How to Create a Proactive Ticket Campaign in Zendesk
How can I create a proactive ticket campaign in Zendesk?
Creating a proactive ticket campaign in Zendesk involves using the Proactive Tickets app to target specific customer segments and send out tickets.
To start, click the Proactive Tickets icon in the navigation bar, enter your search criteria to filter customers, and select the customers you want to include. Name your campaign, fill in the ticket details, and choose a macro if needed. Preview your campaign before sending it out. Once sent, Zendesk will create a ticket view for your campaign, allowing you to manage the tickets efficiently.
More related questions
What is the Proactive Tickets app in Zendesk?
The Proactive Tickets app in Zendesk allows your team to proactively reach out to customers by creating tickets on their behalf. This helps in managing customer relationships by addressing potential issues before they arise. With the app, you can…
How do I install the Proactive Tickets app in Zendesk?
Installing the Proactive Tickets app in Zendesk is a straightforward process. You can find it in the Zendesk Marketplace and install it directly from there. To install, go to the Admin Center, click on the Apps and integrations icon, and select…
What are the best practices for using the Proactive Tickets app?
To effectively use the Proactive Tickets app, it's important to align it with your existing workflows and team strategies. This ensures that your proactive tickets are managed efficiently. Before creating tickets, review your triggers to ensure…
What should I consider before using the Proactive Tickets app?
Before using the Proactive Tickets app, ensure your user profile has a default time zone set, as this is required for the app to function properly. Additionally, the app does not support custom ticket statuses, so make sure you're using system…
Can I use custom ticket statuses with the Proactive Tickets app?
No, the Proactive Tickets app does not support custom ticket statuses. It only works with system ticket status fields. If you have custom statuses enabled, you may encounter issues when using the app. To ensure smooth operation, check your ticket…
How can I manage proactive tickets after they are created?
After creating proactive tickets, you can manage them using the ticket view that Zendesk automatically creates for your campaign. This view allows you to organize and track your proactive tickets efficiently. You can customize the view to fit your…
What are the release notes for the Proactive Tickets app?
The Proactive Tickets app has undergone several updates to improve functionality and user experience. Key improvements include allowing HTML content for ticket descriptions, fixing translation and alignment issues, and enhancing search…
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