Responding to a customer directly
- Click on the ticket to open it.
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Use the 'public reply' to write your email response. Remember the following:
- Keep your tone professional
- Be crisp and to the point
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Proofread before sending
Email Formatting:
(Salutation)
(Body)
(Closing)
(Signature)
Example:
Hi John,
Thank you for getting back to me.
I can confirm that this has now been reset, and you can now log in to your Customer Portal to set up a new 2FA. When you log in, there will be a step-by-step guide on setting this up.
Please let me know if you have any questions.
Best regards,
(Insert Signature)
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Once you have written your email, update the following fields:
- Requester: customers email
- Department: be mindful of VPL and VC options
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Reason for Contact: select the appropriate option
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Proofread before sending, then click 'Submit as'
- Pending if you are expecting a customer's reply.
- Solved if no response is required.
- On-Hold if a requester has indicated they will take longer than expected to reply. The due date can be set to 7 days or when the requester specifies a reply.