WS Form Zendesk Addon v1.1.4 - WordPress Plugin

The Zendesk add-on allows you to create custom support ticket forms on your website that are pushed to your Zendesk account. Installation The Zendesk plugin is installed in the same way as installing the WS Form PRO plugin. Once installed you will need to activate the license for the plugin. When you purchase the Zendesk plugin, you will be given a license key.

If you have lost your license key(s), click here. To activate your license key: Click WS Form in the WordPress administration menu. Click Settings. Click the Zendesk tab at the top of the page. Enter your license key. Click the Activate button. If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Zendesk In order to use the add-on, you need to connect it to Zendesk. Connecting is easy! Click WS Form in the WordPress administration menu. Click Settings. Click the Zendesk tab at the top of the page. Click Connect and follow the onscreen prompts If you do not have a Zendesk account, you can create a new account here. Creating a Form for Zendesk Automatically The Zendesk add-on comes with an example form template that you can use to create a support ticket form in a single click.

Click WS Form in the WordPress administration menu. Click Add New. Select the Zendesk tab at the top of the page. Click on the Support Ticket template. Wait a few moments while the form is created. That’s it! Your form will be created and is ready to add to your website. Manually It is also possible to use any form created in WS Form and add an action so that it is submitted to Zendesk when a user saves or submits their form.

To add a Zendesk action: When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page. Click the Add icon to add a new action. Select Add to a Zendesk List from the Action pulldown. A series of settings will appear. As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The Zendesk action settings are as follows: When Should This Action Run? You can choose to run the Zendesk action when the form is saved, submitted, or both. Opt-In Field Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked, opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Field Mapping Field mapping tells WS Form which of your form fields relate to the corresponding fields in Zendesk. For example you would want to map your Email field to the Email field in Zendesk. To map a field: Click the Add icon at the bottom right of the field mapping section. In the left-hand column, select your form field. In the right-hand column, select the corresponding Zendesk field.

Repeat this process for each field on your form. Click the Save button at the bottom of the sidebar to save your changes. Custom Mapping Custom mapping allows you to set a Zendesk field to any value you wish, including the use of WS Form variables. For example you might want to map a license key field to a custom field in Zendesk. To add a custom mapping: Click the Add icon at the bottom right of the field mapping section.

In the left-hand column, enter a value or a WS Form variable. In the right-hand column, select the corresponding Zendesk field. Repeat this process for each field on your form. Click the Save button at the bottom of the sidebar to save your changes. Tag Mapping Tag mapping tells WS Form which of your form fields relate to the tags in Zendesk. To map a field: Click the Add icon at the bottom right of the tag mapping section.

Select your form field. Repeat this process for each field on your form. Click the Save button at the bottom of the sidebar to save your changes. Tag mapped fields need to be a choice field, such as Select, Checkbox, or Radio fields. Attachments You can also attach files and signatures to Zendesk tickets. To do this you just need to add at least one file upload or signature field to your form.

To map your file upload field to Zendesk: Click the Add icon at the bottom right of the attachments section. Select your file upload field. Repeat this process for each field on your form. Click the Save button at the bottom of the sidebar to save your changes. Variables The Zendesk add-on introduces additional variables that you can use in actions such as messages and emails.

VariableNameDescriptionUsage#zendesk_ticket_id. Ticket IDReturns the ID of the created ticket. Actions#zendesk_ticket_url. Ticket URLReturns the URL of the created ticket in your Zendesk account. Do not use this URL in any communications to the person submitting the ticket. Actions