Course: Startups Guide for Setting Up Zendesk

Welcome to the Zendesk CX Academy! This program is designed to help startups like yourselves get the most out of Zendesk, and is part of the benefit of the Zendesk for Startups Program.

Startups Guide for Setting up Zendesk Learning Paths

These guides are a specifically crafted set of educational videos and articles to help you set up your Zendesk products and start using them. You will learn how to set up your Zendesk Suite (which includes Support, Guide, Explore, Sell, and more). You will also learn how to drive better customer relationships by connecting with your customers where they are at (what we call omnichannel) and how to use and integrate apps to enhance your Zendesk experience.

Below are the listed courses we recommend. We recommend that you take the courses in the order presented, but the choice is yours! Dive in wherever it makes sense. You can always go back or revisit a course.

This article contains the following sections:

"Hit the Ground Running"
"Customizing the Experience"
"Bringing it all together"
Looking for more information or help?

Startups Guide for Setting up Zendesk Learning Paths

Alright! You are ready to get going on the courses themselves. Each of the recommended courses listed in the learning pathways can be easily accessed here. You may wish to have your Zendesk instance open while going through them.

Hit the Ground Running

These courses will show you the foundational concepts needed to add, manage and track customer requests, along with leveraging a knowledge base to scale customer and employee needs

	Title	Description
	Zendesk for Startups: Activating your Account	How to apply the Zendesk for Startups Program promotional code to your account
	Getting Started with Support	Why Support matters to startups and a general overview of how to set it up
	Support for Admins I	A deeper dive into Zendesk conversation/ ticket management solution
	Adding and Managing End Users	Learn how to manage your end users experience
	Ticket Forms	Learn how to capture key information with ticket forms
	An Overview of Apps for Startups	Provide faster support and reduce customer effort with these recommended apps
	Startups Guide: Zendesk Knowledge Base	Introduction to self service and admin steps to get started
	Zendesk Guide I	A deeper dive into Zendesk's Help Center solution
	Customizing your Help Center Theme	Learn how to better customize the look and feel of your Help Center
	Customize your Experience with the Web Widget	Learn how and where to use the web widget

Customizing the Experience

These courses will teach how you will be able to customize, extend and automate the use of your Zendesk instance, along with enabling added productivity and efficiency tools for team use

	Title	Description
	Customizing the Email Experience	Make your email as effective and personalized as possible
	About Triggers	Learn how to create triggers and workflows
	About Automations	Learn how to create automations and other business rules
	About Answer Bot	Learn why and how to implement Answer Bot
	Startups Guide: Zendesk Explore	Learn how to get essential information from your customer interactions to make CX & business decisions
	Explore: Pre Built Dashboards	Learn about the out of the box dashboards you can use on day 1
	Startup Guide: Zendesk Sell	Learn the ins and outs of Zendesk's sales automation tool
	Zendesk Sell I	Discover the ways our CRM solution automates your entire sales workflow

Bringing it all together

These courses will teach you the importance of bringing each channel & part of your organization into the customer experience by leveraging context and communication

	Title	Description
	Startup Guide: Omnichannel Setup	Learn how to create seamless customer experiences by using Omnichannel approach to customer support
	About: Side Conversations	Leverage the knowledge of peers and partners in your customer interactions
	Boost Team Productivity & Ticket Workflow & Efficiency Report	Learn how to pair these two features to meet a common business goal and gain added visibility into your teams performance

Looking for more information or help?

We hope you enjoyed this course! However, we also get that you may have more questions or just be hungry for more information. Here are some great resources to help.

Startups Office Hours

Zendesk for Startups is committed to providing support where you need it most. Offering consistent Office Hours & product walkthroughs, to get you started with Zendesk solutions and give you the most value out right from the start. Register for a session here reserve your spot.

Startups Slack Community

Learn from industry leaders and other entrepreneurs building their business with Zendesk by joining the Zendesk Community, a place where leaders can come together in partnership to share and engage in relevant discussions. This space created will lead to new ideas being sparked, difficult problems being solved and the fostering of a creative community of like-minded peers.

Additional Resources

Startups Office Hours Registration

Zendesk Startups Central

A Startups Guide to Setting up Zendesk

About the Zendesk for Startups program

Zendesk’s customer service guide for startups

Zendesk Startup CX Benchmark Report 2020

Sit Down, Startup Podcast