Need to Install the plugin in your Zoho Desk Portal
Step 1: Go inside the ‘TICKETS’ page if any other page is being selected. On this page, all available tickets will be present.
Step 2: Open a ticket. The plugin widget can be accessed from inside any ticket.
Step 3: On the top right corner, a widget icon can be found. By default, the widget page will be hidden. Widgets will appear once the widget icon is clicked.
All the installed widgets can be found through a sliding sub-window.
Your desired “ClickSend Extension for Zoho Desk” widget can also be found in the list. The widget body can be expanded or collapsed using the indicated icon.
Step 4: On the extension page, the clients’ mobile number is pre-filled in the “Send To” text field. The contact number will be pre-filled from the ticket contact field. The contact number can be edited if required before sending a message.
Step 5: You can fill in some details using the “Merge Field” selection. In the dropdown, there are some fixed fields. If we select those fields, that information will be embedded into our message description. We don’t need to search for that information and type it manually.
For example, If you select “Ticket Id” and click on the ‘Select’ button, the Id of the ticket will be automatically added to the description.
Step 6: Custom messages can be written in the Description field.
Step 7: After writing the message, a message can be sent by clicking on the ‘Send’ button. Messages will be sent to customer mobile phones and will be noted as “Outbound SMS” in the Conversation section for the ticket.