Announcing our webinar series: 5 steps to provide email support | Community
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Announcing our webinar series: 5 steps to provide email support

  • May 28, 2025
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Lu92
  • Lu92
  • Community Manager

Hey community friends!
 

We’re excited to announce the upcoming series of webinars, 5 steps to provide email support. This series is designed to help you create a complete Zendesk email setup tailored to your team's workflows, goals, and unique needs.

By understanding your team's roles and challenges, you’ll learn how to organize your team and customers, plan your setup, decide employee access, and track the right data. Each session delivers practical steps to help you optimize email support and improve collaboration.

In these five sessions, we’ll cover how to:

  • Plan your Zendesk email setup to align with business objectives
  • Organize your team and determine access levels
  • Set up customer organization and data tracking
  • Address common challenges with proven strategies
  • Collaborate efficiently to provide seamless support


What to expect

  • Comprehensive overviews: Introduction to key features of Zendesk Support, ensuring you can effectively utilize the platform
  • Step-by-step tutorials: easy-to-follow tutorials showcasing real workflows that other Zendesk users have found beneficial, providing both instruction and inspiration
  • Best practices: insights from Zendesk experts and fellow users to avoid common pitfalls and build for the future
  • Interactive Q&A: live discussions where you can ask questions and receive real-time assistance from Zendesk experts

Overview of each session

Step 1: Plan your setup

  •    Map out your team and customer organizational structures
  •    Determine access levels for each kind of user
  •    Identify key KPIs and measurements to help you monitor and improve your CX

Step 2: Organize your team

  •    Assign permissions and organize agents
  • Start collecting information about your end users and their issues
  •    Learn about the ticket lifecycle and effective routing strategies

Step 3: Build the agent experience

  •    Implement ticket routing and handling workflows
  •    Make your agents more efficient with both personalized and shared tools
  •    Streamline ticket actions through automation

Step 4: Build the customer experience

  •    Customize emails to look and feel like your brand
  •    Understand how email comes and goes in Zendesk
  •    Control and customize email notifications so your end users are always in the loop

Step 5: Final steps to go live**

  •    Test your set up to put yourself in your customers’ shoes
  •    Address common FAQs and ensure smooth operations
  •    Monitor your customer experience with pre-built dashboards

Every webinar ends with a live Q&A so you can get expert answers to your questions.

 

Upcoming Sessions

What do I need to do? 

Visit the Zendesk essentials: Live tutorials series page and click Join today to stay updated on past and upcoming events.

 

By attending these webinars, you'll gain a deeper understanding of core Zendesk functionality, ideas for your own workflows, and access to a community of experts and peers eager to share their learnings.

 

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