How to setup Zendesk - Email Channel Setup

Next in the Design phase, we look at the email channel setup in your Zendesk.

We cover

  • What is the email channel and why it’s important

  • Define emails to be used

  • Email setup

  • Email customization

The Process and what has been covered:

  1. Learn/Discovery - The phase which we discuss everything related to your business

    • Kickoff - Meet and greet and establishing project participants ✅

    • Customer preparation

      • Business requirements - Details about a project scope and objective ✅

      • Business flows - A collections of everything that will be handled in your customer service tool and beyond ✅

      • Training - Zendesk trainings are free now trainings.zendesk.com

    • Discovery sessions - Meetings where we discuss business processes and translate them into Zendesk features ✅

  2. Design sessions

    • General walkthrough - What the system can do given the processes discussed ✅

    • People - Defining types of users, How TOs and Best practices ✅

    • Ticketing - Defining data collection, How TOs and Best practices ✅

    • Channels - Setup for different channels How TOs and Best practices

      • Email channel setup

      • Chat

      • Agent workspace

      • Social Messaging

    • Business rules - Automating How TOs and Best practices

    • Reporting - Overview of data How TOs and Best practices

  3. Collaborative configuration - Sessions where we review client setup and jointly fix and setup different workflows

  4. Technical assistance - An overview of security, email and domain setup

  5. Launch - A review checklist for setup

  6. Handover

I mark with ✅ what has been covered already.

The video

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