How to setup Zendesk 2025 - Ticketing (part 1)
In today’s video we are discussing Zendesk ticketing and data collection. The following topics are covered in the video: Language Settings Dynamic Content Ticket Fields Ticket Forms Conditional Fields My First Course is Live! How To Be The Best Zendesk Admin And Change The World - https://www.udemy.com/course/the-best... 🦋🥑 Open a Zendesk Trial: https://www.zendesk.com/register/?par... Lots of theoretical advice and best practices which have been gathered from my 8 years of experience. Process: 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 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'm marking with ✅ the videos that have already been made. So go ahead and look into the Zendesk setup playlist to see them. 8 tips to Optimise your Zendesk Ebook - https://www.dominiccx.com/8-tips-to-o... My website: dominiccx.com My email: [email protected]

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