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− | <meta name="keywords" content=" | + | <meta name="keywords" content="zendesk extended for magento 2, zendesk magento 2, magento zendesk, zendesk extended configuration, magento zendesk extended management, magento zendesk extended installation, magento zendesk extended common problems, about magento zendesk extended, magento zendesk extended documentation, magento zendesk extended faq, magento zendesk extended help, magento zendesk extended guide, magento zendesk extended wiki, magento zendesk extended tutorial, magento zendesk extended tips, magento zendesk extended wiki, magento extension"></meta> |
− | <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The | + | <meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Zendesk Extended For Magento Extension."></meta> |
− | =About [http://www.modulesgarden.com/products/ | + | |
+ | =About [http://www.modulesgarden.com/products/magento/zendesk-extended-m2 Zendesk Extended For Magento 2]= | ||
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 5px 0px;"|'''Zendesk Extended For Magento 2''' enables the remote use of Zendesk tools upon the integration built between Magento and Zendesk.<br /> |
+ | With this extension, all operations on Zendesk tickets or even the creation of Zendesk accounts can be performed within your eCommerce platform.<br /> | ||
+ | Your clients, at the same time, will be free to handle each submitted ticket straight in the Magento customer panel. | ||
|} | |} | ||
− | <!-- | + | <!-- comments are awesome, aren't they? --> |
− | *''' | + | *'''Customer Panel Features:''' |
{| | {| | ||
− | |style="padding: 10px 0px 0px 30px;"|✔ | + | |style="padding: 10px 0px 0px 30px;"|✔ Open New Ticket |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Add Several Attachments To Each Ticket Message |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Add Reply To Tickets |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ View Tickets |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 10px 30px;"|✔ View Tickets Statistics |
|} | |} | ||
+ | *'''Admin Panel Features:''' | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 10px 0px 0px 30px;"|✔ View Full Tickets List |
|} | |} | ||
− | |||
{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 0px 30px;"|✔ Open Ticket Directly From Extension |
|} | |} | ||
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− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Manage Tickets - Reply, Add Notes, Modify Settings, View Logs |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Delete Single Or Multiple Tickets |
|} | |} | ||
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− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Display All Selected Customer Tickets On Their Page |
|} | |} | ||
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− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ Create Zendesk End-User Accounts For Your Clients Automatically |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px | + | |style="padding: 0px 0px 0px 30px;"|✔ View Full Users List |
|} | |} | ||
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− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Add New Admin User Account |
|} | |} | ||
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− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Use Default Or Custom Admin Account |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ Define | + | |style="padding: 0px 0px 0px 30px;"|✔ Define Custom Signature For Each Admin |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Toggle Possibility To Add Attachments To Tickets |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Export Tickets Overview - CSV And XML |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 10px 30px;"|✔ Define Cache Lifetime - With Ability To Disable Cache |
|} | |} | ||
+ | *'''General Info:''' | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 10px 0px 0px 30px;"|✔ Supports Multiple Attachments In Single Ticket Message |
|} | |} | ||
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{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 0px 30px;"|✔ Supports Ticket Tags |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Connection Test And Admin Validation |
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− | |style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5. | + | |style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.6 Up To PHP 7 |
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− | |style="padding: 0px 0px 30px 30px;"|✔ Supports | + | |style="padding: 0px 0px 30px 30px;"|✔ Supports Magento 2.1 And Later |
|} | |} | ||
=Installation= | =Installation= | ||
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 30px 0px;"|'''This tutorial will show you how to successfully install Zendesk Extended For Magento 2.''' <br /> |
− | We will guide you step by step through the whole installation and configuration process. | + | We will guide you step by step through the whole installation and configuration process. <br /> |
|} | |} | ||
+ | ==Installation== | ||
{| | {| | ||
− | |style="padding: | + | |style="padding: 10px 0px 20px 15px;"|'''1. Log in to your client area and download Zendesk Extended For Magento 2.''' |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_1.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the extension into the main Magento directory.<br /> |
