Setting Up Smart Links in Sell - Frequently asked questions
Frequently asked questions
How do I set up smart links in Zendesk Sell?
To set up smart links in Zendesk Sell, you need to configure them through the web settings. First, ensure you have admin rights and create a custom field to hold the unique identifier for your smart link. This custom field must be a 'Single Line…
Can I use smart links on the Zendesk Sell mobile app?
Yes, you can use smart links on the Zendesk Sell mobile app to quickly access other applications or web pages. Once you've configured your smart links on the web, they become accessible on your mobile device. Simply click 'Smart links' from the…
What are some examples of using smart links in Zendesk Sell?
Smart links in Zendesk Sell can be used for various purposes, such as linking to video sites, tracking shipments, or connecting to reporting systems. For instance, you can create a smart link to a YouTube video by storing the video ID in a custom…
Can smart links be used for Single Sign-On (SSO) in Zendesk Sell?
Smart links in Zendesk Sell cannot be used for Single Sign-On (SSO) as they are simple URL links. These links are opened externally and do not handle authentication processes like SSO. The login process, whether through SSO or other methods, is…
Can I create a smart link to place an order on Shopify?
Yes, you can create a smart link to place an order on Shopify if the order page has a unique URL ID. By using this unique identifier in a custom field, you can set up a smart link that directs you to the specific order page on Shopify, allowing…
Is it possible to use conditional formatting with smart links in Zendesk Sell?
Currently, conditional formatting like IF THEN ELSE is not supported in smart links within Zendesk Sell. This means that if a custom field is not filled, the smart link cannot automatically redirect to a general website. However, you can share…
How can I troubleshoot issues with smart links on the Zendesk Sell mobile app?
If you're experiencing issues with smart links on the Zendesk Sell mobile app, such as incorrect URL encoding, it may require troubleshooting. For example, if additional characters like '%2525' are being added to your URLs, it's best to contact…
Can I move or customize the placement of smart links in Zendesk Sell?
Currently, you cannot move or customize the placement of smart links within Zendesk Sell. Smart links appear as a button on the right side of your lead, contact, or deal page. There is no option to reposition them or create a 'smart' URL using…
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