Preparing for Your Zendesk Migration

Preparing for Your Zendesk Migration

When you discover your current helpdesk software is inefficient, unreliable, and unable to meet your company’s needs, consider moving to another platform. Zendesk, an award-winning customer software, is a faster, smarter alternative to several helpdesk systems. It helps improve customer experience and ensure the best choice for your business, making customers happier through text, email, chat, social media, phone, and live chat.

To migrate your current customer support data into Zendesk, it is essential to know what you are getting into so you can avoid unnecessary speed bumps. This article will help you prepare for a successful Zendesk migration.

Effective Ways to Prepare for Zendesk Migration

Migrating to Zendesk offers multiple benefits to businesses looking to streamline their customer support systems. Following these steps will help to ensure your migration process is smooth and successful:

Invite the Right People

Migrating to Zendesk requires involving team members that know your customer processes and data to ensure the success of the entire process, as they have a better understanding of companies’ customer support. In addition, such individuals are familiar with what data to neglect, delete, and restore when migrating, including what is important for migration. 

Select a Migration Method

Depending on your resources, budget, and other aspects, you have several methods to facilitate your Zendesk data migration process. You should learn their specific pros and cons before settling for a given Zendesk migration method. Some of these methods include;

  • Via Zendesk’s API: If you have a reliable team of developers, this method can be ideal when migrating to Zendesk. However, ensure your existing helpdesk supports data export through API or CSV.
  • Zendesk Consultants: There are a lot of third-party consultants available to act as project manager for your migration. They will help to ensure the migration is successful and stays on track.
  • Using Data Migration Software: You can also use technology, such as Import2, to automate the technical aspects of your migration such as mapping fields, importing and exporting data. This can make the migration process easier and less tedious for your team.

Remove Unnecessary Data

Irrelevant emails, expired events, spam tickets, unassigned tickets, and AI duplicate data are some items to delete or neglect when migrating to Zendesk. It is a cost-saving step when preparing for Zendesk migration, since the more data you migrate, the more you spend. Besides, a successful migration does not involve moving everything from your current system to Zendesk.

Prepare Zendesk

Before launching the migration process, evaluating your records and preparing Zendesk is crucial. When setting up the platform, you have several steps to follow besides logging into your Zendesk account. Some preparations to perform include:

  • Recreating the custom field you initially used
  • Creating agent profiles
  • Restoring all templates, automatic responses, and macro sets for seamless migration
  • Deactivating triggers, automation, and notifications

Run Demo Migration

If you choose professional assistance when migrating to Zendesk, you can check a demo before moving. Most third parties provide demos free of charge, meaning you can check how a few tickets move to Zendesk. In addition, it allows you to determine what to fix and delete, including estimating the total cost of your Zendesk migration process.

Select the Right Migration Date

Migrating to another customer support platform can result in delays, support issues, or cut-off support flow. Scheduling when to migrate can reduce or mitigate various challenges or problems associated with the migration. Nonetheless, you can notify your customers about the migration process, including delays that might affect your support system.

Migrate to Zendesk Today

When preparing to migrate to Zendesk, it is necessary to make the process seamless and stress-free. At Aktie Now, we have a qualified team of experts to help you prepare and migrate to Zendesk hassle-free. Contact us to learn more today.

Zendesk Optimization Checklist: How to Improve The Customer Experience

Zendesk Optimization Checklist: How to Improve The Customer Experience

Zendesk is a powerful customer service tool that can grow and scale with your business. But as your business scales, you’ll need to refine and optimize your Zendesk configuration to meet your growing needs.

If your Zendesk portal is in need of some TLC, the following Zendesk optimization checklist will help to enhance productivity and allow your team to serve more customers better.

Zendesk Optimization Checklist

As businesses grow, IT teams can spend several hours organizing and sorting support requests while dealing with unsolicited ‘garbage’ tickets, leading to lengthier resolution times and a negative end-user experience. 

But with automation, you can optimize your user support by streamlining the process of evaluating outstanding tickets, deleting unwanted tickets, and tracking agent performance. Here is a checklist to get you started:

