1. To start off, click on "settings".
2. Next up, click on "Rules" under Ticket Management.
3. Then, click on "Create Rule".
4. Now, either choose a rule from the templates or start from scratch, and click on Create Custom Rule. For now, let's proceed with "Auto-close spam emails".
5. Review the template and click on "Install rule".
6. Now, set up the exclusions.
7. Finally, click on "Update rule".
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This interactive demo/guided walkthrough on How to set up Autoresponder rules in Gorgias was created using Supademo.
How to set up Autoresponder rules in Gorgias : Step-by-Step Guide
To begin, navigate to the main menu and select the Settings option. This area is where you can configure all your account preferences and rules.
Once inside Settings, look for the Ticket Management section and click on Rules. This is where you manage the automation that helps streamline your support tickets.
In the Rules page, you’ll find the option to add new automation. Click on Create Rule to start defining a new workflow that fits your support needs.
Here you have the choice to either pick from existing templates or craft a rule from scratch. Let’s choose the “Auto-close spam emails” template to see how this rule works, then hit Create Custom Rule to proceed.
Review the details of the selected template to ensure it matches your requirements. If everything looks good, click Install rule to add it to your set of active rules.
Next, customize the rule by configuring any exclusions necessary. This step ensures that certain emails or tickets won’t be affected by this automation, giving you better control.
Once you’ve tailored the rule to your liking, confirm your changes by clicking on Update rule. This activates your new automation within the system.
With everything set up, you’re all set! You’ve just created a Supademo rule quickly and efficiently to help manage your inbox better.
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FAQs
What are autoresponder rules in Gorgias?
Autoresponder rules in Gorgias are automated workflows that send predefined responses to customer inquiries, helping to manage tickets without manual intervention, improving response times and customer satisfaction.
How do I access the Rules section in Gorgias?
To access Rules, navigate to the Settings menu, then click on Ticket Management, and select Rules where you can view, create, and manage automation workflows for your support tickets.
Can I customize autoresponder templates in Gorgias?
Yes, Gorgias allows you to customize existing templates or create rules from scratch, tailoring autoresponder messages and conditions to suit your specific support workflow and customer communication style.
What types of triggers can I use for autoresponder rules?
Triggers can include incoming ticket conditions such as message content, sender details, ticket status, or channel, which determine when the autoresponder rule is activated in Gorgias.
How do I exclude certain emails from autoresponder rules?
During rule setup, you can define exclusions to prevent certain emails or tickets from triggering the autoresponder. This customization ensures specific cases are handled separately or manually.
What happens after I click “Update rule” in Gorgias?
Clicking “Update rule” saves and activates your autoresponder rule, making the automation live. It will then automatically apply according to defined triggers and conditions on new incoming tickets.
Can autoresponder rules handle spam efficiently?
Yes, autoresponder rules like the “Auto-close spam emails” template can automatically filter and close unwanted spam tickets, reducing workload and clutter in your support inbox.
Is it possible to test autoresponder rules before activating them?
While Gorgias doesn’t provide a direct testing mode for rules, you can review and customize each rule carefully, apply it to a limited set of tickets, or monitor its effects closely after activation to ensure accuracy.
Can I create multiple autoresponder rules in Gorgias?
Absolutely. You can create multiple autoresponder rules tailored to different scenarios and ticket types, allowing comprehensive automation and improved support efficiency across various customer interactions.
Do I need coding skills to set up autoresponder rules in Gorgias?
No coding skills are necessary. Gorgias offers an intuitive interface with templates and visual rule builders, enabling anyone to set up and customize autoresponder rules efficiently and effectively.