As your business makes changes and grows bigger, so should the workflows and business rules within your Zendesk instance. Something that worked for your business, in the beginning, may no longer make sense and it may be time to update your processes. Making any changes to your production environment can be unpredictable and you don’t… Continue reading What is a Zendesk Sandbox and Why Should You Use It?
Category: Zendesk
Using Placeholders in Zendesk
Placeholders When you’re providing service to your customers, you want them to feel that they are being listened to by a real human, rather than simply receiving an auto-response. Zendesk facilitates this personal relationship with your customer through Placeholders. If you’ve used Mail Merge before, you’ll find Placeholders work the same as Mail Merge fields.… Continue reading Using Placeholders in Zendesk
What are triggers and automations in Zendesk?
Both triggers and automations can be an invaluable contribution to your workflow in Zendesk. You can edit, activate, deactivate, or delete them by accessing the business rules portion of the admin dashboard. In many ways triggers and automations are very similar, they both define a set of actions that will occur when a ticket matches… Continue reading What are triggers and automations in Zendesk?
Using Macros in Zendesk
What is a Macro in Zendesk? As you start to receive tickets through Zendesk, you’ll probably begin to see issues that are the same for more than one customer. This might be a general issue, such as needing a password reset, or a specific issue when something has broken, such as access to a specific… Continue reading Using Macros in Zendesk
Zendesk ticket types and priorities: what you should know
Zendesk ticket types and what they mean for you Each ticket that comes into Zendesk is automatically assigned a life cycle of New. You can sort your tickets by their lifecycle designation to help prioritize your agents’ workflows and stay more focused. Adding a Ticket Type is optional, but it can be very useful when… Continue reading Zendesk ticket types and priorities: what you should know
Applying Branding to Your Zendesk Guide
One of the most useful features about your Zendesk Guide (Help Center/Knowledge Base) is that it can be customized to match your company’s branding. Integrated branding ensures that your customer has a seamless experience, and can easily identify your company based on the look or feel of either your website or your Guide. Or can… Continue reading Applying Branding to Your Zendesk Guide
What is the Zendesk Knowledge Capture App?
The Knowledge Capture App is a new app currently in Beta that is available for Guide Professional Plan. You must also have a Help Center. The app works to bring your existing knowledge base into your tickets and puts all the great information within your help center at your agents’ fingertips. Features of the Knowledge… Continue reading What is the Zendesk Knowledge Capture App?
Want to get the most out of your Zendesk internal knowledge base? Here are some ways to spread the word…
After you have taken the time to put together a beautiful and comprehensive Zendesk Guide and Knowledge Base for your end-users, you have to find a way to get that information to the masses. Go where your customers are So… where do your customers hang out? Insta? LinkedIn? Facebook? Go there! One of the best… Continue reading Want to get the most out of your Zendesk internal knowledge base? Here are some ways to spread the word…
The Zendesk Ticket Lifecycle
Your customer has submitted a support request and a ticket has been created in Zendesk. What happens to that ticket next, and how do you know when a ticket has been resolved? There are five stages in the life cycle of a Zendesk ticket: New Open Pending Solved Closed New All support requests (regardless of… Continue reading The Zendesk Ticket Lifecycle
What is a Zendesk Ticket?
What is a Zendesk Ticket? Tickets are the action items in Zendesk that give your agents the information they need to assist your customers. Zendesk tickets typically begin with a support request from your customer. Tickets can be created to provide support for lots of different issues; everything from a forgotten password to a complex… Continue reading What is a Zendesk Ticket?