Zendesk Implementation Template

Charities

Non-profit Organizations
Donor inquiries
donations
beneficiary support

Empower your non-profit with efficient support. This template manages donor inquiries, processes donations, and provides beneficiary support.

Deploy for $499

Template Overview

Perfect For

  • Charities
  • Non-profit organizations
  • Fundraising organizations

Ticket Forms Included

  • Donation Inquiries
  • Donor Support
  • Beneficiary Support
  • Volunteer Inquiries
  • Event Information
  • Grant Applications
  • Corporate Sponsorship
  • Compliance & Reporting
  • Fundraising Partnerships
Charities

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.

Donation Inquiries

Questions about making donations, donation methods, or tax-deductible information.

Ticket fields

Donor Name

Donation Amount

Donation Method

Donor Support

Providing assistance to donors with donation receipts, recurring donations, or updating contact information.

Ticket fields

Donor Name

Donor ID (if applicable)

Beneficiary Support

Providing assistance to beneficiaries with program applications, eligibility requirements, or accessing services.

Ticket fields

Beneficiary Name

Program/Service

Volunteer Inquiries

Questions about volunteering opportunities, volunteer requirements, or upcoming events.

Ticket fields

Volunteer Name

Area of Interest

Event Information

Inquiries about upcoming events, fundraising activities, or charity programs.

Ticket fields

Event Name

Event Date

Grant Applications

Questions regarding grant application processes, eligibility, or documentation needed.

Ticket fields

Applicant Organization Name

Grant Amount Requested

Grant Program

Corporate Sponsorship

Inquiries related to corporate partnerships, sponsorship opportunities, or collaborations.

Ticket fields

Company Name

Sponsorship Type

Compliance & Reporting

Requests related to compliance, financial audits, or regulatory reporting for charitable organizations.

Ticket fields

Reporting Period

Requested Document

Fundraising Partnerships

Questions regarding fundraising collaborations or third-party fundraising events.

Ticket fields

Partner Name

Fundraising Type

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.