5 steps to provide email support - Step 1: Plan your setup
Kick off your journey to email support mastery with the first episode of Zendesk’s "5 Steps to Provide Email Support" series! In "Step 1: Plan Your Setup," learn how to build a solid foundation for smooth and effective email communication tailored to your business needs. Discover how to optimize resources, simplify support workflows, and deliver outstanding customer experiences. Don’t miss the live Q&A session to have your important questions answered! Perfect for teams aiming to improve efficiency, elevate customer satisfaction, and integrate email support seamlessly into their business strategy.
Timestamps
00:00 - Intro
06:00 - Agenda
09:00 - Planning your email support setup
11:00 - ¿Why is it important to plan your email support?
09:26 - ¿How is your team organized?
10:40 - Best practices
11:48 - Why is it important to plan your team organization?
12:30 - How can you organize your team?
19:37 - What access should your employees have?
20:55 - What access should your employees have: Best Practices
22:13 - Why should you plan your team member’s access?
23:16 - Flowchart team member’s access example
26:09 - How are your customers Organized
28:11 - Best Practices in How your Customers are organized
29:00 - Why is it important to plan your customer organization?
30:00 - How to organize your customers
37:26 - What data do you want to track about your interactions?
40:50 - What data do you wanna track best practices
41:49 - Why customize fields for data collection
43:40 - The About field
46:39 - Q&A Session
Join us for Episode 2 of "5 Steps to Provide Email Support: Organize Your Team." Learn to segment roles, manage customer organizations, and use custom fields. Live demos and Q&A included—RSVP here!
https://usergroups.zendesk.com/events/details/zendesk-zendesk-essentials-live-tutorials-presents-5-steps-to-provide-email-support-step-2-organize-your-team-1/
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