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Update Business Rules for CCs & Followers - Frequently asked questions

Discover answers to common questions about manually updating business rules for CCs and followers in Zendesk. Learn how to manage settings effectively.

Frequently asked questions

How do I manually update business rules for CCs and followers in Zendesk?

To manually update business rules for CCs and followers in Zendesk, you need to follow a few steps. First, download the affected rules using the migration wizard in the Admin Center. This will provide you with a list of rules that need updating….

What should I do if I haven't downloaded the affected rules for CCs and followers?

If you haven't downloaded the affected rules for CCs and followers, you should do so using the migration wizard in the Admin Center. This download will provide you with a list of customized rules that need updating, including changes, removals, and…

How can I update triggers for CCs and followers in Zendesk?

To update triggers for CCs and followers in Zendesk, access the Admin Center and navigate to Business Rules > Triggers. For each affected trigger, modify the conditions and actions as specified in the affected rules list. For example, change the…

How do I create a trigger for 'request received' email notifications in Zendesk?

To create a trigger for 'request received' email notifications in Zendesk, you can either create a new trigger or update an existing one. Title it 'Notify agent of internal note request received'. Set conditions such as 'Ticket | Is | Created',…

What changes are needed for automations when updating to CCs and followers?

When updating automations for CCs and followers, you need to modify the business rules definitions as outlined in the affected rules list. In the Admin Center, go to Agent tools > Macros and update each automation. For instance, change the action…

How do I update macros for CCs and followers in Zendesk?

To update macros for CCs and followers in Zendesk, access the Admin Center and navigate to Agent tools > Macros. Review each macro to ensure the actions are appropriate for the current setup. Make any necessary changes to align with the new CCs and…

How can I update email templates for followers in Zendesk?

To update email templates for followers in Zendesk, go to the Admin Center and select Tickets > Settings. In the CCs and Followers section, set up a new Follower email template. Ensure that the placeholders in the template work as expected for the…

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