− | + | Extracted files in your Magento directory should look like this: | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_2_1.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|'''3. | + | |style="padding: 0px 0px 15px 15px;"|'''3. When you install Zendesk Extended For Magento 2 for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br /> |
− | + | File is located in '' '/app/code/Modulesgarden/Zendesk/license_RENAME.php' '' . Rename it from '' 'license_RENAME.php' '' to '' 'license.php' '' . | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_3.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|'''4. | + | |style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key, you have to edit a previously renamed '' 'license.php' '' file.'''<br /> |
− | + | Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area'' → 'My Products' ''. | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_4.png]] |
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+ | |||
+ | ==Configuration== | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 15px 15px;"|'''5. Now, log in to Magento and go to '' 'Store' '' → '' 'Configuration' ''.'''<br /> |
+ | Afterwards, press '' 'Zendesk Extended' '' under '' 'ModulesGarden' '' section. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_5.png]] |
− | + | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|'''6. In '' 'General' '' section fill in '' 'Subdomain' '', '' 'Username' '' and '' 'Token' '' fields with your connection details. Next, press '' 'Save Config' ''.'''<br /> |
+ | ''Note: '' 'Subdomain' '' is a subdomain used by your Zendesk server.''<br /> | ||
+ | ''For example, as shown on the following screen, a full URL to Zendesk server is '' '<nowiki>https://mgsupport.zendesk.com</nowiki>' ''.'' | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_6.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px 20px | + | |style="padding: 0px 0px 20px 15px;"|'''7. You can also check whether the connection details provided by you are correct, press '' 'Check Connection' '' after saving configuration to do so.''' |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_7.png]] |
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px | + | |style="padding: 0px 0px 30px 15px;"|'''8. You have just successfully installed Zendesk Extended For Magento 2!''' |
|} | |} | ||
=Configuration and Management= | =Configuration and Management= | ||
{| | {| | ||
− | |style="padding: 10px 0px 30px 15px;"|''' | + | |style="padding: 10px 0px 30px 15px;"|'''Zendesk Extended For Magento 2 will help you gain profits from the usage of Zendesk support platform in your own Magento system.''' |
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|} | |} | ||
− | == | + | ==Configuration== |
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 30px 15px;"|Let's start by showing you other configuration possibilities of our extension. |
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|} | |} | ||
+ | ===General=== | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 15px 15px;"| |
+ | In the '' 'General' '' section you can set up access details to your Zendesk server.<br /> | ||
+ | It was explained in the installation section of this documentation.<br /> | ||
+ | ''Please note that you have to save this configuration before you start configuring next sections!'' | ||
|} | |} | ||
− | == | + | ===Customer Frontend=== |
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 20px 15px;"|'' 'Customer Frontend' '' lets you enable/disable attachments to the tickets, as well as define the default sort order of tickets in the customer panel. |
|} | |} | ||
− | === | + | ===Cache=== |
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 20px 15px;"|'' 'Lifetime' '' variable in the '' 'Cache' '' section allows you to define how often changes should be synchronized with Zendesk server.<br /> |
− | + | Any changes made in your Magento result in clearing cache and performing a new synchronization. | |
− | + | ||
|} | |} | ||
+ | ===Department=== | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 15px 15px;"|'' 'Department' '' - choose a default group (agents) in Zendesk that tickets will be passed to. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_8.png]] |
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{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 15px 15px;"|Finally, click the '' 'Save Config' '' button for the second time for the changes to take effect. |
|} | |} | ||
− | == | + | |
+ | ==Settings - Zendesk Account Per Admin== | ||
{| | {| | ||
− | |style="padding: 10px 0px 15px 15px;"| | + | |style="padding: 10px 0px 15px 15px;"|Our extension allows your staff to use multiple accounts on a Zendesk server.<br /> |
− | + | To set up an account for currently logged in admin, proceed to '' 'Zendesk' '' → '' 'Settings' ''.<br /> | |
− | + | Now, select '' 'No' '' from '' 'Use Global Settings' '', otherwise your admin will be using a default account on a Zendesk server. | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_12.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"| | + | |style="padding: 0px 0px 15px 15px;"|New fields shows up, fill them in with access details to your Zendesk user admin account.<br /> |
