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 the correct forms are displayed to end-users in a logical order and that each form's fields are arranged logically for your process.
Additionally, ensure no critical fields are missing from your forms. This testing phase is crucial to confirm that your forms are ready for use and will effectively support your processes.
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…
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…
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….