Add a Zendesk Ticket Form to the Resource Center

If your technical support team uses Zendesk, you can let your customers access the Zendesk ticket form through a custom module in the Resource Center. This lets customers efficiently submit requests for help without leaving your application.

Prerequisites

To configure your Resource Center, you need:

• Permissions to edit and promote Resource Center content for the Pendo subscription
• Link to create a new Zendesk request
• Link to view all your Zendesk requests

Setup

Step 1. Navigate to Resource Center

Select Guides, then Resource Center, in the left-hand navigation.

Note: If you have multiple applications set up, you'll see a list of Resource Centers that have been configured. Choose the Resource Center where you want to add this custom module.

Step 2. Add a new Sandbox module

To add a new module, hover over the home view in the draft tab to reveal the Add Module option.

Select the Sandbox module, then choose Add Modules.

Step 3. Configure the Sandbox module in Visual Design Studio

Open your Resource Center in Visual Design Studio by selecting Edit in my app.

Once you're in the designer, choose the Sandbox module in the tray and use the sample HTML/CSS code snippets as a base template to configure your module.

HTML Snippet

<div id="intro">
 <h3>Need more assistance? Contact our Technical Support Team or view all of your existing tickets below. </h3>
</div>

<div id="support-links">
 <button class="button-link-1">
 <a href="add-your-zendesk-request-link-here" target="_blank">Create New Ticket</a>
 </button>
 <button class="button-link-2">
 <a href="add-your-zendesk-see-all-requests-link-here" target="_blank">See All Tickets</a>
 </button> 
</div>

<div class="note">
 Powered by Zendesk
</div>

CSS Snippet

h3 {
 padding-left: 30px; 
 padding-right: 30px;
 font-size: 16px;
 font-family: inherit;
}

.button-link-1, .button-link-2 {
 padding: 30px;
 margin-top: 5%;
 margin-bottom: 3%;
 margin-left: 10%;
 margin-right: 10%;
 width: 80%;
 border: 1px #eee;
 border-style: solid;
 font-weight: 600;
}

.note {
 padding: 50px;
 text-align: center;
 color: #ccc; 
}

Once you're done configuring your module, save your changes and exit the designer.

Step 4. Adjust your target segment 

Only end users can submit a new Zendesk request. Assign a segment that targets customers only.

Note: Add yourself to the segment temporarily so you can test the module in the next step.

Step 5. Stage your changes

Push your changes into Staging to see and test your module in your staging environment. Users who don't meet the segment rules won't see the module in their Resource Center.

Tip: If you don't have a staging environment, you can update the segment to target yourself and test in Production instead. Even if no staging environment is configured, you'll still need to select Push to Staging before you can select Push to Production.

Step 6. Deploy to Production

Push your updates to Production.

Tip: If you updated the segment to yourself to test, don't forget to update the target segment back to your end users. Segment changes take effect immediately and do not require a push to Staging or Production.