How to Setup Zendesk - Super Fast!

Zendesk is a customer service and engagement platform that helps businesses communicate with their customers through various channels such as phone, email, chat, and social media. It offers a range of tools and features to help businesses manage customer interactions, track customer satisfaction, and improve the overall customer experience. With Zendesk, businesses can easily create a centralized hub for customer support, sales, and marketing efforts, and gain insights into customer behavior and preferences. Whether you are a small business owner, customer support manager, or marketing professional, Zendesk can help you improve customer engagement and drive business growth.

If you’ve come here, it’s because you need to setup Zendesk and want to do it fast. This mostly applies to teams 1-10 agents. It’s meant to help get the most out of Zendesk, save time, have an efficient efficient team, and look at the right tickets.

Race yourself to the Zendesk Setup finish line. With our 15 steps tutorial, you will pull the best time, minimise obstacles and be ready for action.

This related to another article about the topic we wrote here

You sometimes just want to turn on a switch and GO! Yep, we’ve all been there.✋ We know! 😁 Time is valuable for you and sometimes limited, and shortcuts are not always the best solution. But a smart Start is! And we have the recipe for it. This is a quick tutorial on how to do a Zendesk Onboarding within hours.

Here goes the video

Contents of this video

00:00 Intro

01:10 Define business requirements

01:52 Define use cases

02:38 Define the Channels

03:10 Create a group for each team that is going to work in your Zendesk.

03:32 Create a view for each of those teams.

04:05 Create a Custom field and name it “Request Type”.

04:36 Add the company’s most common questions and requests as values to the “Request Type” field.

04:53 Build a trigger for each request type that automatically assigns, prioritizes, and categorizes it.

07:19 Build an auto-response trigger for business hours, non-business hours, and holidays.

08:08 Build automation that reminds customers to reply to Pending tickets.

09:49 Enable the web widget and add it to the customer’s website Contact page.

10:14 Update the global signature and HTML email template.

10:56 Add the company’s staffed hours as a schedule.

11:35 Build an SLA policy for their target first and next reply times.

12:36 Enable customer satisfaction surveys on all tickets.

13:45 Outro

FREE Checklist for setup here: https://roca.work/blog/15-15-steps-to-setup-your-zendesk-in-a-few-hours