  • Sort and Prioritize Support Requests: The volume of tickets often varies throughout the day, week, or month when handling customer support. Understanding when you have more tickets is crucial to determine when to include more team members. On the other hand, you can spend more time training team members when support demand is low.
  • Include Signatures in Agent Profiles: Most people are suspicious of unknown callers, emails, and links, especially with increased cyber threat cases. Adding signatures helps provide branded contact details and links, creating more personalized customer service. You can include both individual and branded signatures during your Zendesk optimization. However, it is essential to design each separately and keep it short.
  • Bulk Delete Spam or Unwanted Tickets: Your Zendesk instance may contain ‘garbage’ tickets, including tickets originating from companies sending spam or automatic replies. Unwanted tickets can cause unnecessary processing or slow performance, affecting customer experiences. Leveraging automation can help bulk delete all tickets assigned to a particular group. It is also effective to specify a retention period to prevent unintended deletes.
  • Add Forms to Help Center or Website: A web widget is an excellent way of receiving tickets since it offers more control over the submission process and results. In addition, it allows you to define custom ticket fields to gather the necessary details for additional workflows. As an admin, you have several ways to set up and customize forms and streamline the process of receiving tickets.
  • Audit Licenses: License and user management is crucial to safeguard the security of your Zendesk ticketing data, besides controlling costs. Generating a report regularly allows you to review access control, login information of non-end-user accounts, and license assignment. 
  • Auto-solve and Auto-close Tickets: Solving pending tickets and closing solved tickets automatically can help to avoid backlogging. Nonetheless, it is essential to notify the customer about pending or solved tickets for them to take action where necessary.
  • Deactivate Duplicate Notifications: Zendesk offers multiple triggers that notify you about updates or new tickets by default. Deactivating some notification features can help reduce clutter in your email box, especially if you have several alerts. For instance, organizations with several agents can deactivate some triggers to alert groups or all agents about new tickets. Suppose you need to restore these triggers, Zendesk allows you to reactivate them anytime.

Get Started with Zendesk Optimization Today

At Aktie Now, we can help you get started with Zendesk optimization and improve customer experiences in your organization. Our specialized team provides various end-to-end Zendesk services, including Zendesk optimization, Zendesk Implementation, Data Migration, and more. Schedule a call with us to learn more or fill out this form here, and we will reach out.

6 Underutilized Zendesk Features and How To Use Them

6 Underutilized Zendesk Features and How To Use Them

Take Advantage of These 6 Underutilized Zendesk Features

Organizations require specialized service desk solutions to serve customer requests, bug reports, feedback, customer concerns, and inquiries. Thankfully, Zendesk provides a reliable ticket system with various features for a complete customer service setup. 

We observe, however, that many users are not taking full advantage of all that Zendesk has to offer. In this article, we will explore some of the most powerful, but underutilized, features that Zendesk has to offer.

6 Most Underutilized Zendesk Features

Zendesk is a robust all-in-one customer service platform. It features a wide range of tools, including live chat, employee engagement software, customer engagement software, email marketing, and a helpdesk. 

You’re already familiar with the helpdesk, ticketing system, and community forums – as these are the key Zendesk features. But here are some of the most underutilized features you may not know about:

Custom Views

Custom views are one of the most underutilized features used to arrange requests, prioritizing them into lists based on particular criteria. It allows customer service teams to identify tickets that require consideration and respond through one view at a time. Some custom view instances in Zendesk Support include standardized viewpoints, and shared options.

SLA Management

A Service Level Agreement (SLA) is a standard that determines how quickly your support team is supposed to respond to a customer request. The feature also plays a critical role in tracking customer experience performance and reaching service-level objectives in Zendesk. You may set SLA service targets to track customer experience performance, SLAs can vary based on customers, services, and other characteristics of your process.

Multilingual Features

Zendesk includes a multilingual capability that can translate your help articles to various languages based on your customer’s language or location. Once you’ve selected the languages you want to support, Zendesk will automatically detect a user’s preferred language. Agents can also set their own preferred language by editing their profile.

Mobile App

Team leaders and agents can utilize the Zendesk Support mobile app to handle support tickets on internet-enabled mobile devices. The app offers a triage-focused ticketing tool to you to:

  • Amend tickets and add comments
  • Design tickets
  • Get alerts when tickets are modified or published
  • Pick a Talk state
  • Sort, filter, search tickets and ticket display

Easy Customization

Complicated workflows often lead to unproductive agents, poor customer satisfaction, and increased support costs. Luckily, Zendesk users can easily customize their help center without relying on in-house developers. Customizing your help center can lead to fewer tickets and lower support costs.


Triggers in the Zendesk platform initiate a workflow based on specific changes or actions on a ticket. Zendesk comprises recommended pre-configured triggers, and you can optimize from scratch or modify default ones. Some applications of triggers include:

  • Providing updates on client satisfaction scores
  • Alerting clients while out of the office
  • Directing the most valuable clients to dedicated support teams
  • Ticketing distribution through the channel

Getting The Most Out of Zendesk

Zendesk features offer several opportunities to enhance customer service while saving support costs and energy. From simple ticket tracking tools to advanced pre-configures automations, Zendesk provides several customization options like no other. 

At Aktie Now, we provide a world-class customer support solution to empower the new era of service. Contact us to learn more today.

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