Recent searches


No recent searches

From Help Center - link user to external webform, populate user info

Answered


Posted Feb 07, 2022

Hello, I have a use case below that requires we link a logged in Zendesk user to an external website/webform due to the complexity and external vendor required to maintain/re-design etc very quickly as-needed for a very specific industry.  The goal is that the user information would pre-populate within the webform (via webhook or ??).  This should not require SAML/SSO level, just basic information.

Example:  User "Susie Smith" is logged in and viewing the Help Center main page.   She selects a link "Feedback and Requests" - this link opens a new page (ideally) where a webform is shown -- her user name, organization or other known user information has already been pre-populated (sent from Zendesk through the link).  Susie then goes through a series of questions that are conditional -- either hiding or revealing additional questions.  Upon completion, this external system then sends the information back to Zendesk where it will open the ticket for the customer, associated to their login ID.

I have created this across several other systems, however after reading through Zendesk docs, it is not entirely clear - or I cannot find a straight forward example, or I may not be looking at the correct docs? 


0

1

1 comment

image avatar

Christopher Kennedy

Zendesk Developer Advocacy

Hi Antonio,
 
One strategy to accomplish this workflow would be to pass the user details as URL parameters to the external site.  So for example, if the URL for the external form is https://sample.externaldomain.com/requests, the link to the form within the Help Center could be https://sample.externaldomain.com/requests?name=Susie%20Smith.
 
Also, I'd like to bring our new Custom Pages feature to your attention.  It allows you to create unique pages within the Help Center itself.  This can be a useful tool for including additional engagement like custom forms.  We've built out a sample Custom Pages implementation with a customer sign-up form in a single page app to demo the functionality.
 
Best, 

0


Please sign in to leave a comment.

Didn't find what you're looking for?

New post