Using multiple ticket forms in Zendesk can help streamline your support process by allowing agents to focus on a targeted set of fields. This is especially beneficial if you have a lot of custom fields or support several different products or processes. By using ticket forms, you can simplify the screens for your agents, making it easier for them to collect the necessary information for each specific request type.
For example, if your organization handles IT, HR, and Facilities requests, each department can have its own form tailored to its unique needs. This ensures that the right information is collected for each type of request, improving efficiency and accuracy in handling tickets. To learn more about planning for multiple ticket forms, check out theoriginal Zendesk article.
Start planning for multiple ticket forms in Zendesk by asking yourself key questions about your current setup and needs. Consider how many fields you have, the number of organizations using Zendesk Support, and the different processes being…
To create ticket forms in Zendesk, follow a structured approach. First, decide on the basic breakdown of your forms based on your analysis of current needs. Then, prepare your fields by creating a spreadsheet that outlines the forms you need and…
To ensure your ticket forms are effective in Zendesk, conduct thorough testing from both an end-user's and an agent's perspective. Check that field-level settings are correct, ensuring no unnecessary fields are required for end-users. Verify that…
When deciding the number of ticket forms in Zendesk, consider the balance between simplicity and specificity. Think about how many forms you want your customers and agents to choose from, aiming for a manageable number that doesn't overwhelm users….