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Hi - We have multiple macros with a subject line written as part of the triggers/actions such as this one.Set subject > [Subject line we set] When we send out proactive tickets using any of these macros, it doesn't follow the subject line we set in the macro's trigger/actions, instead, it shows the first few sentences of the email body. The same thing happens when we freehand an email and set a subject in the Subject field prior to sending the email. Anyone who can help me figure it out? We've gotten feedback from customers who said our emails are confusing, I think this is the reason why.
We recently worked with a client in Zendesk to separate multiple issues on one ticket into multiple tickets. They raised a really good point: When we split a ticket, the parent ticket ends up with the wrong subject and fields. It’s hard to follow what happened initially.So, here’s what we did, and maybe it'll help others who run into the same problem.Zendesk’s default behavior when splitting a ticket: The parent ticket keeps the newest subject line and CCs set up from the moment just before the split. If you split multiple times, the original ticket gradually loses its original context. Over time, it becomes hard to understand what the original issue even was. We added logic to: Track the ticket’s full state (subject, CCs, priority, etc.) before each split. Revert the parent ticket to that state immediately after the split is done. It now works like this: If a ticket went from Subject A → B → C A split at C rolls it back to B A later split at B rolls it back to A To properly roll bac
Hello, we are using a dropdown field for a list of all of our customers and the list grew to over 200. Is it possible when ticket is submitted, to search for the value (name of customer) by pressing the first letter of their name and be taken there?
When a user, e.g. abc@abc.com, has an existing ticket ZD:123456, irrespective of the status of that ticket (open, pending, close, etc.), and the same user using the same email: abc@abc.com to send another request to the support address with a slightly different email subject and content. Instead of creating a new ticket for the new request, it somehow got consolidated to the existing ticket i.e. ZD:123456. Why is that and how can we avoid that from happening, apart from asking the user to use a completely different email subject each time they contact us?
We have strict response time SLAs but sometimes a ticket doesn't need a reply, Right now I have a macro “No reply needed” that when applied takes the ticket out of the policy that enforces next reply SLAs However when the customer comments again, the Next Reply SLA needs to be applied again. I have a trigger that will automatically put the ticket back into the appropriate SLA policy The problem there is that the ticket will immediately breach because the next reply sla counts from their original message (that didn't need a reply) and not this new one that does. This then throws off our SLA reports and requires a lot of manual effort to try to work out which were false sla breaches and which were legitimate breaches. Does anyone have a better way to handle this scenario to avoid a false ticket breach?
No idea if this information is commonly known, but I couldn't find anything when I quickly looked so I figured I'd share my findings. Anytime I used the satisfaction placeholder {{satisfaction.survey_section}}, I never liked how it displayed: The section is displayed in the center, but the questions in the section are to the left, also I feel that positive should be the fist option and negative the second (and don't get me started on the fact that a neutral vote is classified as a negative… hence me only using 2 options). So, I played around to see if I can make it a little prettier, and open up the opportunity to customize how it's displayed in emails. I checked the url for the survey, the url for a positive vote, and the url for a negative vote, and noticed the only difference being the end bit having a “&rating=_” part. I did a test that turned out to be successful. I replaced the survey section placeholder with the following:<strong>How satisfied were
Hello, We have given our customers a standard subject line that they can use to raise tickets. Something like this: Booking No. // Request Type// MM-DD-YYYY I want to extract the MM-DD-YYYY and pass that value to a custom field so that we can run SLA based on this field and prioritize case accordingly. Please point me in the right direction on how to do this, thanks!
Hi Zendesk Support Team, We are looking to set up a trigger in Zendesk that activates when the number of tickets exceeds a certain threshold. Could you please guide us on how to configure this trigger? Thanks!
Brands A, B and C. A and B should accept emails from external domains (customers) and generate tickets into their respective Q creating accounts as required. It works. Brand C is internal support only and all emails are to be from our internal domain. It seems currently, if external sender happens to send an email to Brand C address, it creates a ticket in Brand C and admin has to reassign manually (Brand C is private). I would like to see an “if” flow that redirects external domain emails to say Brand A form/queue (A and B have crossover support staff). If not that, then perhaps an auto reply to redirect. Given the sender might be a NEW end user, this will also be a good start in associating them to the correct group. Looked at a few things in trigger settings for Brand C form to only accept from our domain but didn't find anything obvious to me. Note: auto ticket assignment business rule is checking if Brand, Form
So today I am able to auto-cc client users on tickets when tickets are created for the org that they are associated to. I do this by using a web hook in a trigger to add them as CCs. The logic is very straight forward: Ticket is created Org is ClientOrgName The problem is we have some orgs that have multiple products and the user base for each are completely different. So I have one set of people I would want to auto cc for tickets on product A, and a different set for tickets on product B. We do have a product field, but it would only be set if the users created the ticket from our help center. A lot of our tickets come from email, and we use the same email across all products (same group of agents work on product A and product B), so the system doesn't know how to set that field when coming in through email. Does anyone have any ideas on how to accomplish this?
I have done some searching and not seeming to find what I am looking for. I want to use \ in a macro to display a domain login like DOMAIN.LOCAL\Firstname.LastnameI tried DOMAIN.LOCAL\{{ticket.requester.first_name}}.{{ticket.requester.last_name}} In the ticket this displays as DOMAIN.LOCAL\{{ticket.requester.first_name}}.Lastname If I put a space after the \ it displays properly, but I have a space in there and that will cause confusion. Can this be done?