− | + | Additionally, using '' 'Signatures' '' text area you can define a signature added to your replies.<br /> | |
− | + | Confirm through pressing '' 'Save Settings' ''. | |
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_13.png]] |
|} | |} | ||
+ | |||
+ | ==Users== | ||
{| | {| | ||
− | |style="padding: | + | |style="padding: 10px 0px 15px 15px;"|'' 'Users' '' page allows you to view the list of users, which contains both admins and end users.<br /> |
− | + | As you can see on the following screen, you can find information about each of your users and even search specific ones using filters.<br /> | |
− | + | Additionally, you can edit and remove each account using buttons at the '' 'Action' '' column. | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_14.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|You can | + | |style="padding: 0px 0px 15px 15px;"|You can easily proceed to the tickets of a specific user.<br /> |
− | + | Simply, press the name as shown below. | |
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_15.png]] |
|} | |} | ||
− | == | + | ===Add A New User=== |
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 20px 15px;"|In order to add a new user, press '' 'Add User' '' button. |
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{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_16.png]] |
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{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 15px 15px;"|Next, fill in user details and decide what type of account it should be.<br /> |
− | + | You can even add tags and notes to the account, press '' 'Save' '' to confirm creation of the account.<br /> | |
+ | ''Note: Zendesk end-user account is automatically created for the client who does not have one.'' | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_17.png]] |
|} | |} | ||
− | == | + | ==Tickets== |
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 15px 15px;"|Tickets and their details can be viewed at the '' 'Tickets' '' page of our extension.<br /> |
+ | You can search for a specific ticket using filters. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_18.png]] |
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+ | ===Ticket Overview=== | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 20px 15px;"|In order to view a specific ticket, find it on the list of tickets and click on it. |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_20.png]] |
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{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 15px 15px;"|You will be moved to the ticket page.<br /> |
− | + | As you can see, here you can view a full conversation and add a new reply.<br /> | |
− | + | Using a sidebar you can easily switch between tabs. | |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_21.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 20px 15px;"|At '' 'Add Note' '' page you can view previously created notes and add a new one. |
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− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_22.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px 20px 15px;"| | + | |style="padding: 0px 0px 20px 15px;"|To view the other tickets of the client, proceed to '' 'Other Tickets' '' page. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_23.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|You can even change ticket's details at '' 'Options' '' page.<br /> |
+ | Here you are able to switch ticket's department, subject, priority and status. You can even add a tag to the ticket.<br /> | ||
+ | ''Note: Zendesk server does not allow to reopen a previously closed tickets, so think twice before closing any.'' | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_24.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px 20px 15px;"| | + | |style="padding: 0px 0px 20px 15px;"|All replies are logged, to view the full log, move to the '' 'Log' '' tab. |
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{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_25.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px 20px 15px;"| | + | |style="padding: 0px 0px 20px 15px;"|In order to go back to the list of tickets, press '' 'Back To Tickets' ''. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_25_1.png]] |
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+ | |||
+ | ==Front-End - Client Area== | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 15px 15px;"|Your customers can profit from the integration with Zendesk right away!<br /> |
+ | Let's log into a client's account and press '' 'My Tickets' '' in order to proceed to the ticket dashboard. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_26.png]] |
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{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 15px 15px;"|As you can see on the following screen, here you can access the list of previously created tickets and ticket's statistics.<br /> |
− | + | Now, open a new ticket through pressing '' 'Open Ticket' ''. | |
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− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_27.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|Fill in ticket's subject, its message, type of the ticket and its priority.<br /> |
