Agents are employees from the company that addresses issues to the customer\'s satisfaction.
Introduction
Allows customer support agents to receive, process, and respond to service requests consistently and efficiently.
Allows customer support agents to receive, process, and respond to service requests consistently and efficiently.
The following is the definition(s) of the concept(s) covered in the context of WP Ticket app:
Agents are employees from the company that addresses issues to the customer\'s satisfaction.
A tickets represents a help request.
Watch WP Ticket Community introduction video to learn about the plugin features and configuration.
Smart Search Addon for WP Ticket Community edition helps you:
WP Ticket provides access to content based on a user's role in your organization. A role defines a set of tasks a user is allowed to perform and is assigned to a user when he or she registers into the system. Please check the Roles and Responsibilities section of this document to see the available access roles and the functionality they have access to.
Using WP Ticket, you can create, modify, delete, and search ticket records, associated taxonomies, or relationships.
To create ticket records in the admin area:
Alternatively, you can create ticket records using the ticket entry form in the frontend by filling out the required fields.
Ticket Attachments file can be linked to Tickets using the admin backend or using the "ticket" entry form in the frontend when creating a new ticket. You can upload unlimited number of Attachments.
After the ticket is created. Only the users who has "publish" right can upload Attachments using the ticket edit screen.
Tickets can be modified by clicking on the "Edit" link under the ticket title in the ticket list page in the admin area. Make any necessary changes and then click Publish.
In WP Ticket, users are only allowed to search tickets they have access to. Users who have access to tickets can search using the filter system in the ticket admin areaor search forms in the frontend
To schedule Tickets for publication on a future time or date in the admin area:
To create a password protected ticket in the admin area:
Only an Administrator and users with "publish" right can change the password set for your ticket or modify visibility setting by clicking the "Visibility: Edit" link again.
When ticket content is password protected, ticket title displays the text "Protected: " before the ticket Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".
If multiple tickets have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different tickets with two different password, you must re-enter the ticket password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.
Tickets can be privately published to remove them from ticket lists and feeds.
To create a private ticket in the admin area:
Only an Administrator and users with "publish" right for the ticket can change visibility setting by clicking the "Visibility: Edit" link again.
To preview ticket content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.
To create a draft ticket in the admin area:
Once the ticket is published the user who created the ticket is assigned as the ticket author. Ticket authors can view and edit the ticket. One can change the ticket author from the author box. The author box drop down is limited to the users who have ticket "publish" right.
You can create connections between Agents and Tickets by clicking on "Create Connection" link in the "Assignee" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.
After the connection created, you can update or publish your ticket. You can create at most one connection.
WP Ticket Community supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about tickets.
To create a custom fields for your tickets
You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Ticket concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.
Once you create ticket custom fields, they are displayed in the frontend. The custom fields are available to be for your forms too. You can enable or disable them in the form layouts from WP Ticket menu > Settings page > Forms tab . By default all custom fields are disabled.
Priority can be set by clicking on the desired option in "Priorities" box and updating/saving the ticket. Setting a value for Priority is optional. Priority is also not organized hierarchically meaning there's no relationship from one Priority value to another.
WP Ticket comes with a preset Priorities defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Priorities.
Status can be set by clicking on the desired option in "Statuses" box and updating/saving the ticket. Setting a value for Status is optional. Status is also not organized hierarchically meaning there's no relationship from one Status value to another.
WP Ticket comes with a preset Statuses defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Statuses.
Topic can be set by clicking on the desired option in "Topics" box and updating/saving the ticket. Setting a value for Topic is optional. Topic is also not organized hierarchically meaning there's no relationship from one Topic value to another.
WP Ticket comes with a preset Topics defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Topics.
Displaying Ticket archives can be done by creating a link in the Appearance Menus Screen in the admin area.
Alternatively, if you'd like to display a specific Ticket, you can select the link from Ticket metabox and add it to your menu. If you don't see Ticket metabox, check the Screen Options to ensure it is set to display.
To create a custom link for Ticket archives:
Tickets can be created through emails by purchasing WPAS incoming email extension. After activation of the extension, incoming email link will appear under WP Ticket menu in the admin area. WPAS incoming mail extension allows to poll IMAP or POP3 servers, with or without SSL/TLS to receive emails. Polling frequency can be set to allow processing emails in specified intervals.
