If your company closes for a holiday, you might want to change the notification you send to customers. This article will cover the steps to set up a holiday notification trigger.
To create this trigger, you need to set up a schedule for your Zendesk account that includes holidays. For more information, see the article: Setting your schedule with business hours and holidays.
Procedure
To notify customers of your company holiday, first edit the default "Notify requester and CCs of received request" trigger, then add a new holiday trigger. This section will show you how to perform these steps.
- Modifying the Notify requester and CCs of received request default trigger
- Creating a holiday notification trigger
Modifying the Notify requester and CCs of received request default trigger
Before creating your holiday notification trigger, edit the default "Notify requester of received request" trigger to prevent notifications from being sent on a holiday. If you do not edit the default trigger, your customers will receive two notifications.
To edit your default Notify requester and CCs of received request trigger
- In Admin Center, click
Objects and rules in the sidebar, then select Business rules > Triggers.
- Select the default Notify requester and CCs of received request trigger and add the following condition.
-
On a holiday? Is No
-
On a holiday? Is No
- Click Save.
Creating a holiday notification trigger
After you have edited the default Notify requester and CCs of received request trigger, you can then create your trigger to notify customers you are on a holiday. You will use the cloned version of the edited default Notify requester and CCs of received request trigger described above.
- On the Triggers page, click the Notify requester of received request Options menu icon (
), then select Clone.
- Open the cloned trigger.
- Alter the trigger name to something similar to "Notify requester and CCs of received request-Holiday".
- Change the On a holiday? condition value to Yes.
- In the Action section, edit the email body of the notification to include your holiday message.
- Click Save
5 comments
Somos Sokso
Buenas tardes,
Actualmente en la cuenta se tiene habilitado el plan Support Suite Enterprise, quisiera saber si es posible trabajar con alguna regla de negocio disponible para los días feriados ya que se ha intentado en varias ocasiones configurar un automatizador que notifique al cliente que ese día NO se atenderá pero no se ejecuta.
Quedo atenta a su pronta respuesta.
0
Kirby Drumm
I have a use case I'm trying to solve. I would like an automation to run only during business hours (I would like to avoid holidays too). For some reason, automations don't have a "Within business hours" condition but triggers do. My thought was to create a trigger that would set a tag, but triggers only fire when a ticket is changed (or created), so tickets that are less than active won't get the new tag until well after moving to or from business hour windows.
Any thoughts on how this can be accomplished? Any chance I could lobby for enhanced conditions in automations? Anything I'm missing?
0
Dane
Triggers are events based while automations are time based. A closer look to "Within business hours" conditions, it's definitely an event based condition which cannot be utilized by automations. The only option is just to use "(business) Less than/Greater than/Is" condition for your automation. I know that this can miss with already existing tickets but it can still work for future tickets.
0
Kirby Drumm
Hi Dane, thanks for the recommendation! Can you elaborate on how "(business) Less than/Greater than/Is" can be used to determine whether or not the automation is running inside our outside of business hours?
0
Dane
This is just a workaround. It can still fire outside business hours especially for old tickets. For example, you have you have a schedule from Monday to Friday, 08:00 AM to 05:00 PM. Currently, you have two tickets that have been created on Friday 01:00 PM and 04:00 PM respectively. You have created an automation that will send an email for those tickets if the creation time is greater than 3 business hours. The automation was created on the same day at exactly 06:00 PM. The automation will still fire on the first ticket because the ticket creation is greater than 3 business hours. The automation will continuously be checked every hour based on how they work. However, the second ticket will not exceed 3 business hours for it is no longer inside the operating hours.
Ideally, the automation will fire for the second ticket on Monday, approximately 10:00 AM.
0