We're updating help docs to reflect our new product naming. Gladly Sidekick (AI) is now called just Gladly, and Gladly Hero (the Platform) is now Gladly Team. Some articles may display outdated names while we update everything. Thank you for your patience! Learn more

Set Up Contact Forms

Prev Next

Background

Allows Customers to fill out a Contact Us form to submit a support request. This can be accomplished by using an existing contact form you have or by using a tool like Formstack to create one.

Goals

Create a Contact Us form to submit support requests.

Estimated Effort

10 minutes

Step-by-Step Tutorial & Best Practices

There are three important things to recall when sending Contact Us form submissions to Gladly:

  1. Submissions should be sent as an email to your support email address configured in Gladly (e.g. support@mycompany.com).

  2. Your Contact US form should collect the submitter's email address and validate it is correctly formatted (most Contact Us form providers, like FormStack, do this automatically).

  3. The submission email's Reply-To header should be set to the Customer's email address provided in step #2. This is very important to prevent emails from appearing on a single Conversation Timeline. This also allows Agents to respond directly to the Customer (most Contact Us form providers, like FormStack, can be configured to do this automatically without any code).

To embed a webform in Chat, see Embed a Web Form.

Contact Support

Can’t find the answer you need? Get in touch with the Gladly Support Team for assistance.

Contact Us