This step-by-step guide will walk you through the Zendesk integration process. Follow along with the video or written instructions below to see how it’s done.
Click on any screenshot to see the full-sized image.
In a separate browser tab, log in to your Zendesk account as an admin.
Select Zendesk from the list of helpdesks. You can do this during the introduction, right after you create your account:
Alternatively, you can do it from the ChannelReply dashboard:
After choosing Zendesk, click “INSTALL CHANNELREPLY IN YOUR ZENDESK ACCOUNT."
You’ll arrive on the page for our app in the Zendesk marketplace. The app itself is free—there are no further charges for installing it. Click on the “Install” button to begin.
On the next page, make sure the correct Zendesk account is selected, then click “Install.”
Zendesk will provide you with a few options on the next page. If you’re happy with them, click “Install.”
App installation is now complete! You should see ChannelReply in your currently installed apps, plus a success notification in the upper right.
Go to “Views” in the left-hand menu of your Zendesk account, then open any ticket. (If there are no tickets in your Zendesk, please see "How to Create a Zendesk Ticket.")
If you don't already have the apps sidebar open, click the "Apps" button in the upper right. Depending on when you created your Zendesk account, this may be an icon made of nine squares, or a button that actually says "Apps."
Above: The "Apps" button in the latest Zendesk interface. Below: The "Apps" button in the classic interface.
Choose ChannelReply from the list of apps.
Hit “Activate ChannelReply.”
You’ll see a message asking you to log in to ChannelReply or sign up. Since you already have an account, click “log in to ChannelReply.”
You logged in earlier, so you’ll skip the login screen and go straight to the Zendesk page shown below. Click “Allow” to continue.
Congratulations—you have completed the Zendesk integration process! Here's what's left to complete setup:
You can safely exit setup now if desired. You’ll be able to continue anytime by choosing a marketplace from your account dashboard.
If you ever need assistance, please don’t hesitate to contact us.
After you've begun receiving marketplace messages, the ChannelReply app will start working. You’ll see detailed info about the customer and their order on any new buyer message where data is available.
One of the most powerful advanced options in Zendesk is custom fields. These allow you to automatically personalize your messages. For setup instructions, see "How to Use Custom Fields from ChannelReply in Zendesk Macros."
Below, you’ll see what your marketplace messages will look like in Zendesk with our app installed and custom fields added. Critical information about your tickets will appear in the app on the right. You will also see the custom fields you created on the left.
You can read a complete breakdown of all available features in "Everything You Can Do with ChannelReply in Zendesk."