", and click and choose [Ticket] from the pull down below.


(7)Check in the box [Comment], and set other optional setting.


(8)Click [Add form element]>[Hidden form], and add form to reflect the visitor's information acquired in procedure [1.Create text form to acquire visitor information.] on the ticket.
※Add what is necessary.


(9)In the added hidden form, enter title which you want to reflect on the ticket or attribute value you want to summon.

You can summon attribute value like below.

Value to enter Attribute value to summon
___url___ URL
___ag.chat_username___ Name of person in charge
___cl.tags___ Tag
___cl.username___ Lead-Name
___cl.companyName___ Lead-Company name
___cl.tel___ Lead-Phone number
___cl.email___ Lead-Email address
___cl.chatUsername___ Chat-Name
___cl.chatCompanyName___ Chat-Company name
___cl.chatTel___ Chat-Phone number
___cl.chatEmail___ Chat-Email address
___cl.perhapsUsername___ Manage-Name
___cl.perhapsCompanyName___ Manage-Company name
___cl.perhapsTel___ Manage-Phone number
___cl.perhapsEmail___ Manage-Email address
___cl.*Attribute___ Free content

(10)Add the form to acquire inquiry content, and enter each letter string.


(11)Click [Update].


(12)Click [ON] of the set rule from the list of rules in chatbot+.
※If you click, it will switch [ON/OFF].

 

3.Link 1 and 2's form and reflect 1's information on the ticket made in 2.

(1)Confirm the Chatbot+'s ID made in procedure [2Create text form to acquire inquiry contents.] from the list of rules.


(2)From the list of rules, click [Edit] button in the rule created in the procedure [1.Create text form to acquire visitor information.]


(3)Enter confirmed ID in the procedure (1) in the emptied part's ID box.


(4)Click [Update] button.

 

Example of the ticket which attribute value is reflected

The ticket like below will be created when a visitor entered in the text form with the setting above.

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