Note: comments added before August 2022 referred to the previous version of this article, when this could be achieved using targets/extensions (which were replaced with webhooks). The "Email user" action allows us to set the subject/title of the email notification to the requester. The ticket Subject doesn't change, however. Although there isn't a straightforward trigger action to modify the ticket Subject, we do have a way to achieve this with a Notify active webhook action. Here's how to do it: 1. Create a webhook to update tickets Go to Admin Center » Apps and Integrations » Webhooks and create a new webhook (under Actions, on the top-right corner). Complete the required webhook fields: Name. The name of your webhook (e.g. "Update Ticket") Endpoint URL: https://yoursubdomain.zendesk.com/api/v2/tickets/{{ticket.id}}.json (make sure to replace 'yoursubdomain' with your own subdomain) Request method: PUT Request format: JSON Complete the Authentication method (use an adminis
Hello, good morning. My company has more than 400 active triggers, and I'd like to map all of them with their actions (for instance, a trigger that directs a ticket to a specific group). However, the Zendesk admin only gives me a list of all triggers, and to see how each of them works, I have to open them one by one. Is there a way I can automate this process or generate a report of all these triggers? Thank you.
HI Team, Greetings of the day, Currently we are using the API(Search & Tickets) to search the user as well as ticket details and update that ticket too using HTTP call. To make API call, we are using Basic authentication like username and password. We are planning to implement the MFA for this account for security concern. Is it possible to use this API with some sort of other authentication without using the username or password with some sort of token. If we enable the MFA for the account, we are not able to directly use username and password. https://--.zendesk.com/api/v2/users/search.json?query=@{variables('varUserEmailId')}https://--.zendesk.com/api/v2/tickets/ Please suggest how I can make the authentication for this API. Please let me know incase of any more information is required from my end.
Is it possible to set the entries which have been edited due to new information or updates to bold or italic? I have search through the menus, but was unable to find it. Please let me know if this is possible. Many thanks in advance. Dennis
Hi all! (My first post here :) )Is there a button somewhere in a ticket or a hotkey that would allow me to consecutively jump from message to message in the conversation log?My case is: we just migrated some tickets from our old ticketing system to Zendesk. Some of the email threads are just HUGE. With that, since each email carries the last email (the usual email thing), the messages just grow bigger and bigger. So scrolling through all of this is boring/tiresome. We can of course improve a bit by using page up/down.But having a button/hotkey to quickly jump from the beginning of a message to the beginning of the next message would be neat for the support agent dealing with a ticket with a HUGE list of messages.Thanks!
We are often getting replies to tickets that are completely unrelated to the original request. This makes managing the original issue confusing to both the end-user and our support team. Is there a streamlined method for separating a single comment out of a ticket and creating a new ticket for the unrelated request?
Hello all,The company that I work for has decided to switch to Zendesk Messenger for our chat service. We have teams all over the world, and our team in Australia is already using the service. I created triggers to have messaging work with our chat interface, but it's the same as the Australian one which seems to take precedence. Because of this, our chats are routing to Australia instead of the USA. Is there a condition I can add to my trigger to tell it if the chat is originating in the USA that is needs to route differently?
Suddenly, keyboard shortcuts / autocorrect aren't working in the Zendesk ticket reply area in the admin in Safari. Is this a known issue/bug?
We have an automation that sets tickets created on Saturday and Sunday to a Weekend Schedule. I'm trying to figure out how to set all weekend tickets to EST on Monday morning at like 3am so our normal week agents can take those on. What's the best way to do this?
Is there a way to generate a recurring ticket on a set scheduled and frequency? In HelpDesk - SolarWinds it is called Tasks. The auto-generation would automatically generate a new ticket each time. Here is an example: I have eyewash stations that need to be serviced once a month. Is there a way in zendesk to create a ("Task") or a recurring ticket that autogenerates once month on the 1st Monday of the month. It has instructions included and a description, etc. and a place to put content like a how too video, etc.
I would like to update a ticket with a private note and a public reply. This can be accomplished via macro, so I'm curious if it can also be handled via the PUT update ticket end point. Something to the effect of:{ "ticket": { "comment": { "body": "Did you try turning it off and back on again?", "public": true }, "comment": { "body": "This customer can't keep from setting their printer on fire", "public": false } } }
Importing data from another help desk to Zendesk while preserving support history is crucial for maintaining strong customer relationships and delivering exceptional service. This article outlines the steps required to seamlessly import your tickets, including agents, contacts, and other associated data, from a CSV file into Zendesk using the Help Desk Migration service. Help Desk Migration, an official Zendesk solution partner, provides data migration services tailored to companies seeking to transition their data from one help desk platform to another. It's worth noting that there is a fee associated with using the automatic data migration tool. However, you have the opportunity to test it free of charge before making a payment decision. Benefits of migrating data with Help Desk Migration Your data relationships are meticulously preserved throughout the migration process. Enjoy the flexibility of importing an unlimited number of rows in a single file, accommodating even l
Been trying to tackle this for a while and can't get it to work the way we want or figure it out. For an example, let's say we have a group called Network Team and it includes the agents that would help with any network related tickets. In our web form, if a user selects a field that includes anything involving Network, it will create the ticket and automatically assign that ticket to the Network Team. (Assignee - Group - Network Team) This works completely fine with our trigger routes. The issue we're running into is that we want it to set up so if someone sends an email to networkteam@company, it will also create a ticket that automatically assigns it to the Network Team group. However when we set up the same logic, the ticket is created but it is not assigned to any group, even though the action is ‘Ticket > Group’ → ‘Network Team’ Is there an exception or rule to this that doesn't make it work? Is there an alternate solution? Thank you.
Hi, How can we use custom code to make request form fields visible or invisible for end users based on dropdown selection?
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