+ | Optionally, you can add an attachment (if admin allows it). Send the ticket through pressing '' 'Submit' ''. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:ZEM2_28.png]] |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|Now, let's take a look at the ticket itself, where some conversation with administration was already made.<br /> |
+ | ''Note: If you attach an image file, pressing on it will result in opening it in a new tab of your browser.'' | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 25px;"|[[File:ZEM2_29.png]] |
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+ | |||
+ | =Tips= | ||
{| | {| | ||
− | |style="padding: 0px | + | |style="padding: 10px 0px 10px 15px;"|1. Attachments are saved in the '' 'your_magento\pub' '', therefore make sure you set it as writeable. |
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{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 10px 15px;"|2. If you use one Zendesk server with multiple Magento platforms, your clients' tickets will be available throughout all the platforms. |
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=Common Problems= | =Common Problems= | ||
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 0px 15px;"|'''1. When you have problems with connection, check whether your SELinux or firewall does not block ports.''' |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 10px 0px 0px 15px;"|'''2. Error '' 'The page you requested was not found, and we have a fine guess why.' '' encountered while choosing '' 'Shipping method' '' condition.'''<br /> |
− | '' | + | ''Reason:'' This is related to Magento bug with missing DHL configuration variables.<br /> |
− | ''Solution:'' | + | ''Solution:'' To solve this please go to '' 'System' '' → '' 'Configuration' '' → '' 'Shipping methods' '' → '' 'DHL' '' and save the configuration. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 15px;"|3. | + | |style="padding: 0px 0px 30px 15px;"|3. In case of any problems with the extension, that were not mentioned in this article, proceed to [http://www.docs.modulesgarden.com/General#Common_Problems_With_Magento_Extensions Common Problems With Magento Extensions] article. |
− | + | ||
|} | |} |
Revision as of 09:02, 26 May 2017
Contents |
About Zendesk Extended For Magento 2
Zendesk Extended For Magento 2 enables the remote use of Zendesk tools upon the integration built between Magento and Zendesk. With this extension, all operations on Zendesk tickets or even the creation of Zendesk accounts can be performed within your eCommerce platform. |
- Customer Panel Features:
✔ Open New Ticket |
✔ Add Several Attachments To Each Ticket Message |
✔ Add Reply To Tickets |
✔ View Tickets |
✔ View Tickets Statistics |
- Admin Panel Features:
✔ View Full Tickets List |
✔ Open Ticket Directly From Extension |
✔ Manage Tickets - Reply, Add Notes, Modify Settings, View Logs |
✔ Delete Single Or Multiple Tickets |
✔ Display All Selected Customer Tickets On Their Page |
✔ Create Zendesk End-User Accounts For Your Clients Automatically |
✔ View Full Users List |
✔ Add New Admin User Account |
✔ Use Default Or Custom Admin Account |
✔ Define Custom Signature For Each Admin |
✔ Toggle Possibility To Add Attachments To Tickets |
✔ Export Tickets Overview - CSV And XML |
✔ Define Cache Lifetime - With Ability To Disable Cache |
- General Info:
✔ Supports Multiple Attachments In Single Ticket Message |
✔ Supports Ticket Tags |
✔ Connection Test And Admin Validation |
✔ Multi-Language Support |
✔ Supports PHP 5.6 Up To PHP 7 |
✔ Supports Magento 2.1 And Later |
Installation
This tutorial will show you how to successfully install Zendesk Extended For Magento 2. We will guide you step by step through the whole installation and configuration process. |
Installation
1. Log in to your client area and download Zendesk Extended For Magento 2. |
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2. Upload and extract the extension into the main Magento directory. Extracted files in your Magento directory should look like this: |
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3. When you install Zendesk Extended For Magento 2 for the first time you have to rename 'license_RENAME.php' file. File is located in '/app/code/Modulesgarden/Zendesk/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' . |
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4. In order to configure your license key, you have to edit a previously renamed 'license.php' file. Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area → 'My Products' . |
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Configuration
5. Now, log in to Magento and go to 'Store' → 'Configuration' . Afterwards, press 'Zendesk Extended' under 'ModulesGarden' section. |
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6. In 'General' section fill in 'Subdomain' , 'Username' and 'Token' fields with your connection details. Next, press 'Save Config' . Note: 'Subdomain' is a subdomain used by your Zendesk server. |
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7. You can also check whether the connection details provided by you are correct, press 'Check Connection' after saving configuration to do so. |
