Zendesk Implementation Template

Foundations

Non-profit Organizations
Grant applications
grantee inquiries
support

Streamline grant management and support. This template handles grant applications, answers grantee inquiries, and provides comprehensive support.

Deploy for $499

After installation

Ticket Triaging

Ticket Forms

Automatically segment your tickets with views, setup during the installation.

Help Center

Ticket Forms

All your ticket forms will automatically be added to your help center when activated.

Reporting

Ticket Forms

You will have pre-configured reporting to help you understand your support data.

Template Overview

Perfect For

  • Foundations
  • Philanthropic organizations
  • Grant-making institutions

Ticket Forms Included

  • Grant Applications
  • Grantee Inquiries
  • General Support
  • Partnership Opportunities
  • Reporting Issues
  • Donor Inquiries
  • Sponsorship Opportunities
  • Volunteer Opportunities
Foundations

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.

Grant Applications

Inquiries or assistance with grant applications, eligibility criteria, or submission process.

Ticket fields

Applicant Organization

Grant Program

Application Status

Grantee Inquiries

Support for grantees with grant reporting requirements, fund disbursement, or project updates.

Ticket fields

Grantee Organization

Grant Program

Grant Award Date

General Support

General inquiries about the foundation's mission, programs, or funding priorities.

Ticket fields

Inquiry Type

Partnership Opportunities

Inquiries about potential partnerships or collaborations with the foundation.

Ticket fields

Organization Name

Reporting Issues

Technical issues or questions related to online grant reporting systems or platforms.

Ticket fields

Grantee Organization

Grant Program

Donor Inquiries

Questions related to donations made to the foundation, tax benefits, or donor recognition programs.

Ticket fields

Donor Name

Donation Amount

Donation Method

Sponsorship Opportunities

Inquiries about corporate or individual sponsorship opportunities with the foundation.

Ticket fields

Sponsoring Organization

Sponsorship Type

Volunteer Opportunities

Questions regarding volunteer opportunities within the foundation's programs or events.

Ticket fields

Volunteer Name

Area of Interest

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.