Zendesk

Who can use this feature?
- Available with all plans.
- Requires an admin or architect role. 

Important note: Session URLs transmitted through the Zendesk integration are only accessible to Zendesk users that have access to a seat on your Fullstory account. 

The Fullstory App for Zendesk lets you see the most recent sessions for the customer who submitted a ticket, as long as you are identifying your customers in Fullstory via our Identify Users API.

Before you begin, you’ll need your secret Fullstory API key to connect your Fullstory account with Zendesk. To find it, log into Fullstory, click on the Settings tab in the left-hand sidebar, then select Integrations > API Keys. If there’s already a key listed there, great! If not, click the Create key button to create a new key. Give it a name, select key permissions and then click Save API Key. Copy the key to your clipboard so you can paste it into Zendesk.

Installation

  1. In your Zendesk account, find the Fullstory app in the app store. Click the Install button to install the Fullstory widget on your Zendesk account.
  2. Optional: Enter the maximum number of matching sessions that you would like to see in the Limit field.
  3. Enter your API key from Fullstory in the API Token field.
  4. Click Update to save these settings.
  5. In the Fullstory script on your site be sure to pass email along via our Identify Users API. Below is an example API call using V2 of our Identify Users API:
FS('setIdentity', {
uid: '462718483',
properties: {
displayName: 'Daniel Falko',
email: 'daniel.falko@example.com'
}
});
Not sure which version of our Browser API is compatible with your data capture snippet? Please refer to these instructions to confirm.

Note: If you aren't including your customer's email address within your Identify Users API call, you'll want to follow the steps outlined below in order to configure this integration using their user ID (uid) instead.

Optional Configuration for User ID

The widget also allows you to retrieve sessions with a uid instead, so you can still make use of it even if you aren’t attaching email addresses to your users in Fullstory.

As of version 1.3, there are two ways to pass uid's through custom fields: either by user field, or by ticket field. Prior to 1.3 we only supported the ticket field method, but now you can also pass it in a user field, which is typically preferable.

Method 1: User Field

This is the newer way to use the Fullstory sessions plugin. A user field only has to be set once, and is easier to populate automatically.

  1. In Zendesk, click the 4 square product drop down button on the top right of your screen and navigate to Admin Center.
    Screen Shot 2022-06-29 at 5.18.38 PM.png
  2. Expand the People category and select User fields.
    zendesk admin user fields.png
  3. Locate the field name you're using and copy the Field key either in the column or by opening the field directly.
    Screen Shot 2022-06-29 at 5.22.58 PM.png
  4. In the Admin Center, expand the Apps and integrations category and select Zendesk Support apps. Next, click the Fullstory app's Gear menu > Change settings to access your Fullstory app settings.

    Screen Shot 2022-06-30 at 9.46.04 AM.png
  5. Paste the field key that you copied from the user field settings into the User Field Key box, and then click Update to save.

    1-5.png
  6. In the Fullstory script on your site be sure to pass your application's unique user id along via our Identify Users API. Below is an example API call using V2 of our Identify Users API:
FS('setIdentity', {
uid: '462718483'
});
Not sure which version of our Browser API is compatible with your data capture snippet? Please refer to these instructions to confirm.

That’s it! When you open a ticket, you'll see the Fullstory widget in the Apps sidebar on the right (you may have to click the Apps button in the upper right to open the sidebar). If the user who submitted the ticket is found in Fullstory, we’ll show links to their most recent sessions.

end.png

Method 2: Ticket Field

This is the older way to use the Fullstory sessions plugin. We still offer support for this, though it is typically more convenient to use the other method.

  1. In Zendesk, click the 4 square product drop down button on the top right of your screen and navigate to Admin Center.
  2. Expand the Objects and rules category and select Fields under the Ticket sub-category. Screen Shot 2022-06-30 at 9.50.34 AM.png
  3. Locate the field name you're using and copy the Field key by opening the field directly.
    Note: If a ticket field doesn't already exist for ID, go ahead and create one via "add custom field". You can name it anything you want as long as it is a Text field.

    Screen Shot 2022-06-30 at 9.53.25 AM.png
  4. In the Admin Center, expand the Apps and integrations category and select Zendesk Support apps. Next, click the Fullstory app's Gear menu > Change settings to access your Fullstory app settings.
  5. Paste the field ID that you copied from the ticket settings into the Ticket Field ID box, found under the App Configuration Tab.

    2-5.png
  6. In the Fullstory script on your site be sure to pass your application's unique user id along via our Identify Users API. Below is an example API call using V2 of our Identify Users API:
FS('setIdentity', {
uid: '462718483'
});
Not sure which version of our Browser API is compatible with your data capture snippet? Please refer to these instructions to confirm.

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