UVdesk Shopify Helpdesk

Vidushi Singh

Published on - 06-01-18 06:20pm

Introducing UVdesk Shopify Helpdesk App to integrate it with your Shopify Store for letting your customers visit your website and Create Ticket for any query to get instant response from support staff. 

Now, Merchant can have complete helpdesk system for their Shopify Store. A systematic Ticket Management System with all the needed features like Ticket Mangement, Binaka, Form Builder, Assets Visibility, etc to manage the customer support process in an easy way from the Shopify Admin Panel.

Features Of UVdesk eCommerce Helpdesk:

  • A very well managed and categorized helpdesk system for both Merchant and buyers.

  • Merchant and buyers can communicate directly.

  • Registered customers/buyers will be able to create Ticket.

  • Buyers can raise ticket related to any concern and admin can reply to those tickets.

  • Customers/buyers will be having their own Ticket Panel once they're registered to your Store.

  • Merchant will be able to manage all their customers enquires from both places Shopify Store Back Office and UVdesk Ticket View List.

  • Both admin and the buyer can view the history of tickets.

  • Both admin and buyers/customer get notified of the new query and new reply respectively. 

  • Merchant can embed Binaka to show FAQ on Shopify Website.

  • Merchant can create secure Form to use anywhere.

  • Merchant can set Admin Assets Visibility and Customer Assets Visibility as per the need.

  • Merchant and buyers can send attachments with Ticket Thread.

  • All the conversation done between buyer and merchant will be recorded in an organized way.

  • Merchant can fetch order related details if integrated Shopify Order Fetch App.

  • Merchant and the assigned agent will be able to get the customer's all recent ticket history.

Steps for Shopify Merchant

  • Login to your Shopify admin panel.

  • Now, Click on Apps then click on Visit Shopify App Store.

  • Next, type UVdesk in the search bar and click on UVdesk eCommerce Helpdesk.

  • Now, click on green Get bar.

  • Now click on Install app.

  • Your UVdesk eCommerce Helpdesk will install.

  • Once UVdesk eCommerce Helpdesk installed.

  • After clicking on UVdesk eCommerce Helpdesk installed it will show UVdesk eCommerce Helpdesk / Dashboard.

  • On Dashboard, you'll get Proceed with payment on Shopify, View Tickets, Configuration and on the top right corner Pages.

1. Proceed with payment on Shopify

Option to manage all the helpdesk payment process from the Shopify Admin Panel.

2. View Tickets

You'll get all the Tickets in this section from where you can manage it fully.

 

For opening the Ticket Click on #Ticket ID.

How to Fetch Order related details on the ticket?

Here is the user guide for Shopify Order Fetch

3. Configuration

Binaka Setting, Contact Form Settings, Customer Asset Visibility, Admin Asset Visibility, Create Ticket on Customer Panel

Binaka Setting

Binaka is a lightweight floating app using which you can link FAQ written on your helpdesk with your website to let your customer help themselves, and to reduce query count.

Contact Form Settings 

In this section, the merchant will get the embed code of all the Forms which are created on UVdesk Admin Panel to paste the code wherever they require.

Customer Asset Visibility

Assets Visibility is the options which appear on Ticket List panel of your customer, for better understanding refer the image attached below:

Admin Asset Visibility

Admin Assets Visibility is the options which appear on Admin Ticket ListView to get a primary information about the ticket, please check below-attached image for the better understanding:

Create Ticket on Customer Panel

Merchant can activate/deactivate create ticket option for the customers or buyers on website-front to raise query without login, check below-mentioned image for the same

4. Pages

In this section, you'll get 4 options - Dashboard, Configuration, Ticket List, Create Ticket

  • Ticket List = View Tickets
  • Create Ticket is the section from where you can create the Ticket on behalf of your customer.

How enable customer login icon?

Login to your Shopify Store's Admin Panel.

Go to the Settings > Checkouts > Accounts are Required > Save

How to show tickets on your customer panel?

Login to your Shopify Stores Admin Panel.

Click On, Online Store > Themes > Actions > Edit Code > Snippets > 

{/}site-nav.liquid > In the last after {% endfor %}  > Enter this code {% include 'ticket-link' %} > Press Ctrl+S

Steps For Customers To Manage Their Panel:

  • By clicking on the highlighted icon your customer will get 3 option: Login (if the customer is already registered), Forgot your password (if customer has an account but forgot the password), Create account (If customer isn't having account with your store).

  • Your customer can choose the option based on his need.

  • After login, your customer will get Ticket List and  Create Ticket option.

Ticket List

Your customer will be able to manage all his raised Ticket from this panel.

Create Ticket

Your customer can create New Ticket from this panel.

Important Information:

After Installation, Your account will be automatically created on UVdesk.

You'll receive two emails one for your registration on UVdesk, another for setting up your UVdesk password.

Note:- Already have UVdesk Helpdesk Account OR want to have Multi-Store Helpdesk click to User Guide.

Click to Know - Payment Related Important Information 

If you have any query or doubt please email us at support@uvdesk.com or connect us on UVdesk Support.

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