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SaaS Customer Support Funnel Template

Get your customer support requests processed faster with automated request forwarding

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Template Content

Request tagging & sorting
Problem-to-solution matching
Internal request notifications

Features Used

Process more customer support requests in less time - tag and sort each request and direct people to the right department immediately.

This template helps you create automated support funnels that identify most common issues before directing customers to speak to a person. Collect information about the issue and the account before a support representative jumps in.

Help your customers faster without straining your support team.

Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.

How it works

01 Customize

Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

02 Configure

Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

03 Connect

Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

04 Share

Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

05 Analyze

Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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