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

Setting up Zendesk channels


Now that we have a better understanding of Zendesk's channels, let's commence and go through the actual setups.

What channels did we plan to set up? Let's refer to our road map again:

  • Email

  • Facebook

  • Twitter

  • Widget

  • Help Center / Support Form

Email channel setup

Let's start with the most common of channels: the Email channel.

Adding internal e-mail addresses

We will start by adding an internal e-mail address:

  1. Click on the Admin icon (gear symbol) located in Zendesk's sidebar.

  2. Click on Email located under CHANNELS within the admin menu.

  3. Click on Add address in the right upper corner and then click on Create new Zendesk address:

Next, we are asked to provide the first part of the e-mail address. As this will be our main support address, let's go with support:

Once we click on Create now, the new internal e-mail address is ready for us. E-mails sent to [email protected] automatically become tickets:

Our newly created internal e-mail address is now listed on the...