Using WPAS incoming email extension. You can define specific message processing rules per Ticket:
Email processing activity history is recorded for processing errors or validations.
Incoming email settings can be configured by selecting WP Ticket menu in the admin area and clicking on Incoming email link.
In WP Ticket, Tickets are locked during editing, preventing other users from accessing and modifying the Ticket.
If a user clicks to edit one of the Ticket records that's currently locked they are presented with three options in a pop-up dialog:
The user that has been locked out receives the following dialog, and is no longer able to edit the Ticket. It can take up to 15 seconds for the current Ticket editor to be notified that another user has taken over.
You can use Canned Responses feature for responding to common questions or cases with predetermined responses rather than typing the same answer repeatedly.
Canned Responses feature allows to:
To use this feature:
Canned Response feature is an extension which is sold separately and must be activated to be used.
Using WP Ticket, you can create, modify, delete, and search agent records, associated taxonomies, or relationships.
To create agent records in the admin area:
Agents include user connection field. User connection field maps agents to WordPress users and must be filled out to be able to create a valid record. You must first create a user or modify an existing user assigning her to either one of the following roles:
User connection dropdown will be empty if you do not have any user assigned to the roles listed above.
WordPress users and Agents have one-to-one relationship. In other words, every agents must be linked to a user. This mapping can be done by Administrators by clicking on Operations button in the Agents list screen and selecting Map Users tab. After mapping created and saved, existing WordPress users are mapped to agents.
If Create agents from existing users... checkbox on the same tab is checked, a corresponding member is automatically created based on the mapping when a new WordPress user with the supported role listed above is created. If you do not want to map a field or use a different value than used in the user registration, choose Do not map this field option from the corresponding mapping dropdown.
Agent Photo image file can be linked to Agents using the admin backend when creating a new agent. You can upload at most 1 file.
After the agent is created. Only the users who has "publish" right can upload Photo using the agent edit screen.
Agents can be modified by clicking on the "Edit" link under the agent title in the agent list page in the admin area. Make any necessary changes and then click Publish.
In WP Ticket, users are only allowed to search agents they have access to. Users who have access to agents can search using the filter system in the agent admin area.
To schedule Agents for publication on a future time or date in the admin area:
To create a password protected agent in the admin area:
Only an Administrator and users with "publish" right can change the password set for your agent or modify visibility setting by clicking the "Visibility: Edit" link again.
When agent content is password protected, agent title displays the text "Protected: " before the agent Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".
If multiple agents have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different agents with two different password, you must re-enter the agent password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.
Agents can be privately published to remove them from agent lists and feeds.
To create a private agent in the admin area:
Only an Administrator and users with "publish" right for the agent can change visibility setting by clicking the "Visibility: Edit" link again.
To preview agent content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.
To create a draft agent in the admin area:
Once the agent is published the user who created the agent is assigned as the agent author. Agent authors can view and edit the agent. One can change the agent author from the author box. The author box drop down is limited to the users who have agent "publish" right.
WP Ticket Community supports creating of custom fields. Creating of custom fields provides a quick way to allow you to extend the content with key/value pairs also known as meta data. Custom fields store arbitrary extra information about agents.
To create a custom fields for your agents
You can create as many custom fields as you need. If your custom field key may have multiple values, create a new field and use the same key with different values. You can use HTML code in the value box. WP Ticket concatenates each value separated with a space character. By default, WordPress shows 30 custom fields in the dropdown list.
Once you create agent custom fields, they are displayed in the frontend.
Displaying Agent archives can be done by creating a link in the Appearance Menus Screen in the admin area.
Alternatively, if you'd like to display a specific Agent, you can select the link from Agent metabox and add it to your menu. If you don't see Agent metabox, check the Screen Options to ensure it is set to display.
To create a custom link for Agent archives:
In WP Ticket, Agents are locked during editing, preventing other users from accessing and modifying the Agent.
If a user clicks to edit one of the Agent records that's currently locked they are presented with three options in a pop-up dialog:
The user that has been locked out receives the following dialog, and is no longer able to edit the Agent. It can take up to 15 seconds for the current Agent editor to be notified that another user has taken over.
