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  • How to make Nicereply work with Zendesk (revised)

    8 comments

    As you might have noticed, Nicereply has a simple yet powerful way to integrate with virtually any helpdesk system. To have a clear view on how to make this work, we are about to demonstrate a way to connect it with Zendesk, one of the most popular helpdesk systems around.

    Now you can import your users with just one click. We have left here also the old version of importing users for those of who still want to do it manually.

    One click import

    Go to Settings and then select Import users.

    You just need to write down your Zendesk urlYour email, and Password. We will automatically generate random passwords for everyone and send those credentials to them by e-mail. You can run the bulk import every time you add new users to Zendesk. We will not delete your old users.

    Remember that you have to have Admin rights to your Zendesk account in order to import users.

    We do not store your Zendesk credentials. They are only used once during the import of users.

     

    Setting up Nicereply manually

    Since the best way to wrap your head around it is by providing an example, let’s say we run a hypothetical company that cares about their customers, uses Zendesk and wants to use Nicereply for getting customer feedback on it’s agents.

    • Our company is called Fat Cat, ltd.
    • We have two user agents, John Garfield and Betty Kitty.
    • We already have a Zendesk account at http://fatcatnew.zendesk.com
    • We’ve already signed up for Nicereply and created accounts for both our agents.

    First we have to edit user IDs of our agents to match those at Zendesk. We do this by copying the ID part of URL at John Garfield’s Zendesk profile to field ‘Username’ at Nicereply profile in Settings -> Staff -> Edit Person. We repeat this with Betty Kitty.

    Next, we have to activate the Ticket Link feature (Settings -> Ticket link) to link every rating to a ticket at Zendesk. We put our zendesk ticket URL into “Ticket system URL” field, in this case https://fatcatnew.zendesk.com/agent/#/tickets/<TICKET_ID>.

    Setting up Zendesk

    Now comes the Zendesk part. There are more ways to achieve the rating link to appear in your support emails, we’ll do it by editing the triggers ( Manage -> Triggers & email notificaitons ). This way you can choose whether your customers will be able to rate only solved ticket, every comment someone adds, or whatever else if you have a custom trigger in place. We choose the default “Notify requester of comment update”.

    Good thing for us, Zendesk provides a nice way to add variables (they call it placeholders) to every email notification for customers. This means it’s quite easy for us to construct a proper and working rating link. The only thing we have to do now is add this to the trigger email body when editing the trigger:

    Please, rate my reply here:
    
    http://nicereply.com/fat-cat/{{current_user.id}}/{{ticket.id}}

     

    And that’s it!

    We have now successfully connected Nicereply and Zendesk. Your customers will now be able to rate your helpdesk emails and you’ll have the ability to easily evaluate performance of your helpdesk team AND see which ticket each rating relates to.

    And by the way, we’re also planning to create a Nicereply widget for Zendesk, let us know what would you like it to do.

    Start today

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    8 Responses to “How to make Nicereply work with Zendesk (revised)”

    1. sarah says:

      Do you track the ip addresses of those who rate? Can we see it along with the rating? Thanks.

    2. admin says:

      Sarah: Yes, the ip is right under the name of the person who rated.

    3. Vicki says:

      Will people be able to give an explanation for the rating as well?

    4. admin says:

      Yes, your customers will be presented with a standard rating form which includes the comment field too!

    5. Vicki says:

      Thanks for the reply – are there only 2 ratings, or can we have more?

    6. admin says:

      You can have as many ratings as you want, have a look at http://www.nicereply.com to see the video and pricing for the number of support agents.

    7. Andre Santos says:

      Can we also check the rating of a ticket in Zendesk system or just on nicereply site?

    8. admin says:

      Hello Andre, we’re working on a blogpost about adding a nicereply widget to your zendesk site, stay tuned:)

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