Community Sign Up Process
已于 2024年10月29日 发布
Hi! Our customer community is segmented based on a person's role type (dictated by a tag being added to their account). We have some general info in our community that ANYONE can access, but if someone were to create their account, I don't receive a notification that they created a ZD account for me to check if they should get the community exlusive tag or not. Does anyone have any workarounds for something like this?
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Elaine
Great question! Since Zendesk doesn’t send automatic notifications when someone creates a community account, one common workaround is to set up automated processes to help manage tagging:
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Although none of these are fully automatic out-of-the-box notifications, combining these methods can help streamline your tagging process and ensure members get the right segmentation in a timely manner.Use Triggers or Automations: If you’re using Zendesk Support alongside Guide, you could create a trigger that adds a tag based on certain ticket or user attributes when a Support ticket is first created by that user. This way you can segment based on support activity.
Leverage User Registration Apps or APIs: If you have API access, you could build a small automation that regularly checks for new Guide user sign-ups and flags or notifies you so you can review their role and add the appropriate tag.
Manual Review Queue: You could create a private sub-section in the community or a special post where new users can self-identify or request role verification, and then moderators can add tags accordingly.
Third-Party Integrations: Sometimes community management tools or CRM platforms integrated with Zendesk can help track user registrations and assign tags automatically.
Hope this gives you some ideas!
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