Widgets provide a simple and easy-to-use way of displaying content and features on your sidebars or dashboard.
Sidebar widgets can be added, removed, and rearranged on the WordPress Administration Appearance > Widgets panel. Dashboard widgets can be enabled or disabled using Screen Options tab in your app dashboard page. All widgets have drag-and-drop functionality.
The following sections list the WP Ticket widgets:
Recent Tickets is an entity dashboard widget which is available in WordPress Dashboard. It shows latest 10 published ticket records without any page navigation links.
Recent Tickets is an entity sidebar widget. It shows latest 10 published ticket records without any page navigation links.
Standard views display a single type of content in a custom format and can be used in place of archive views. Administrators can display standard views using their shortcodes by choosing the name of the view you want to display from the WPAS component list after clicking on the WPAS toolbar button on any page.
The following sections list the WP Ticket standard views available:
"Ticket List" is a standard view which displays 10 Ticket records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Ticket List". You can visit this page to access the view. To display it in another page or post, use [support_tickets]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.
Integration views combine interrelated views of your content in one page to provide a summary or to highlight essential information.
The following sections list the WP Ticket integration views:
Search ticket view for registered users."Registered User Search Ticket" is a combo report. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Registered User Search Ticket". You can visit this page to access the view. To display it in another page or post, use [private_search_ticket]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.
Submit ticket view for registered users."Registered User Submit Ticket" is a combo report. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Registered User Submit Ticket". You can visit this page to access the view. To display it in another page or post, use [private_submit_ticket]
shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.
Forms allow users to enter data that is sent to WP Ticket for processing. Forms can be used to enter or retrieve search results related to your content.
The following sections list the WP Ticket forms:
"Search tickets" form is used for searching ticket records from the frontend. You can use [search_tickets]
shortcode to display it in a page or post of your choise as well.
The following are the fields used in the form:
"Submit tickets" form is used for entering ticket records from the frontend. You can use [submit_tickets]
shortcode to display it in a page or post of your choise as well.
The following are the fields used in the form:
The following table shows the capabilities and the access roles available in WP Ticket app. "Red" color means the users who belong to the corresponding role do not have the capability. "Green" color means the users who belong to the corresponding role have the capability.
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Edit Tickets | |||||||||||||
Delete Tickets | |||||||||||||
Edit Others Tickets | |||||||||||||
Publish Tickets | |||||||||||||
Read Private Tickets | |||||||||||||
Delete Private Tickets | |||||||||||||
Delete Published Tickets | |||||||||||||
Delete Others Tickets | |||||||||||||
Edit Private Tickets | |||||||||||||
Edit Published Tickets | |||||||||||||
Manage Operations Tickets | |||||||||||||
Set Author Tickets | |||||||||||||
Edit Canned Responses | |||||||||||||
Delete Canned Responses | |||||||||||||
Edit Others Canned Responses | |||||||||||||
Publish Canned Responses | |||||||||||||
Read Private Canned Responses | |||||||||||||
Delete Private Canned Responses | |||||||||||||
Delete Published Canned Responses | |||||||||||||
Delete Others Canned Responses | |||||||||||||
Edit Private Canned Responses | |||||||||||||
Edit Published Canned Responses | |||||||||||||
Manage Operations Canned Responses | |||||||||||||
Edit Agents | |||||||||||||
Delete Agents | |||||||||||||
Edit Others Agents | |||||||||||||
Publish Agents | |||||||||||||
Read Private Agents | |||||||||||||
Delete Private Agents | |||||||||||||
Delete Published Agents | |||||||||||||
Delete Others Agents | |||||||||||||
Edit Private Agents | |||||||||||||
Edit Published Agents | |||||||||||||
Manage Operations Agents | |||||||||||||
Limit by Author Backend Tickets | |||||||||||||
Limit by Author Frontend Tickets |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Manage Priorities | |||||||||||||
Edit Priorities | |||||||||||||
Delete Priorities | |||||||||||||
Assign Priorities | |||||||||||||
Manage Topics | |||||||||||||
Edit Topics | |||||||||||||
Delete Topics | |||||||||||||
Assign Topics | |||||||||||||
Manage Statuses | |||||||||||||
Edit Statuses | |||||||||||||
Delete Statuses | |||||||||||||
Assign Statuses | |||||||||||||
Manage CR Categories | |||||||||||||
Edit CR Categories | |||||||||||||
Delete CR Categories | |||||||||||||
Assign CR Categories | |||||||||||||
Manage CR Tags | |||||||||||||
Edit CR Tags | |||||||||||||
Delete CR Tags | |||||||||||||
Assign CR Tags |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Limit by Tickets Assigned To |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
View Recent Tickets | |||||||||||||
Configure Recent Tickets |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
All Forms are open to public. |
CAPABILITY | Administrator | Editor | Author | Contributor | Subscriber | WooCommerce Shop Manager | WooCommerce Customer | EDD Shop Manager | EDD Shop Worker | EDD Shop Accountant | EDD Shop Vendor | Manager | Agent |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
All Views are open to public. |
Notifications are email alerts WP Ticket sends when new modifications, additions or changes occur.
