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Ticket Tasks for Online Reputation Management


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About Ticket Tasks for Online Reputation Management

You can use workflows to create a ticket using the ticket task that notifies your team when an online review or social media post is flagged. Tickets provide a single hub for collaborating with your team to efficiently engage with customers.

Online review in a ticket

Setting Up an Online Reputation Ticket Task

  1. Navigate to your Online Reputation Management project.
  2. Select the Workflows tab.
    Creating a workflow when an event is received
  3. Create a workflow.
  4. Select Started when an event is received.
  5. Select Data Set Record.
    The data set record task event from the event selection menu
  6. Choose which event(s) you would like to trigger the workflow.
    Select the event property and then click save
  7. Click Save.
  8. Click the plus sign ( + ) to create a condition for your workflow. See Creating Conditions for more information.
    Add conditions and then add a new task
  9. Click the plus sign ( + ).
  10. Select Add a task.
  11. Select Tickets.
    The tickets task from the task selection menu
  12. Create the ticket task with the appropriate owner, ticket details, and other fields that you’d like to use. For more information, see Tickets Task.
    Creating the ticket task then click Save
  13. Click Save.

Using Online Reviews in Tickets

Once the ticket task in your online reputation workflow is triggered, a ticket will be created in the ticket follow-up page.  Click on the ticket to expand it.

A ticket in the follow-up page that is highlighted

With the ticket open, select the Customer response section to view the response in the ticket. To reply to the comment, type a response into the text box then click Submit.

Arrow pointing to the customer response section of a ticket

Message Templates

You can add message templates from your library to the ticket task in order to easily respond to positive or negative reviews.

The message template dropdown highlighted.

  1. Navigate to the Library.
    Adding a message from the library
  2. Click New resource.
  3. Select Message.
  4. Select ORM Reply from the Message Type drop-down menu.
    Configuring the properties of a new ORM Reply type message
  5. Enter your message template into the ORM Reply textbox.
    Qtip: You can use piped text ( { A } ) to pull useful information from your review data into the ticket.
  6. Select a Language and Destination Folder, if you’d like.
  7. Name the message.
  8. Click Save.
  9. Set up an Online Reputation Management ticket task.
  10. Select your template from the Message library folder section of the ticket task.
    Message folder highlighted, then click Save
  11. Save your ticket task.

Once a ticket is created, ticket owners can select a template message from the folder assigned in the ticket task. Messages can be edited in the textbox before you click Submit.

Template dropdown menu highlighted

Once you reply to the review, you can decide whether to close the ticket. To edit a reply, click the pencil icon.

Pencil icon next to a reply