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Assigning Tickets Automatically Based on Product

You can assign tickets to users by service, event, or digital media product automatically if it’s needed. This means any and all tickets that come from that item will default to the assigned user.

  • Depending on which product type you are assigning, you’ll need to navigate to different places in the site.

    • For digital media products, go to Settings > Products > Impression, Targeted Display, Slot, or Reserved Products.

    • For service items, navigate to Settings > Products > Service Products.

    • And finally for events, go to the Events tab on the left-hand menu and open the desired event.

    • For each option, edit the specific product you want to automatically assign.

  • On the edit pages or popups, there is a text field called Assignment & Notification. When you enter in a user in this text field, the user will be notified and assigned to any tickets for this product.

  • You can also include additional users in the notification column to receive emails when tickets are created, but only one user gets assigned to the ticket.

Note

The product level ticket assignment is the middle tier of assignment priorities. It will override the system configuration and publication assignment settings, but if a user is set as the Ticket Assignment user on a company level, that will override the product assignments.

New 6/19/2024