Our Products & Services
Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Accounts
Getting Started with Inventory
Getting Started with Ticketing
Setting Sonar up for Billing
Baseline Configuration
How To: Using Sonar's Customer Portal
User Specific Resources
Accounts
Account Groups: Overview & Example Use Cases
Account List View: Overview
Account Management View: Overview
Account Statuses: Overview & Example Use Cases
Account Types: Overview & Example Use Cases
Anchor & Linked Serviceable Addresses: Overview and Best Practices
CPUC Fixed Broadband Deployment by Address
Child Accounts: Best Practices & How Tos
Creating a New Account
Disconnecting an Account
FCC Broadband Data Collection (BDC) Filings: How Sonar Can Help
FCC Data Exports: General Overview and Usage
Future Serviceable Addresses: Overview
Lead Intake Form Processing
Notes & Tasks: Best Practices & Use Cases
Scheduled Events: Overview & Use Cases
Serviceable Addresses: Overview and Usage
Specify Account ID upon Creation
Understanding the Affordable Connectivity Program
Using Sonar's FCC Broadband Label Generation Tool
Billing
ACH Batching: Overview
Accounts in Vacation Mode
Avalara: Overview & Setup
Batch Payments & Deposit Slips: Overview
Billing Calculator
Billing Defaults
Billing Settings
Building Packages
Building a Data Service
Canadian ACH tool
Changing Service Pricing in Sonar: Best Practices
Considerations When Using Avalara with Voice Services
Creating Discounts for Services and Packages
Delinquency Billing Best Practices
Delinquency Exclusions: Overview and Use Cases
Email Invoice Batch: Overview
General Ledger Codes: Overview
General Transactions: Best Practices
How Sonar Prorates Billing
How to Take Bank Account Payments
How to: Adding a Service to an Account
Invoice Templates: Overview
Leveraging PayPal as a Payment Method in Sonar
Manual Transactions
Multi-Month Billing & Multi-Month Services
Print to Mail
Printed Invoice Batches: Overview
Services: Overview
Setting Up Payment Methods and Taking Payments
Setting up Bank Account & Credit Card Processors
Taxes Setup
Usage Based Billing Policies: Overview and Usage
Usage Based Billing Policy Free Periods: Overview and Usage
Using Tax Exemptions - How To
Communication
Call Logs: General Best Practices
Communication Tools: Overview
Email Variables & Conditions
Message Categories: Overview & Use Cases
Phone Number Types: Overview and Use Cases
Saved Messages: Overview
Setting up an Outbound Email Domain
Trigger Explanations
Triggered Messages: Setup
Using Outbound SMS
Using the Mass Message Tool
Companies
How to: Setting Up a Company in Sonar
Managing Multiple Companies in Sonar: Best Practices
Rebranding your Sonar Instance
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
Invoices in Sonar: Examples, Creation & Contents
Integrations
Calix SMx Integration: Overview
CrowdFiber Integration
External Marketing Providers
GPS Tracking Providers: Overview
GoCardless Integration: Overview & Setup
How to Connect Cambium to your Sonar Instance
How to Connect Preseem to your Sonar System
How to: Using Webhooks in Sonar
RemoteWinBox - Integration with Sonar
The Sonar Field Tech App
Tower Coverage Integration: Overview
Vetro FiberMap Integration: Overview
Webhooks in Sonar: Basic PHP Example
iCalendar Integration
Inventory
Inventory List View: Overview
Inventory Model Management: General Overview
Setup of Inventory: Manufacturers, Categories, and Assignees
Tracking and Using Consumable Inventory
Jobs
Applying Task Templates to Jobs
Edit Job Options
Example Jobs & Templates
Geofences: Overview
Job Types: Best Practices
Jobs and Scheduling: Overview
Scheduling How-to: Creating and Booking a Job
Scheduling Week View: Overview
Setting Up Schedules General Overview
Mapping
Misc.