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8. You have just successfully installed Zendesk Extended For Magento 2! |
Configuration and Management
Zendesk Extended For Magento 2 will help you gain profits from the usage of Zendesk support platform in your own Magento system. |
Configuration
Let's start by showing you other configuration possibilities of our extension. |
General
In the 'General' section you can set up access details to your Zendesk server. |
Customer Frontend
'Customer Frontend' lets you enable/disable attachments to the tickets, as well as define the default sort order of tickets in the customer panel. |
Cache
'Lifetime' variable in the 'Cache' section allows you to define how often changes should be synchronized with Zendesk server. Any changes made in your Magento result in clearing cache and performing a new synchronization. |
Department
'Department' - choose a default group (agents) in Zendesk that tickets will be passed to. |
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Finally, click the 'Save Config' button for the second time for the changes to take effect. |
Settings - Zendesk Account Per Admin
Our extension allows your staff to use multiple accounts on a Zendesk server. To set up an account for currently logged in admin, proceed to 'Zendesk' → 'Settings' . |
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New fields shows up, fill them in with access details to your Zendesk user admin account. Additionally, using 'Signatures' text area you can define a signature added to your replies. |
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Users
'Users' page allows you to view the list of users, which contains both admins and end users. As you can see on the following screen, you can find information about each of your users and even search specific ones using filters. |
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You can easily proceed to the tickets of a specific user. Simply, press the name as shown below. |
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Add A New User
In order to add a new user, press 'Add User' button. |
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Next, fill in user details and decide what type of account it should be. You can even add tags and notes to the account, press 'Save' to confirm creation of the account. |
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Tickets
Tickets and their details can be viewed at the 'Tickets' page of our extension. You can search for a specific ticket using filters. |
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Ticket Overview
In order to view a specific ticket, find it on the list of tickets and click on it. |
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You will be moved to the ticket page. As you can see, here you can view a full conversation and add a new reply. |
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At 'Add Note' page you can view previously created notes and add a new one. |
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To view the other tickets of the client, proceed to 'Other Tickets' page. |
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You can even change ticket's details at 'Options' page. Here you are able to switch ticket's department, subject, priority and status. You can even add a tag to the ticket. |
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All replies are logged, to view the full log, move to the 'Log' tab. |
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In order to go back to the list of tickets, press 'Back To Tickets' . |
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Front-End - Client Area
Your customers can profit from the integration with Zendesk right away! Let's log into a client's account and press 'My Tickets' in order to proceed to the ticket dashboard. |
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As you can see on the following screen, here you can access the list of previously created tickets and ticket's statistics. Now, open a new ticket through pressing 'Open Ticket' . |
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Fill in ticket's subject, its message, type of the ticket and its priority. Optionally, you can add an attachment (if admin allows it). Send the ticket through pressing 'Submit' . |
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Now, let's take a look at the ticket itself, where some conversation with administration was already made. Note: If you attach an image file, pressing on it will result in opening it in a new tab of your browser. |
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Tips
1. Attachments are saved in the 'your_magento\pub' , therefore make sure you set it as writeable. |
2. If you use one Zendesk server with multiple Magento platforms, your clients' tickets will be available throughout all the platforms. |
Common Problems
1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |
2. Error 'The page you requested was not found, and we have a fine guess why.' encountered while choosing 'Shipping method' condition. Reason: This is related to Magento bug with missing DHL configuration variables. |
3. In case of any problems with the extension, that were not mentioned in this article, proceed to Common Problems With Magento Extensions article. |