Recent searches


No recent searches

Preview - Placeholders



Posted Mar 09, 2023

Is there any place where we can paste in place holders to preview what they look like for testing purposes prior to adding them to an automation, trigger, email or any other place in zendesk? 

We would like to be able to cusomize emails for CSAT and live test the output instead of having to wait an our for the survey to be pushed out. etc.

By having a preview location, we can see and edit outcomes prior to adding them live. 


2

4

4 comments

image avatar

Jacob the Moderator

Zendesk LuminaryCommunity Moderator

Hi Jay,

Great question! I usually add placeholders to macros, so I can quickly check if everything looks right or needs tinkering.

0


image avatar

Jacob the Moderator

Zendesk LuminaryCommunity Moderator

To be clear, I test the placeholders by adding them as content on a macro, and I test the output by applying it to a sample ticket.

0


@Jacob,

Thank you for that... It is a little bit helpful...

Maybe using a specific would help... Below is an automation I created with intentionally too much on it... I wanted to see what each of the below come up as in the customers email survey... Unfortunately, not all of these show in the macro preview screen....

_

_

_

Hi {{ticket.requester.first_name}},

Thank you for submitting your request - " {{ticket.title}} "


The Connell IT department would love to hear what you think of our customer service. Please take a moment to answer one simple question by clicking either link below:

{{satisfaction.rating_section}}

{{satisfaction.current_rating}}

{{satisfaction.current_comment}}

{{satisfaction.positive_rating_url}}

{{satisfaction.negative_rating_url}}

{{satisfaction.rating_url}}

Here's a reminder of what this request was about:

{{ticket.description}}

 

0


image avatar

Jacob the Moderator

Zendesk LuminaryCommunity Moderator

Jay Scott

I see what you mean, I forgot some placeholders don't resolve in macros. 

In that case, you could create a trigger that sends you an email containing your placeholder structure and have it fire only when you test. This should give you immediate feedback and allow you to make adjustments.

For example

 

You could get something like this

Hope that helps you out.

1


Please sign in to leave a comment.

Didn't find what you're looking for?

New post