Send customer profiles to Zendesk¶
Note
This topic contains information about configuring a destination that sends query results to Zendesk using orchestrations. To configure a destination that sends audiences to Zendesk using campaigns see this topic .
Zendesk is a service-first CRM company that builds software designed to improve customer relationships by providing support, chat, and community services that span channels.
Amperity may be configured to create or update user records in Zendesk by using the Zendesk Users API to create or update users . Use this connector to deliver a better customer support experience by pre-populating Zendesk user records with customer records from Amperity, including:
Order history
Loyalty status
Satisfaction survey results
Shopping preferences
and more
Use this data to show customer support representatives information related to product recommendations, next best actions, and likelihood of churn.
Note
Creating or updating records are rate limited to a maximum of 100 users per second.
Get details¶
Review the following details before configuring credentials for Zendesk and before configuring Amperity to send email lists to Zendesk.
|
Credential settings
|
|
|
Required configuration settings Subdomain
|
|
|
Required fields for Zendesk Be sure to send all fields from Amperity that will be required by Zendesk. The name, email or external_id fields must be included. From within Zendesk verify that audience data has been loaded and is usable by all of the use cases you want to use within Zendesk to build better customer experiences. |
Configure credentials¶
Configure credentials for Zendesk before adding a destination.
An individual with access to Zendesk should use SnapPass to securely share “email address” and “API token” details with the individual who will configure Amperity.
To configure credentials for Zendesk
|
From the Settings page, select the Credentials tab, and then click the Add credential button. |
|
In the Credentials settings dialog box, do the following: From the Plugin dropdown, select Zendesk. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination. |
|
The settings that are available for a credential are determined by the credential type. For the “zendesk” credential type, configure settings, and then click Save.
|
Add destination¶
Use a sandbox to configure a destination for Zendesk. Before promoting your changes, send a test audience, and then verify the the results in Zendesk. After the end-to-end workflow has been verified, push the destination from the sandbox to production.
To add a destination for Zendesk
|
|
Open the Destinations page, and then click the Add destination button. 
To configure a destination for Zendesk, do one of the following:
|
|
|
Select the credential for Zendesk from the Credential drop-down, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Zendesk. |
|
|
In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow users with limited access to PII access to this destination. Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. |
|
Configure the following settings, and then click “Save”. Subdomain
|
|
After this destination is configured, users may configure Amperity to:
to Zendesk. |