The Zendesk integration is available on the Classic plan and above. To compare plans, see our pricing page. If Zendesk is not on your Integrations page, contact support@loyaltylion.com.
In this article:
Overview
Connect Zendesk to LoyaltyLion and your support team sees each customer’s loyalty details beside their ticket, so they can answer loyalty questions without leaving Zendesk.
What your team sees in Zendesk
For the customer on the ticket, the LoyaltyLion app in Zendesk shows:
Their name and email address, linking to their profile in LoyaltyLion
Whether they are a member of your program, and their Insights segment, such as loyal or at risk
Their tier
Their points, approved and pending
The rewards they have claimed
Their birthday
Their referral link, which your team can paste into a reply to encourage a referral
The app is read-only. To add or remove points, open the customer’s profile in LoyaltyLion from the link in the app.
How to connect Zendesk
In LoyaltyLion, go to Integrations, then Zendesk.
Enter your Zendesk subdomain, for example example.zendesk.com.
Click Connect to Zendesk, then log in to Zendesk and approve the connection.
When you are done, the Zendesk page in LoyaltyLion shows the integration as installed.
FAQ
I have more than one store. Which one does Zendesk show?
Zendesk shows customers from your program’s primary store. If you have separate stores, for example in the US and the UK, only the primary store’s customers appear. For the same reason, do not connect Zendesk to a test store.