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How To Setup Service Channel To Collect Requests Via Various Channels
- Click the
‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
- Now, click on ‘Service Channels’ from the left menu, followed by clicking on ‘Channel Requests’ from the middle section
- Now, from ‘Channel Request Preferences’, select the source from dropdown ‘Select Source’
- For the selected source, you can create three types of methods to submit requests. Via email, or inline form or embedded form
- For ‘Email’, you may simply share the generated link with your customers to submit a request. If you have selected inline or embed form, copy this code to your site’s HTML code to receive submissions
- You can also select employee you would like to notify every time a new channel request is submitted using ‘Email Notifications’ section on the same page.