Zendesk Support organises your store by managing customer orders and enquiries at one place with a proper trail and hassle-free environment
Zendesk Support for WooCommerce will simplify your business operations and give you peace of mind. It provides you with a platform where you can manage customer orders and related issues — all in one place.
The Zendesk Support for WooCommerce plugin provides valuable features for managing customer orders.
Easy to integrate
Integrating this plugin is very straightforward. Copy-paste your Subdomain, Username, and Access token from your Zendesk account, save changes, and your WooCommerce store is now integrated with Zendesk.
Keep track of orders and emails in one place
When an order or inquiry is placed by the buyer, a new ticket is automatically generated in Zendesk for the customer. You are notified via email and in your Zendesk account. You can easily follow up on the relevant ticket accordingly.
Sort customer orders easily
You can sort and arrange customer orders based on status, customer name, tags, priority levels, etc.
Make notes and tag teammates for easy management of customer-related issues
You can make notes for your consideration and assign the ticket or task to the relevant team member according to the inquiry made by your customer. You can proceed with all internal and external communication on the same ticket without notifying the customer, by setting the access level for different accounts in Zendesk.
Scrutinize your orders by the status
With Zendesk support integration, you have the capability to filter the orders based on the status of the order.
Set priority levels for your customer’s enquiry
Depending on the severity of issues, you can set priority levels for enquiries made by your clients.
In today’s fast-moving world, proper time management and customer satisfaction are very important to run a successful business! Zendesk Support for WooCommerce keeps your records in one place, and you don’t have to move back and forth between tabs to see related information for your customers. With Zendesk Support for WooCommerce, your time is freed up and customer support becomes more seamless.
Requirements
Minimum PHP version: 7.0
Zendesk Support for WooCommerce is an ultimate solution for orders management — try it today!
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Zendesk Support for WooCommerce
Zendesk is a cloud-based customer relationship management system that is trusted by hundreds of thousands of businesses worldwide. It is one of the leading customer support services that allow you to interact with your clients at any platform. With the help of our Zendesk Support plugin, you can easily integrate your wooCommerce’s store to Zendesk Account.
Installation
Download the .zip file.
Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
Install Now and Activate your Zendesk Support plugin.
Accessing the plugin’s settings:
Upon activating the plugin for the first time, there should be a banner along the top of your screen. Click the link to access the plugin’s settings.
Alternatively, you can access the settings using the method below:
In your WordPress admin page, navigate to WooCommerce > Settings
Click the Integration > Zendesk Support Integration.
Creating an Account on Zendesk
If you already have a Zendesk account set up, feel free to skip this step.
You will be redirected to set up and will be asked to enter your Work email address. Enter your email address and click Next.
Enter first, last name and phone number and click Next.
On the next step, you will be asked to enter your Company name, Number of employees, your Zendesk subdomain and Password. Enter your information, answer the question by selecting Manage customer support requests and click Complete trial signup.
Upon activating your Zendesk, a verification email will be sent to your email address. Click on the link to verify your account. On successful verification, you will be redirected to the dashboard of your zendesk account.
You have successfully signed up for your Zendesk account.
Linking your website to your Zendesk account
Goto: your WP Dashboard> WooCommerce > Settings > Integration > Zendesk support Integration
In subdomain tab, enter the subdomain name you have set for your zendesk account. For example, in ‘mycompany.zendesk.com’, the ‘mycompany’ is the name of your subdomain.
In Auth type, select Token or Password from the dropdown menu.
Obtaining API credentials
Once you have set your zendesk account, goto the zendesk dashboard on the left-hand side, click the admin icon and then scroll down to channels and click on API.
For first time users, the agreement statement would be visible, check it and click Get started.
For Token-based settings
Enable Token Access and click on the plus sign below to set Active API Token.
After clicking on the plus sign a tab will open containing your API Token. Give the token any name in API Token description and copy the API Token and store it to a secure place as it won’t be shown again.
Click save and paste your API Token to Access Token tab in the Zendesk Support Integration menu in your WooCommerce store settings.
Set Ticket Type and Priority from the drop-down menu.
Enter Tags. You can enter more than one tags by entering “comma” after every tag for your zendesk tickets and click Save changes.
You are all set up!
For Password-based settings
For Password-based settings, goto the zendesk dashboard on the left-hand side, click the admin icon and then scroll down to Channels and click on API. Enable Password Access.
Goto: Your website Dashboard > WooCommerce > Settings > Integration > Zendesk Support Integration and enter the password that you have set for your zendesk account and do rest of the settings as mentioned in token-based settings and click Save changes. You are all set up.
Usage
When an order or enquiry is placed by the buyer a new ticket is automatically generated in Zendesk for the customer. You are notified via email and in your zendesk account.
You can easily take follow up on every ticket and enquiry. You can communicate internally and with the customer on the same page with a complete trail of record.
Assign ticket to team members
You can assign the ticket to your team member or department for better understanding and quick resolution of the enquiries by adding followers or assignee.
How Customer’s order is recorded in Zendesk Account?
The Order will be recorded as a new Ticket and associated with the customer account. The customer account will be created if it does not already exist.
If I am already using Zendesk Account, how could I differentiate my WooCommerce customers orders from other tickets?
Zendesk Support Integration plugin will allow you to specify a Tag for WooCommerce orders. Our plugin will allow you to choose the type of ticket in Zendresk Support for WooCommerce Orders.
By purchasing the Zendesk Support for WooCommerce plugin, you will be able to gain access to a downloadable .zip file. When you purchase this plugin, you are assigned an account and license key. This gives you access to one year of premium support and updates.
Basic Setup:
Purchase the Zendesk Support for WooCommerce to get started.
Download the .zip file to your device.
On your website, Go to: WordPress Admin > Plugins > Add New to upload the file you downloaded with Choose File.
Activate the plugin in Plugins > Installed Plugins.
If you have a question about our Zendesk Support for WooCommerce plugin, please feel free to contact our support team.
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