How to setup your Zendesk- Automations

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  • Опубликовано: 15 сен 2024

Комментарии • 43

  • @captainshaq
    @captainshaq 2 года назад +1

    Great content, simple, straight forward and knowledgable. IMHO "fancier" videos can't cover poor content/lack of creator knowledge, so I think you're certainly in the clear :) Keep up the great work!

  • @prediator69
    @prediator69 Год назад +1

    That really helped a lot! I have been recently hired for process designing and automation; however, I have very limited technical knowledge. This would serve my purpose.

    • @dominiccx
      @dominiccx  Год назад

      Excellent, happy this helped!

  • @marianayanez5729
    @marianayanez5729 5 месяцев назад +1

    Very helpfull video, thanks

    • @dominiccx
      @dominiccx  5 месяцев назад

      You're welcome!

  • @jacksondavid-w2p
    @jacksondavid-w2p 2 месяца назад

    10:31 can not submit, it will show error

  • @user-dc7wx8cn5p
    @user-dc7wx8cn5p 8 месяцев назад

    The screen is blurry can you share the code to only have one rating go out within x amount of days

    • @dominiccx
      @dominiccx  8 месяцев назад

      Interesting. If i put the video at 720 quality I can see the conditions just fine.

  • @mostafa.s.thabet
    @mostafa.s.thabet Год назад

    Hi Dominic, first thanks for the amazing videos; secondly you mentioned that you wrote an article about the infinite bump bump solve; it would be great if you let me know where to find it, as I searched through your website and I couldn't find i. Thanks

    • @dominiccx
      @dominiccx  Год назад

      Hi Mostafa, thank you for the kind words!
      I have tested this in a long time, so not sure if it's still kicking but have a go: roca.work/blog/how-to-create-an-infinite-loop-notification-in-zendesk

  • @shwetarakshe4396
    @shwetarakshe4396 Год назад

    Does any condition we put wihout adding tags that runs again and again for the same ticket as well..say for an instance trigger or automation..Could you just brief why tags are important in automations n triggers?

    • @dominiccx
      @dominiccx  Год назад

      There are other conditions to use. Using tags is the least complicated.

  • @tricialewis8087
    @tricialewis8087 6 месяцев назад

    Hi Dominic I hope all is well. I wanted know how to do a set up an automatic response for customers once they sent us an email. Example if customer send us message I would like to say thank you for contacting us. Please allow 24 to 48 hours for us to follow up with you. Your help would be much appreciated!

    • @dominiccx
      @dominiccx  6 месяцев назад

      Hi Tricia, you should already have this working by default. Can you please check in admin center, search for triggers and then look up "notify requester of received request". You can just modify the text of this pre-existing notification. Let me know if this works.

    • @tricialewis8087
      @tricialewis8087 6 месяцев назад

      Hi Dominic I think I deleted it by an accident how to do I set up as I am going on vacation and in a few hours and I would like to set up before I leave early today@@dominiccx

    • @tricialewis8087
      @tricialewis8087 6 месяцев назад

      Hi unfortunately customers are not receiving an email acknowledge not sure what I did wrong?@@dominiccx

    • @tricialewis8087
      @tricialewis8087 6 месяцев назад

      Unfortunately, I am still having issues with my triggers customers are still not receive any messages once a ticket has been created and I also tried to deactivate and activate one but when I click on deactivate it does for all of them and disappears until I activate it then all of the triggers reappear@@dominiccx

  • @shwetarakshe4396
    @shwetarakshe4396 Год назад

    can we notify agents of tickets assignment through pop on their zendesk screen? is this option available?

    • @dominiccx
      @dominiccx  Год назад

      With a private app, yes.

  • @WahabSaleemFitness
    @WahabSaleemFitness Год назад

    automatically create a scheduled ticket. For example, See if Zendesk can create a ticket every three months that says - Server updates
    Can you please guide, how can i do it?

    • @dominiccx
      @dominiccx  Год назад

      You can use a webhook. However, you need a way to tell zendesk to create that ticket. Weather through an automation or an external system.

    • @WahabSaleemFitness
      @WahabSaleemFitness Год назад

      @@dominiccx can you make the video?

    • @WahabSaleemFitness
      @WahabSaleemFitness Год назад +1

      Thank you, I found the answer. I sent email to zendesk, so natively there is not functionality. There is third party app recurring ticket, where you can do this automation.

  • @yasminelmahdi2003
    @yasminelmahdi2003 2 года назад

    is there a way that I can disable redirecting the customer to the browser to finish the survey, as I want once they choose if they're satisfied or not the comment section shows in the same email not in the browser

    • @dominiccx
      @dominiccx  2 года назад

      Hmm, good question. However, I don't think that's possible as if you just want them to comment in the email, that means they would send you an email, right?

    • @yasminelmahdi2003
      @yasminelmahdi2003 2 года назад

      @@dominiccx Yes, but I don't want to redirect them to my zendesk and ask them to log in to complete the survey, is there a way to do that?
      because of the CSAT survey in third parties, I think you complete the rating inside the email and it comes as an internal note to the same ticket but I don't want to use a third party, what can I do?
      + your videos are very helpful thank you!

    • @dominiccx
      @dominiccx  2 года назад

      Happy to hear the videos are helpful. The only way that Zendesk can track what customers have vote either up or down is it if records that information somehow and the way they do it is by sending the user to a page to cast their vote so they can track it. Customers are not required to sign in to vote however.

    • @yasminelmahdi2003
      @yasminelmahdi2003 2 года назад

      Mine does, When the customer clicks on the rating the page on the browser requires them to sign in , do you know from where exactly i can edit that?

    • @dominiccx
      @dominiccx  2 года назад

      @@yasminelmahdi2003 It might be that the Guide is closed and asks users to sign in to be able to visit. Can you please check in Guide admin if that's the case? Please see screenshot - www.evernote.com/l/ASQOulm3PrJF54H_nIpp7QqUDBhieVR8Cug

  • @haithemibrir
    @haithemibrir Месяц назад

    nta za3im

  • @MuahMan
    @MuahMan 9 месяцев назад

    Man, ZenDesk is gonna get me fired this crap is so hard to setup and non-intuitive. All I want to is this "word" is in the subject or body, then automatically assign to this person. Seemingly can't be done.

    • @dominiccx
      @dominiccx  9 месяцев назад

      It should work well. But if you want to assign directly, use triggers, not automations.
      Automations are time based business rules with a 1h minimum time limit to perform whatever you want it to.

  • @samuelvindas3167
    @samuelvindas3167 2 года назад

    😭