A ready-to-use conversational form

Support ticket form template

A support ticket form that sorts each request by category, asks the details that queue needs, and records what the customer has already tried.

15 questionsAbout 3 min6 branches2 endingsRead the template guide
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Support ticket

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What's the email on your account?

How can we help? Tell us what's going on.

What's the email on your account?

A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Email
  • Single select
  • Short text
  • Long text
  • File upload

The conversation

What a respondent is asked, in order.

How can we help? Tell us what's going on.

1

What's the email on your account?

Emailrequired
2

What's this about?

Single selectrequiredsplits the flow
3

Which invoice? The number is usually at the top.

Short textoptionalif category is Billing or invoices
4

What do you need?

Single selectrequiredif category is Billing or invoices
5

What does the error say, word for word?

Short textoptionalif category is Account and sign-in
6

How do you normally sign in?

Single selectrequiredif category is Account and sign-in
7

Where in the product?

Short textrequiredif category is Something isn't working
8

Since when?

Single selectoptionalif category is Something isn't working
9

What happens, and what did you expect to happen?

Long textrequiredif category is Something isn't working
10

What are you trying to get done?

Long textrequiredif category is How do I do something?
11

Tell us what's going on.

Long textrequiredif category is Something else
12

What have you already tried?

Long textoptional
13

Anything else we should know?

Long textoptional
14

Anything to attach? A screenshot is often worth a paragraph.

File uploadoptional
15

How urgent is it?

Single selectrequiredsplits the flow

Endings

Ticket created 🎫

Flagged as urgent 🚨

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your support ticket form

  • Which categories map to separate people or queues on your team?
  • What does each queue always ask for first? Put that question in its arm.
  • What reply time can you really promise for urgent and normal tickets?
  • Should the how-to arm point people to your help pages before they submit?

How to use the responses

Work the urgent tickets first, then filter by category so each person takes their own queue. Read the tried answer before replying so your first message moves things forward instead of repeating the basics. Every few weeks, look at the how-to tickets: the questions that keep coming back are the help articles you should write next.

How to customize and share this template

  1. 1Rename the categories to match your support queues and edit each arm's questions.
  2. 2Update both endings with reply times your team can keep.
  3. 3Link the form from your app's help menu, your help pages and your email footer.

Frequently asked questions

What should a support ticket form include?

The customer's account email, a category, the details that category needs, what they've already tried, any screenshots, and how urgent it is.

Why ask for a category first?

It sends each ticket to the right person without someone sorting them, and lets the form ask only the questions that matter for that kind of problem.

Why ask what the customer has already tried?

It saves a round of replies. Nobody wants to be told to restart the app when they did that an hour ago.

Can I use this instead of a help desk tool?

For a small team, often yes. Tickets arrive in your dashboard, you can filter them by category and export them to CSV.

A few more possibilities

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