Template
In short: the Template feature lets you add extra fields that appear when someone creates a ticket. You can tailor templates to all kinds of business needs, such as orders, technical issues and more. With templates, tickets can do much more than handle orders.
How to create a ticket template:
Open the Template tab
In the left navbar, click the Ticket tab. You'll see a few options: View Ticket, Template and Product. Choose Template.
Create a new template
Click Create Template to create a new template.
The Create Template pop-up has two sides:
Left side: the title, suggested fields and the fields you've added.
There are preset templates you can use under "Quick Start with Template", such as order or order issue.
Once you've chosen a field type, you can enter a default value (optional) as well as the field name.
Right side: the field types you can add. The available field types are:
Text: regular text, letters or numbers.
Number: numbers only.
Date: shows a date picker.
List Option: creates a dropdown.
Price: adds a price, such as shipping or COD, which is added to the product price automatically.
Enter a title
Give your template a title.
Add fields to the template
To add a field, click + next to one of the available fields. It will appear on the left side.
Set up your fields
Tick Required if the field must be filled in.
To remove a field, click Delete or the trash icon.
Set up a List Option
When you add a List Option, two options appear by default. You'll need to name both.
To add another option, click Add Option. This adds a third option.
Name the third option, or if you don't need it, click the X on its right to remove it.
Important: a List Option needs at least two options. You can only remove extra options (the third one onwards), not the first two.
Finish creating the template
Once you've added all the fields you need, click Create.
See your template
Your new template will appear in your list of templates.
Set a template as default
To make your new template the default, just click it. It becomes the default and is marked as such.