Combining Custom Fields & Task Templates for Information Storage
Custom Fields Overview & Use Cases
Custom Links: Overview
Task Templates Overview & Use Cases
Monitoring
Building Alerting Rotations
Building a Monitoring Template
Poller Troubleshooting
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Networking
Assigning RADIUS Addresses
Assigning an IP Address Using Sonar's IPAM: How to
Automating IP Assignments, Data Rates, and Network Access in Sonar
Building Address Lists
Building RADIUS Groups
Building a Device Mapper
Cable Modem Provisioning
Controlling Customer Speeds with Sonar: General Overview
DHCP Delivery
Data Usage Available Methods
Finding your OIDs
How Sonar Communicates - Egress IPs Explained
IP Assignments & Sonar
IPAM: Basic Setup
IPAM: Overview
LTE Integration
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Access
MikroTik: Controlling Speeds
MikroTik: Setting Up a Sonar Controlled DHCP Server
Netflow Integration: Overview
Network Dashboard: Overview
Network Sites: Management View Overview
PacketLogic: Integration With Sonar
Pulse, Polling, and PHP
RADIUS: Build-Out & Integration with Sonar
RADIUS: Building Reply Attributes
Setting Up CoA Proxy
Sonar Flow
Sonar IP Addressing
Using Multiple Network Devices in Sonar
Purchase Orders
Release Notes
Reporting
Enhanced Business Intelligence - Tips & Tricks for Advanced Users
How To Enhance Your Reporting With Custom Field Data
Report Licenses
Sonar's Business Intelligence: Overview
Understanding Sonar Reports
Security
Application Firewall: General Overview and Best Practices
Auth0: Overview
Password Policy In Depth
Removing a Terminated Employee In Sonar
Role Creation using GraphiQL
User Role Creation & Best Practices
Users: Overview
Sonar Billing
sonarPay
sonarPay Chargebacks & Disputes: Overview
sonarPay Disbursements: Overview
sonarPay Overview
sonarPay Reversals, Voids, & Refunds: Overview
sonarPay: Token Migration Process
System
A Deeper Dive into the New Sonar API
API Calls Using Third Party Applications: Personal Access Tokens
Browser Compatibility and Minimum Hardware Requirements for Sonar
Consuming the Sonar API
Controlling Your Landing Page: Personal Preferences
Customizing Your Customer Portal
Date/Time Picker: Overview
Dynamic Time Zones in Sonar
Filtering: Simple vs Advanced
Frequently Used Terms
Getting Your Data into Sonar
How To Use GraphiQL to Understand the Sonar API
How Your Data is Backed Up
How to Best Use Global Search
Interacting with Files via the API
Introducing the New Sidebar
Mutations in the Sonar API
Notification Preferences
REST API Wrappers for V1 Compatibility
SMS Notifications
Sonar's Rich Text Editor
System Settings: Overview
The New Sonar API
Troubleshooting the Customer Portal
Upgrading your Ubuntu OS - Customer Portal Upgrades
User Profile: Your Personal User Settings
Ticketing
Advanced Ticketing Features
Canned Replies Examples & Templates
Canned Reply Categories
Exploring Ticket Groups
How to Integrate Inbound Mailboxes with Slack
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticketing: Overview
Using Parent Tickets
Voice
API Changes for Voice Billing
Best Practices to Remain CPNI Compliant
Billing Voice Services in Sonar
Deploying Voice Services in Sonar
Working With the Sonar Team & Additional Resources
Sonar's Security Practices & Certifications
CyberSecure Canada Certification
Sonar and General Data Protection Regulation (GDPR)
Sonar's Security Strategies
Technical Security Overview
Best Practices for Fast Tracking a Support Request
Feedback Portal / Suggest a Feature
Learning with Sonar: Tools and Resources
New Client Training Overview
Sonar Casts Table of Contents
Submitting Bugs vs. Feature Requests
The Sonar Community Forum
The Sonar Status Page
Third Party Customer Support Referrals
Table of Contents
- All Categories
- Ticketing
- Exploring Ticket Groups
Exploring Ticket Groups
Updated by Kristen Fiddes
Read Time: 4 mins
What is a Ticket Group
Ticket Groups are used to organize and identify the various types of tickets made within your instance. When used in conjunction with Inbound Mailboxes, you can enable a specific group to be automatically attached to any emails received at a particular address in your instance. Organizing your tickets per group allows departments to focus solely on the tickets relevant to them, which not only improves efficiency in addressing tickets but can also improve your customer experience by ensuring the most knowledgeable team is the one responding to their department-specific questions.