Notifications tab can be accessed from Settings > WP Ticket Settings page in the admin area. Using Notifications tab you can:
For notifications to work, you must be able to send emails from the server WP Ticket enabled. The following sections list the notifications available for WP Ticket:
When any Ticket record:
The following get notified:
When any Assignee of Tickets to:
The following get notified:
Plugins are managed from the Plugins screen in the Administration Screens of your WordPress site. All Plugins listed on this screen are found in your wp-content/plugins directory. Each Plugin has a description in its header section of what it does, an author and website to refer to, and a version number. Find WP Ticket from the list.
To install your WP Ticket Plugin using the built-in plugin installer:
Replace VERSION in instructions with the version number of WP Ticket you want to install. After the activation, the WP Ticket plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.
To uninstall your WP Ticket Plugin using the built-in plugin installer:
WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the WP Ticket is available.
To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.
We offer different plugin editions to better match your needs. If you purchased a different edition of WP Ticket, follow the steps below to upgrade your plugin:
Upgrading WP Ticket Community edition does not have any impact on your existing data but it is always a good idea to back up your WordPress database as a rule of thumb before any changes.
WP Ticket Community edition is configured to work with many plugin extensions. Most plugin extensions work regardless of the edition unless specified specifically in the plugin page.
if you purchased a plugin extension, follow the instructions in WordPress Codex to install and activate your plugin extension like any other WordPress plugin.
If your extension comes with a license key, you must save and activate your license key to get software updates and support.
Administrators can show, hide, and resize form elements by clicking on the Settings page under WP Ticket menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".
Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.
Make sure to save your changes after any modification otherwise your changes will not take effect.
The default entity base slug can be changed within entity tab of settings page in WP Ticket menu. After you update, make sure to refresh your site's Permalinks under Settings. You can only change base slug if post name based permalink structure is selected.
For the most part, WP Ticket templates will integrate nicely with most WordPress themes. However you may run into issues when the default WP Ticket content wrappers do not match your chosen theme or your theme's CSS rules overwrite WP Ticket CSS rules.
Theme related issues manifest themselves by;
Theme related issues can potentially affect all single, taxonomy, archive and shortcode pages because WP Ticket uses templates of its own to display these pages and it’s impossible for eMDPlugins to know exactly what markup or CSS rules your theme uses.
There are three methods to resolve theme related issues;
If the issue can not be resolved through simply modifying the header and footer templates, you need to modify your theme's page.php.
Please note that this approach eliminates Your ability:
from WP Ticket, settings page.
To set up this template page:
Next you need to find the loop (see The_Loop). The loop usually starts with a:
<?php if ( have_posts() ) :
and usually ends with:
<?php endif; ?>
This varies between themes. Once you have found it, delete it. In its place, put:
<?php wp_ticket_com_content(); ?>
You add custom CSS rules in the Custom CSS field of Tools tab under WP Ticket menu, settings page to overwrite your theme's default CSS. The custom css rules added in the settings are not deleted when your plugin gets updated.
You can learn CSS language by completing the tutorials at w3schools.com
WP Ticket can be translated into any language by editing wp-ticket-com-emd-plugins.pot and wp-ticket-com.pot files.
