How to set up a new Zendesk instance from scratch
What you'll learn
- Obtain a basic understanding of the various Zendesk functionality
- Learn how and where to start configuring a new Zendesk instance
- Learn how to integrate a support email address with Zendesk
- Learn how to configure workflows to ensure support requests reach the correct teams
- Learn how to create a web form to allow customers to submit requests
- Learn how to test your new Zendesk solution
Requirements
- No previous Zendesk knowledge required. You will learn everything you need to know.
Description
In this course, we’ll walk you through the essential steps to kickstart your Zendesk trial and get you up and running in no time.
You will learn:
How to register for a free trial: We’ll guide you step-by-step on how to sign up and start your journey with Zendesk, ensuring that your account is set up correctly from the start.
How to add your agents and create support groups: We’ll show you how to add agents to your account and organize them into support groups, ensuring that your support tickets are efficiently routed and assigned.
How to set up your email support channel: Learn how to integrate your email so you can manage customer inquiries seamlessly, keeping your communication centralized and organized.
How to create a ticket web form: We’ll show you how to design a user-friendly ticket form to capture all the essential information from your customers, improving your support efficiency.
How to set up business rules: Learn how to configure triggers and automations to streamline and customize your workflows, making your support process more efficient and responsive.
How to test your new Zendesk solution: We’ll guide you on how to thoroughly test your Zendesk setup, ensuring that everything works smoothly before you go live with your support team.
By the end of this course, you will be equipped with the skills to fully utilize Zendesk, providing excellent support to your customers while optimizing your team’s productivity.
Who this course is for:
- Anyone wanting to learn how to configure a basic ticketing system using Zendesk.
Instructor
- 5.0 Instructor Rating
- 1 Review
- 4 Students
- 1 Course
I am a Business Systems Consultant specializing in implementing, integrating, and optimizing SaaS solutions like CC, ticketing, ITSM, ERP, CRM and other business systems. My goal is to provide easy to understand courses and resources to help businesses get the most of their business systems, improve their customer experience and increase efficiencies within their teams.