Send an email to new customer

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Moderator: crythias

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crythias
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Send an email to new customer

Post by crythias »

This assumes a one-at-a-time creation.

You know how you create a user and then you have immediately a "New Ticket" entry above? Let's create a response and send them a welcome as a first ticket.

Just create this as a Response and attach the response to a queue.

Code: Select all

This sample ticket is to provide your username (<OTRS_CUSTOMER_DATA_UserLogin>).

Feel free to send service requests via email to [otrs email address here].

Please click http://your.otrsdomain/otrs/customer.pl#Reset to set a password.
OTRS 6.0.x (private/testing/public) on Linux with MySQL database.
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crvio
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Re: Send an email to new customer

Post by crvio »

Hi crythias,

Is this "New Ticket" created automatically?
If so, how?

Thanks in advance!
crythias
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Re: Send an email to new customer

Post by crythias »

crvio wrote:Is this "New Ticket" created automatically?
No. The creator of the new customer will have to click "New Email" and choose the Response.
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crvio
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Re: Send an email to new customer

Post by crvio »

Thanks Crythias for the fast answer,

I think that i'm not presented with a menu to choose a response, from the "new email ticket" page
Am I?

As far as i can see, im only presented with that option in the "Reply ticket" page.

Sorry if i'm missing sth.

Thanks in advance!
crythias
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Re: Send an email to new customer

Post by crythias »

You're right, of course. I guess I was not thinking this through. I work on this from a "Create a base ticket, then reply to the customer" standpoint. Since I disabled phone ticket sending email I usually create a stub ticket that way and then use the reply feature to do the next step.
OTRS 6.0.x (private/testing/public) on Linux with MySQL database.
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crvio
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Real Name: Cristóbal

Re: Send an email to new customer

Post by crvio »

Your approach works just fine.

Specially setting a queue for invitations (which is taken away from client menu via ACL) and setting an auto response for that queue.
Then you just have to create a phone ticket with the apropiate subject and you're done.

Thanks!
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