Follow the steps below to fully translate WP Ticket into the desired language:
Screen Options is displayed as a hanging tab under the toolbar. Click on the Screen Options tab to expand the options available for a particular Screen, check (or uncheck) the desired options, then click the Screen Options hanging tab to collapse the Screen Options. Each screen may have a different set of Screen Options.
Edit page screen options allow the user to decide the edit boxes ,such as taxonomies, relationships or specific boxes such as authors, are presented in the edit area. You can turn on and off the ones that are not needed for a particular edit session.
List page screen options allow users to set the number of records displayed in the list table.
Shortcodes are small blocks of reusable code that can be inserted in a page to generate dynamic and often complex functionality. There is no limit in number of shortcodes that can be created and used. Multiple shortcodes can be used in the same page.
The following shortcode creates a Ticket List page with tickets of Priorities category.
[support_tickets filter="tax::ticket_priority::is::YOUR TAXONOMY VALUE;"]
The following shortcode creates a Ticket List page with tickets of Priorities category.
[support_tickets filter="attr::emd_ticket_id::is::YOUR ATTRIBUTE VALUE;"]
The following shortcode creates a Ticket List page with tickets of Priorities category where Ticket ID is emd_ticket_id .
[support_tickets filter="attr::emd_ticket_id::is::YOUR ATTRIBUTE VALUE;tax::ticket_priority::is::YOUR TAXONOMY VALUE;"]
The following shortcode creates a Ticket List page with the published tickets of Priorities category where Ticket ID is emd_ticket_id in descending order by comment count, displaying 15 tickets with no pagination.
[support_tickets filter="attr::emd_ticket_id::is::YOUR ATTRIBUTE VALUE;tax::ticket_priority::is::YOUR TAXONOMY VALUE;misc::post_status::is::publish;misc::order::is::DESC;misc::posts_per_page::is::15;misc::has_pages::is::false;misc::orderby::is::comment_count;"]
Note: Replace YOUR ATTRIBUTE VALUE with the value stored for that attribute and YOUR TAXONOMY VALUE with the slug of the corresponding taxonomy value.
WP Ticket offers extensive customization options from plugin settings, settings page. The following customizations can be done without changing your theme's template files:
If your customization requirements are more complex and can not be resolved through the list of options provided above, you need to implement advanced customization techniques.
WP Ticket advanced customization can be done on 3 different areas;
Plugin customization can be implemented by using 4 different methods:
If you'd like to modify the functionality, you need to modify the plugin design (sold separately) using WP App Studio ProDev API access (sold separately and monthly development plans are available).
If you like to customize how HTML elements are to be displayed on screen, you can add custom CSS rules with higher specificity to your theme's style.css file.
If you'd like to customize layouts of WP Ticket, Please follow the steps below:
The layout files you added in the "emd_templates" has always precedence over the plugin's layout files. If the customized files get deleted, the layouts which came with your plugin are displayed. We recommend that you create a child theme if you'd like to minimize the risk of accidental deleting of the "emd_templates" directory because of theme updates.
The following layout file types can be customized:
WP Ticket labels and messages can be customized to better match your needs through language files. The customization is very similar to localization but recommended for US English users only. If your language is different than US English, you should localize instead of customize. The customization can be done for the strings included in wp-ticket-com-emd-plugins.pot and wp-ticket-com.pot files.
The following steps cover the string customization of labels and messages.
Follow the steps below to fully customize WP Ticket labels and messages:
All customization can be done by yourself or emarketdesign.com. Open a support ticket, if you prefer us to do the customization for you.
Below is the list of attribute and taxonomy definitions.
Agents are employees from the company that addresses issues to the customer\'s satisfaction.
A tickets represents a help request.
The following are the preset values and value descriptions for "Priority:"
Critical | A problem or issue impacting a significant group of customers or any mission critical issue affecting a single customer. |
Major | Non critical but significant issue affecting a single user or an issue that is degrading the performance and reliability of supported services, however, the services are still operational. Support issues that could escalate to Critical if not addressed quickly. |
Normal | Routine support requests that impact a single user or non-critical software or hardware error. |
Minor | Work that has been scheduled in advance with the customer, a minor service issue, or general inquiry. |
Uncategorized | No priority assigned |
The following are the preset values for "Topic:"
Feature request, Task, Bug, Uncategorized, Order, Presales