Book Image

Mastering Zendesk

By : Cedric F. Jacob
Book Image

Mastering Zendesk

By: Cedric F. Jacob

Overview of this book

Zendesk is a cloud-based customer service solution that is widely used because it is easy, efficienct, flexible, and low cost. It is highly scalable and is great for organizations of all sizes. If you’re a Zendesk administrator and are looking to explore advanced-level concepts, then this book is for you. It covers the core functionalities such as managing users, groups, and the organization, and creating and adding custom fields. You will learn how to add customized ticket channels to your account. Then, you will focus on customizing business rules and extending Zendesk with JIRA and Salesforce. Towards the end, the book emphasizes security and troubleshooting aspects as well as providing tips and tricks to create a more efficient support environment. By the end of this book, you will be able to turn a basic Zendesk setup into a highly customized working environment.
Table of Contents (17 chapters)
Mastering Zendesk
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

User tags


To understand user tags, we need to understand how Zendesk utilizes tags and how they can help us.

Tags can be added for users, organizations, and tickets, while user tags and organization tags will be ultimately applied to tickets when they are created.

For instance, if a user is tagged with the vip tag, all their tickets will subsequently be tagged with the vip tag as well.

We can then use that tag as a condition in our business rules.

But how can we set user tags without having to do some manually?

This is a very important question. In our flowchart, we require the knowledge whether a customer is in fact a VIP user in order for our business rules to escalate the tickets according to our SLA rules. Let's have a quick look at our plan from Chapter 1, Configuring Your Own Zendesk:

  • We could send VIP information via Support Form

  • We could use SSO and set the VIP status via a user tag

  • We could set the user tag via API when the the subscription is bought

In our first option, we would try to...