Inviting Customers to Help Center

Inviting Customers to Help Center

Although your customers can submit their tickets through various channels, they can track their status only when they have access to your Help Center. There are two ways, for your customers to access your Help Center:
  • Create their own user account by self-registration
  • Agents can invite customers from the Contacts module

While the customer self sign-up is a feature which needs to be enabled by your support manager. You have two options for inviting contacts to become Help Center users: you can send a bulk invite to all contacts, or you can select contacts individually.

To invite contact individually:
  1. Click the Customers module.
  2. In the Contacts module, open a contact to view its details.
  3. Click More Actions icon (  ) from the top pane.
  4. Click Add as End User from the menu.
  5. Select the Help Center (only if you have branded ones) you want to add the contact to.
  6. Click Continue on the dialog box, to invite the contact.


The contact will receive an email invite to join your Help Center at https://desk.zoho.com/portal/<portal name>/home.

To invite contacts in bulk:
  1. Click the Customers module.
  2. Select a Contact List View from the left panel.
  3. Select the contacts you would like to invite.
  4. Click Add as End User(s) from the mass actions list.
  5. Select the help center (only if you have branded help centers) you want to add the contacts to.
  6. Click Continue on the dialog box, to invite the contacts.

Note:
  • Please keep in mind that you can invite contacts only when they have an email address.

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