How To Use Zendesk - Tutorial For Beginners

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This tutorial will be for beginners who are brand new, advanced users who want to learn about additional features, or users who would like a refresher on features and functionality.

Description (Wikipedia): Zendesk builds software for better customer relationships. It empowers organizations to improve customer engagement and better understand their customers. Zendesk products are easy to use and implement. They give organizations the flexibility to move quickly, focus on innovation, and scale with their growth.

0:00:00 How To Use Zendesk - Tutorial For Beginners
0:01:37 1 - Overview
0:02:54 2 - Pricing
0:05:58 3 - Account Set Up
0:07:16 4 - E-Mail Setup
0:10:08 5 - The Customers Experience with E-Mail Submission
0:11:10 6 - Setting Up the Guide Center
0:14:04 7 - Customer Experience with the Guide Center
0:16:27 8 - Admin - Customer Settings
0:19:34 9 - Adding Agents - Agent Settings
0:22:01 10 - Ticket Settings
0:24:36 11 - Setting a Customer Schedule
0:26:30 12 - Admin - Account Settings - Part 1
0:28:53 13 - Admin - Account Settings - Part 2
0:30:26 14 - Admin - Business Rules - Automation
0:32:19 15 - Business Rules - Triggers
0:33:56 16 - Website Widget
0:35:31 17 - Admin Channels - E-Mail - Part 1
0:38:19 18 - Admin Channels - E-Mail - Part 2
0:40:31 19 - Managing Ticket Views
0:43:39 20 - Conclusion
0:44:49 1 - Advanced Feature Overview - Research
0:46:43 2 - Social Media Channels
0:49:11 3 - Enable Live Chat Channel
0:52:10 4 - Ticket Forms
0:53:39 5 - Ticket Fields
0:55:05 6 - Managing the Ticket View
0:57:41 7 - Adding Support Agents and Team Members
1:00:00 8 - Managing Help Participants
1:01:32 9 - Managing Applications -Autoresponders
1:03:24 10 Adding Applications - Mailchimp
1:05:42 11 - Adding Applications - Webinars
1:07:53 12 - Extending Applications - Zapier
1:10:14 13 - Extending Applications - Zoom
1:12:09 14 - Extending Applications - Stripe
1:14:07 15 - Extending Applications - PayPal
1:16:58 16 - Live Example - Editing Settings
1:19:25 17 - Live Example - Answering a Ticket
1:21:47 18 - Live Example - Customer Experience
1:23:19 19 - Live Example - Extending Applications
1:25:50 20 Conclusion

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[ma.antoinettegonzalez]

I agree with the commenters that this video is one of the best tutorial about zendesk. glad that I found this video.

[IanDangerfield]

Thank you for consolidating all the training into a one stop shop to cover a detailed overview.

[davidl.]

I am very very like this video to know how to use Zendesk. You gave a very clear explanation and sample. very very great video.

[KKnosis]

Omgosh, this video is so meaty, I wonder how long it took the narrator to learn all of this? I hope he is making a ton of money.

[oralfuat]

Hello. Is there a way of having certain form show for certain organisations when they hit "Submit a request" in Zendesk guide? Thanks

[chaimaeeng]

That was helpful, thanks. Is there anyway to make changes on triggers/shortcuts as an agent on chat live if we don't have access to this tipe of things

[tommilzsr]

new to zendesk and would like to understand the steps of all the good content above to
create a sales campaign

[dorcasakpan]

So is it safe to say, agents are the company department heads for instance the accountant, project delivery team head and management?

[bimiuk]

How would you make it so all users Profile is pulled from AD so u have information for each user eg: departmnt, manager, job title etc

[Kathleen.]

Is there a way to call a lead and click next for a new lead to open? Instead of having to go back to the main list and then open another? Is there a way to put an appointment on the calendar from the lead, instead of copying the address and then going to the calendar to add?

[JonHull-znxb]

Scott - is there a way to add new leads from an excel doc into a existing smart list?

[anshulchugh]

How do you create a glossary page on zendesk for customers to view?