Agent Contact Forms are forms your customers can use to contact you, directly from the system tray. They are one of the many Policy Modules available in Syncro.

You can use Agent Contact Forms to create more automation within your business, and make communication with your customers easier. 

You can create different forms for specific scenarios applicable to your business. For example, you could create one form for customers to use only in “emergency” situations, and another for a “normal” Ticket creation or during “weekend” hours. You can even use different logos in each form to make things clearer for your customers.

Tip: The power of this feature is evident in the Ticket automation aspect. When a customer submits the form, Syncro can automatically generate a Ticket in your account. See Automatically Create a Ticket From the System Tray for details.

You can read on, or watch this short video to learn more:

Create an Agent Contact Form

Note: This is a one-time set up of a customized Agent Contact Form that you can use with all your Customers.

To set up the Agent Contact Form, follow these steps:

1. Navigate to the Policies tab/module.
2. From the “Policy Modules” dropdown menu in the upper right, select “Agent Contact Forms." The Contact Form Policies table displays. 
   Tip: Syncro provides the “Example Agent Contact Form” to help you learn what may be helpful to put into a form.
3. Click +New Contact Form Policy. The New Contact Form Policy page displays. 
4. In the CONTACT FORM SETTINGS section, complete the fields on the page, including the various pieces of text that make up the Contact Form your customers will see:
   
   Tip: If you uncheck the "Use Account Logo" box, you can enter a URL to a different JPG or PNG image.
5. In the FORM FIELDS SETTINGS section, mark any fields you’d like to make required.
6. In the ERROR MESSAGE SETTINGS section, help customers take the next step by providing information about what they should do if the form does not submit properly.
7. In the GENERATED TICKET SETTINGS section, specify how the Ticket gets created in your Syncro account when this Agent Contact Form is submitted. You can preset the Assignee, Issue Type, and Custom Field Type, if desired.
8. Click Save Contact Form Policy.

Edit, Clone, or Delete an Agent Contact Form

To edit, clone, or delete an existing Agent Contact Form, follow these steps:

1. Navigate to the Policies tab/module.
2. From the “Policy Modules” dropdown menu in the upper right, select “Agent Contact Forms." The Contact Form Policies table displays.
3. Click the More (triple dot) icon to select your desired action:

• Edit: Displays the Agent Contact Form in edit mode. (Same as clicking the hyperlinked Name from the Contact Form Policies table.) Be sure to click Update Contact Form Policy after making your changes.
• Clone: Creates a copy of the Agent Contact Form. Be sure to give your copy a more meaningful name. Be sure to click Update Contact Form Policy after making your changes.
• Delete: Deletes the Agent Contact Form after you click OK to confirm.
  Note: Be sure to update your policies prior to deleting the agent contact form.