How Users & Agents Create Tickets with Templates

Ticket Templates help users and agents start new tickets with predefined subject and message content.

When a template is selected, the form fills in the ticket subject and message automatically.

Select a ticket template

  1. Open the Smart Support ticket creation page.
  2. Find the Choose a Template dropdown.
  3. Select a template from the list.
  4. Review the prefilled subject and message.
  5. Complete any other required ticket fields.
  6. Submit the ticket.

To create a ticket without a template, leave the dropdown set to: — Select a Template —

What happens after selecting a template

When you select a template:

  • The Subject field is filled in
  • The Message field is filled in
  • A short success notice may appear
  • Locked fields may become read-only or non-editable

Clearing a selected template

To clear the selected template, choose: — Select a Template —

When the script runs correctly on the form, this clears the subject and message and unlocks the fields.

Locked subject or message

Administrators can lock the subject, message, or both.

Lock setting What it means
Lock Subject The subject cannot be edited after selecting the template
Lock Message The message cannot be edited after selecting the template

Locked fields are useful when specific wording must stay consistent, such as policy statements or required request formats.

Editing template content

If the template is not locked, users and agents should personalize the ticket before submitting it.

Good edits include:

  • Adding product names or versions
  • Adding order IDs or account details
  • Removing sections that do not apply
  • Adding screenshots or attachments if available
  • Clarifying the exact issue

When to use a template

Use a template when… Start with a blank ticket when…
The request matches a common issue type The issue is unusual or does not fit a template
The form should follow a checklist A short custom question is enough
Support needs specific details up front Template wording would confuse the request
The subject should follow a standard format The ticket is highly specific or personal

Admin ticket creation note

Templates are primarily designed for the supported frontend Smart Support ticket form.

The WordPress admin Add New Ticket screen may use a different form class and may not show the template selector unless your site has customized the admin form to support it.