You need to send your feedback form data to your help desk software—but how should you do it? You might be tempted to direct your form to send an email straight to your support tool, but that introduces a few issues. The emails won’t capture important metadata, like the customer’s account information or the ticket priority level. Plus, many help desk platforms—Zendesk included—will block automated emails and send them to restricted folders.
File upload forms help businesses get valuable information, whether it’s a photo for a product review or documents for a job application. The alternative is usually email, where you’re likely to lose track of files in countless threads or a bottomless inbox.
When you sign on a customer, understanding their needs and expectations is critical. That’s why most service-based businesses—whether marketing agencies, law firms, or consulting corporations—go through an onboarding period at the start of the client relationship to get on the same page and set goals together.
The client intake form is an essential tool for onboarding new clients. It allows you to collect information about your customers’ needs and wants in an organized, reliable way. And if you sync your form with a customer relationship management (CRM) system like Airtable, you can integrate the client intake data with the rest of your customer success information.