Zendesk Implementation Template

Brick-and-Mortar Retailers (with online presence)

E-commerce & Retail
Online orders
store-specific inquiries
loyalty programs
bridging online/offline experiences

Connect your online and offline customer experiences. This template helps manage in-store and online inquiries, track loyalty programs, and provides a seamless customer journey across all channels.

Deploy for $499

Template Overview

Perfect For

  • Retail stores with online shops
  • Omnichannel retailers
  • Click-and-collect businesses

Ticket Forms Included

  • Online Order Support
  • Store-Specific Inquiries
  • Loyalty Programs
  • Bridging Online/Offline Experiences
  • Product Returns and Exchanges
  • Gift Card Support
  • Technical Support
  • Bulk and Corporate Orders
  • Price Matching and Adjustments
Brick-and-Mortar Retailers (with online presence)

Ticket Forms

Think of ticket forms as different types of enquiries a customer might have when reaching out for support. For example, a common enquiry might be "Where is my item?" or "I need technical assistance."

Each ticket form contains a set of ticket fields, which are the specific pieces of information we collect to help efficiently handle the enquiry. These fields ensure that we capture the necessary details from the start, reducing back-and-forth communication and speeding up resolution times.

Below is a list of ticket forms and their associated ticket fields. These will be automatically set up in your Zendesk instance when you use this template.

Online Order Support

Help with online orders placed for in-store pickup or delivery.

Ticket fields

Order Number

Order Type

Store Location

Store-Specific Inquiries

Questions about store hours, locations, directions, or in-store services.

Ticket fields

Store Location

Inquiry Type

Loyalty Programs

Questions or issues related to the store's loyalty program.

Ticket fields

Loyalty Program Number/Email

Inquiry Type

Bridging Online/Offline Experiences

Issues related to connecting online and offline experiences (e.g., online returns in-store).

Ticket fields

Order Number (if applicable)

Store Location

Product Returns and Exchanges

Requests related to returning or exchanging a product purchased in-store.

Ticket fields

Product SKU/ID

Return/Exchange Reason

Original Purchase Date (if known)

Store Location of Purchase

Gift Card Support

Assistance with purchasing, redeeming, or troubleshooting gift cards.

Ticket fields

Gift Card Number

Issue Type

Technical Support

Help with technical issues related to the online store, mobile app, or in-store digital services.

Ticket fields

Device Type

Issue Type

Bulk and Corporate Orders

Support for corporate clients or customers placing bulk orders.

Ticket fields

Company Name

Order Type

Price Matching and Adjustments

Requests related to price adjustments, price matching, or promotions.

Ticket fields

Purchase Date

Product SKU/ID

Competitor Name (if applicable)

Frequently Asked Questions

Refund policy?

We offer a 15 days full refund guarantee. If you're not completely satisfied, we'll refund your purchase within 15 days of deployment.Request a refund

Will I get help after installation?

Yes, we can follow our get started guide, which contains video and text to help you get started with Zendesk Basic. You can also purchase support hours with us through your Zendesk instance.

Can I install multiple templates?

Yes, you can install multiple templates on your Zendesk instance. For example, you could install the SaaS template and the Employee Experience template to have two use cases set up in your Zendesk. This is ideal if you have multiple teams on your instance.

What's included in the template?

Each template includes pre-configured Zendesk components like ticket forms, fields, views, and triggers. These are set up based on industry best practices and can be customized after installation to match your specific needs.