If you're using Zendesk to manage customer communication and leveraging the SnapCall scheduling feature, it's essential to set up email notifications to keep your customers and agents informed about upcoming calls. This guide walks you through how to configure automated email notifications for scheduled calls in Zendesk.
Step 1: Create the following 3 custom user fields in Zendesk:
Name: SnapCall stream URL – (type: text)
Name: SnapCall date (DD/MM/YYYY format only) – (type: date)
Name : SnapCall date + time – (type: text)
Step 2: Once the user fields have been created, please share the Custom Field IDs and names for each field with our Support team at support@snapcall.io.
Step 3: Create a trigger that includes these custom fields, as shown in the screenshot below. Be sure to use the “View available placeholders” option to insert the appropriate values into the email you’ll be sending.
