Integrate your Shopify store with HelpDesk to centralize your communication. Track the ticket’s history, have an overview of your customer’s shopping flow, and build meaningful interactions with your ecommerce customers.
How to integrate HelpDesk with Shopify
Next, you’ll see details related to HelpDesk and an outline of the application’s features.
Click on the “Add app” button.
You’ll be asked to log in to your Shopify store. Enter the name of your Shopify store, and press the “Log in” button.
Next, choose the right account from the list.
After that, you can see the installation screen. Here, you need to confirm HelpDesk permissions related to access to your Shopify account and order data. These are required if you want to install HelpDesk for your store. Click on the “Install app” button.
At this point, the app is already installed in your Shopify store but isn’t configured yet. If you’re a new HelpDesk user, you’ll see a HelpDesk registration screen that uses the logged-in user’s Shopify account information.
Check if the data is correct, and press the “Sign up” button.
After signing up, you’ll see a dashboard with basic details about your HelpDesk account as well as information about your HelpDesk subscription plan.
HelpDesk configuration for Shopify store
Click on the “Go to HelpDesk” button to complete the HelpDesk account configuration process.
Here, you can configure your account and set your company name, or add your teammates to HelpDesk. These two steps are optional. The last step is account verification, which is mandatory. The account verification link will be sent to your email address, so make sure to check your inbox.
After that, you’ll find yourself in the main HelpDesk dashboard.
Now that you’re logged in to your HelpDesk account, forward all your messages to keep them in one place. Learn more about setting up your forwarding addresses, reply addresses, and domains as part of your business.
Password for your new HelpDesk account
If you created a new HelpDesk account through your Shopify store, expect a password reset email in the inbox you used to sign up for HelpDesk. Make sure to set the password for your HelpDesk account so that you can access it at any time.
If you don’t set a new password for your HelpDesk account before logging out of the application, or if your session expires, you’ll need to go through the password reset process from the HelpDesk login page. Simply click the “Forgot Password?” button, and enter your email address.
Subscribe to HelpDesk in your Shopify store
Let’s go to the “Apps” section of your Shopify account, and select HelpDesk from the list of installed apps. When you’re in, click on the “Subscription” tab.
You’ll see the details of your subscription and the selected plan in HelpDesk.
The total price will change depending on the number of agents in your plan invited to HelpDesk.
If you want to finalize the process, click on the “Subscribe now” button.
When you add or remove agents in your HelpDesk account during the trial period, the number of agents in this particular view will automatically increase or decrease. Refresh the page to have always up-to-date information.
The number of agents specified when you subscribe to HelpDesk through Shopify reflects your HelpDesk account status and the number of agents invited to the application. So, if you want to lower the number of agents in this view, you must first reduce it in your HelpDesk account. This will require changing the role of one of your agents to viewer.
When you want to add agents in your HelpDesk account as a paid customer, first you need to go to your Shopify account, extend your subscription for the installed HelpDesk app, and change the number of agents.
After that, go back to your HelpDesk account, and add details about your new agent in the “Agents” section.
If you need any support while integrating your HelpDesk account with your Shopify store, chat with us and let us know.