How Event Manager Pro Can Help You Manage Customer Interactions
Are you struggling to keep track of all the interactions and events that occur between your company and your customers? Do you find it difficult to get a high-level view of what's going on without diving into the details? If so, Event Manager Pro may be the solution you've been looking for.
📋 Table of Contents
- Introduction
- Custom Events Features
- Adding Interactions to the Customer Timeline
- Filtering the Customer Timeline
- Admin Panel for Customization
- Creating New Event Types
- Syncing Events with Tickets
- Customer Notes
- Pros and Cons
- Highlights
- FAQ
🚀 Introduction
Event Manager Pro is a new application for Zendesk by Premium Plus that builds upon the custom events features launched a while back. This application allows you to add interactions or events to the customer timeline, giving you a high-level view of what's going on without having to dive into the details.
📝 Custom Events Features
The custom events features in Event Manager Pro allow you to add interactions or events to the customer timeline. For example, if a customer emails you about renting a boat, you can log an event with information about the boat rental, including the name of the agent, the type of boat, and a link to the confirmation page.
📅 Adding Interactions to the Customer Timeline
If a customer later emails you for a refund, you can log an event with information about the refund, including the amount, the agent's name, and the reason for the refund. You can also add any kind of interaction that you want to see from the customer. You can then unlock the timeline to see all the events in the timeline.
🔍 Filtering the Customer Timeline
If you only want to see the rentals for a specific customer, you can filter the timeline to show only the rentals. Similarly, if you want to see all the refunds, you can filter the timeline to show only the refunds. You can expand on this with any kind of interaction that your company has frequently with customers.
⚙️ Admin Panel for Customization
Naturally, each company is unique, so Event Manager Pro also has an admin panel in the app that allows you to tweak and add events to make them available for agents to create. For example, you can create a custom event for your boat rental company that includes a type, the booking confirmation, and the agent. You can also add notes on rentals or create a new event type for repairs.
🛠️ Creating New Event Types
If a customer emails you with an issue about their boat sinking, you can create a new event type for repairs. You can add the cost of the repair, a link to the repair page on the website, and the date the boat was fixed. This allows you to keep a history of the repairs and sell higher insurance to the customer the next time they rent.
🎫 Syncing Events with Tickets
As an agent, you can go to your customer or inbox with tickets and see all the events that have occurred. If a customer has an issue with their boat sinking, you can reply to the customer and schedule a repair. You can then create an event for the repair, and it will be locked in the timeline for future reference.
📝 Customer Notes
You can also add notes to a customer's profile, such as "beware, this customer only wants black sails because they are pirates." This log is there for anyone who looks at the customer's profile, making it easy to get a quick overview of the customer's interactions and events.
✔️ Pros and Cons
Pros:
- Provides a high-level view of customer interactions and events
- Allows for customization of events and event types
- Makes it easy to filter the customer timeline
- Syncs events with tickets for easy reference
Cons:
- May require some setup time to customize events and event types
- May not be necessary for smaller companies with fewer customer interactions
🌟 Highlights
- Event Manager Pro allows you to add interactions or events to the customer timeline, giving you a high-level view of what's going on without having to dive into the details.
- You can filter the timeline to show only the interactions or events that you want to see.
- The admin panel allows for customization of events and event types, making it easy to add new interactions or events as needed.
❓ FAQ
Q: Is Event Manager Pro easy to use?
A: Yes, Event Manager Pro is designed to be user-friendly and easy to use.
Q: Can I customize the events and event types?
A: Yes, the admin panel allows for customization of events and event types.
Q: Is Event Manager Pro necessary for smaller companies?
A: It may not be necessary for smaller companies with fewer customer interactions, but it can still be helpful for keeping track of interactions and events.
Resources:
- https://www.voc.ai/product/ai-chatbot (introducing AI Chatbot)
