Objective
The purpose of this document is to describe the features supported on ‘Zendesk’ using Annex Cloud’s Customer Loyalty module.
Supported Versions
| Supported Versions | Certified Versions |
|---|---|
| Version 2.0.2 | Zendesk Support 2.0.2 |
| Framework Version 2.0 | N.A |
Below is the list of features supported on ‘Zendesk’ using Annex Cloud.
Loyalty
| Feature Name | Description | Pre-Requisites | Configuration Details | Reference Documents |
|---|---|---|---|---|
| Confirm whether a customer is a part of a loyalty program or not |
|
|
NA | NA |
| Enroll a customer in a loyalty program |
|
|
NA | NA |
| Customer Reward History |
|
|
NA | NA |
| Customer Activities |
|
A customer should have a reward points history present for the platform and purchase activities. | NA | NA |
| Checkpoints earned for recent/past order | A Zendesk user can check whether any points are earned by a customer or not for their recent/past purchase. | A registered customer should have made a purchase. | NA | NA |
| Customer loyalty points info |
A Zendesk user can check and inform the following details of customers;
|
A customer should have a reward point history present for the platform and purchase activities. | NA | NA |
| Manage customer’s Loyalty Points |
|
A customer should have a reward point history present for the platform and purchase activities. | NA | NA |
| Merge points from Multiple Accounts |
|
A customer should have two accounts on the same platform. | NA | NA |
| Sync from e-commerce website to Zendesk |
AC will push data to Zendesk using cron job . Loyalty-related data can be pushed to Zendesk through AC. |
A connection between the e-commerce site and Zendesk should be made through AC. | NA | NA |
| Redeem usable points |
|
A customer should have redeemed points available. | NA | NA |
| Earn points when a referee makes a purchase |
|
A customer should have referred a friend. The referred friend should have made the purchase. |
NA | NA |
| Action-based points earning |
|
A customer should have subscribed to the actions. | NA | NA |
| Give complimentary offers to a customer | A Zendesk user can give customers complimentary offers such as points, gift certificates, and complementary products. | NA | NA | |
| Check expiry dates for rewards | A Zendesk user can check expiry dates on rewards earned by customers. | NA | NA | |
| Redeem points in the form of a coupon code | A customer can redeem their points in the form of a coupon code. | A customer should have redeemed points available in the account. | NA | NA |
Upcoming Features
The features can be customized as per the requirements.
FAQ
Q: What is Site ID?
A: Unique ID for every e-commerce site to integrate with AC.
Glossary
| Terminology | Description |
|---|---|
| BO | Back Office |
| BRD | Business Requirement Document |
| AC | Annex Cloud |