Custom Training: Zendesk Admin Overview (Remote)

Custom Training: Zendesk Admin Overview (Remote)

About this course

Your organization may have complex needs and adopting a new system can be tough. Our Admin Overview can help you cut through that complexity. This course focuses on the features that every Zendesk administrator needs to know. We’ll cover not only hands-on topics such as email setup, triggers, automations, user management, and custom fields, but also strategic best practices to ensure both efficiency and scalability.

We tailor our standard curriculum for you and your team, showing you how to build/manage your ticketing workflows and use other features in ways both specific and meaningful to your organization. We’ll cover not only hands-on topics such as email setup, triggers, automations, user management, and custom fields, but also strategic best practices to ensure both efficiency and scalability.

While we do tailor the session agenda based on your unique needs, we generally cover the below topics (See the What You'll Learn section).

Duration: 3 hours
Level: Intermediate
Format: Private Session, Remote 

Who Should Attend?

This course is designed for novice or new Zendesk administrators and project owners.

Prerequisites

Zendesk Support Essentials - completed in either of the below formats:

What You'll Learn   

Topics include:   

  • Administrator Overview
  • Building Your Support Team
  • Customer Login Experience
  • Customer Account Management
  • Incoming and Outgoing Email
  • Custom Fields
  • Business Process Management
  • Advanced Placeholders
  • Triggers and Automations
  • Sandbox   

What is Custom Training (Remote)?

Remote custom training sessions are private sessions, delivered only to your company, conducted remotely via GoToTraining by a live trainer. While we start with a standard agenda for each custom course, your trainer will conduct a pre-training call to discuss your use case and areas of interest, and tailor the agenda to suit. Custom training sessions are a great option for learners with moderate to complex use cases, medium to large groups, or for those who simply learn better one on one. Custom sessions are highly interactive, and trainers encourage heavy participation from students.

Remote custom sessions are conducted via GoToTraining. Course materials are provided after the session, so students are able to reference them after the session. Recordings are provided on request.

Looking for more training options? Take a look at our Virtual Instructor-Led courses.

The Fine Print

 

  • A Zendesk Trainer will contact you within 5 business days of the execution of your Services Order.
  • We’ll mutually agree on the live training date no later than 5 days after our initial contact with you.
  • We’ll send you a pre-training questionnaire to be completed in order to personalize your training experience.
  • The pre-training questionnaire must be completed 3 business days prior to agreed training day.
  • Zendesk will facilitate the following:
    • 1 hr – introductory / conference call to coordinate training date and review objectives.
    • ~3 hr live training course via Zendesk provided webinar
    • Optional: 30 min – Closeout to facilitate next steps or open questions.
  • Recommended class size is no more than 12 individuals.
  • Standard training will be delivered in a Zendesk training instance.
  • Standard training materials may be provided in PDF format at your request.
  • Cancellation/Changes: Any cancellations/changes less than 5 days prior to agreed training date are subject to forfeiture of the training session fees and date(s).

About this course

Your organization may have complex needs and adopting a new system can be tough. Our Admin Overview can help you cut through that complexity. This course focuses on the features that every Zendesk administrator needs to know. We’ll cover not only hands-on topics such as email setup, triggers, automations, user management, and custom fields, but also strategic best practices to ensure both efficiency and scalability.

We tailor our standard curriculum for you and your team, showing you how to build/manage your ticketing workflows and use other features in ways both specific and meaningful to your organization. We’ll cover not only hands-on topics such as email setup, triggers, automations, user management, and custom fields, but also strategic best practices to ensure both efficiency and scalability.

While we do tailor the session agenda based on your unique needs, we generally cover the below topics (See the What You'll Learn section).

Duration: 3 hours
Level: Intermediate
Format: Private Session, Remote 

Who Should Attend?

This course is designed for novice or new Zendesk administrators and project owners.

Prerequisites

Zendesk Support Essentials - completed in either of the below formats:

What You'll Learn   

Topics include:   

  • Administrator Overview
  • Building Your Support Team
  • Customer Login Experience
  • Customer Account Management
  • Incoming and Outgoing Email
  • Custom Fields
  • Business Process Management
  • Advanced Placeholders
  • Triggers and Automations
  • Sandbox   

What is Custom Training (Remote)?

Remote custom training sessions are private sessions, delivered only to your company, conducted remotely via GoToTraining by a live trainer. While we start with a standard agenda for each custom course, your trainer will conduct a pre-training call to discuss your use case and areas of interest, and tailor the agenda to suit. Custom training sessions are a great option for learners with moderate to complex use cases, medium to large groups, or for those who simply learn better one on one. Custom sessions are highly interactive, and trainers encourage heavy participation from students.

Remote custom sessions are conducted via GoToTraining. Course materials are provided after the session, so students are able to reference them after the session. Recordings are provided on request.

Looking for more training options? Take a look at our Virtual Instructor-Led courses.

The Fine Print

 

  • A Zendesk Trainer will contact you within 5 business days of the execution of your Services Order.
  • We’ll mutually agree on the live training date no later than 5 days after our initial contact with you.
  • We’ll send you a pre-training questionnaire to be completed in order to personalize your training experience.
  • The pre-training questionnaire must be completed 3 business days prior to agreed training day.
  • Zendesk will facilitate the following:
    • 1 hr – introductory / conference call to coordinate training date and review objectives.
    • ~3 hr live training course via Zendesk provided webinar
    • Optional: 30 min – Closeout to facilitate next steps or open questions.
  • Recommended class size is no more than 12 individuals.
  • Standard training will be delivered in a Zendesk training instance.
  • Standard training materials may be provided in PDF format at your request.
  • Cancellation/Changes: Any cancellations/changes less than 5 days prior to agreed training date are subject to forfeiture of the training session fees and date(s).