Examples of Using Ticket Groups
Example 1: Escalating a Service Issue
Bob is currently working on a support ticket for a customer. Through his troubleshooting, he identifies that the access point the customer should be connected to is offline. As Bob does not have the necessary access to delve into network issues, he has to escalate the ticket to tier 2 so that they can troubleshoot further. To do this, Bob would edit the ticket and change the drop-down below "Ticket Group" from "Tier 1 Support" to "Tier 2 Support". With the ticket now moved to a new group, Bob can move on to the next ticket in his queue while Alice, as a member of tier 2, focuses on the new ticket in her queue.
Example 2: Resolving a Vague Ticket
Alice works in customer service and part of her job entails addressing any emails received at info@my.isp. She is currently reading an email from Bob who is indicating he is dissatisfied with the service, however, due to the vague language of the email, Alice cannot distinguish whether Bob simply wants to upgrade his speed or if he is not receiving his package speeds. Alice responds to Bob with detailed questions so that she can ensure she understands the problem at hand. Bob responds, explaining that his contract references receiving up to 50Mbps but a speed test is reflecting a maximum of 5Mbps. As Alice does not have the relevant training to assist Bob, she edits the "Ticket Group" from "Customer Service" to "Tier 1 Support" so that the correct department can improve Bob's experience.
Where and How to Edit Ticket Groups
The ability to add, edit and remove Ticket Groups can be found within your instance settings menu, under the Ticketing header.
From the Ticket Groups screen (pictured above), you can view all existing Ticket Groups in your instance and quickly see whether they are private or not. In addition to this, you can modify existing groups by clicking on the group's "Edit" button to the far right. If you require a new group, you can add another by clicking on "Create Ticket Group" in the top right corner while on the same page.
How to Create a Ticket Group
Ticket Groups require configuration of 4 settings in order to be used to their fullest potential, pictured and described below:
- Enabled: If the Group is enabled, tickets can be assigned to the group within the ticketing interface, and Inbound Mailboxes can be configured to automatically classify received tickets within the group. By default, this option will be checked, however, disabling a group could be beneficial for certain periods of time. For example, when running an audit, for promotional purposes, or any situation in which a year-round group is otherwise unnecessary.
- Private: Tickets in a private group are only viewable by users within that group, or by users with the Ticketing Super User permission. This feature can be particularly beneficial for situations where there is confidential or sensitive information in a ticket that you only want viewable by certain individuals.
- Name: This is simply the name of the ticket group, however, it should be easily identifiable when assigning it to inbound mailboxes or managing tickets.
- Users: This category allows you to assign users to this ticket group. When a ticket is assigned to a group a user is in, they will see that ticket in the ticketing interface when using the My Tickets filter. Circling back to the "Private" section, this would be where you indicate who would have access to that confidential group.
Examples of Ticket Group Names
Ticket Groups should share similar naming schemes to your Inbound Mailboxes, however it's good to note that multiple Inbound Mailboxes can be assigned to a single ticket group. Some common ticket groups are as follows:
- Support
- Billing
- Sales
- Onboarding
- Cancellation
With Private Ticket Groups typically reserved for escalation paths, some common Private Groups would be:
- NOC
- Managers
- Infrastructure
This allows users to make comments and track tickets while ensuring only the required individuals can see and make changes to the ticket.