The ScreenSteps Online Knowledge Base Everything you need to know about ScreenSteps
Blue mango logo white 250
  • Table of Contents
  • Contact Us
ScreenSteps Documentation » Zendesk and ScreenSteps Live » Add a link to your ScreenSteps Live site in the main Zendesk menu

Topics

  • 1. Overview 1
    • 1.1 How ScreenSteps Live will improve your Zendesk help desk
  • 2. Set up the integration 4
    • 2.1 Add the Zendesk custom template to your ScreenSteps Live site
    • 2.2 Add a link to your ScreenSteps Live site in the main Zendesk menu
    • 2.3 Add a ScreenSteps Live search box to your Zendesk Home page
    • 2.4 Make your ScreenSteps Live custom template match your Zendesk colors
  • 3. Add the ScreenSteps Live Widget to Zendesk 3
    • 3.1 Zendesk widgets overview
    • 3.2 Add the Zendesk ScreenSteps Live Search widget
    • 3.3 Add the Zendesk ScreenSteps Live Tasks widget
  • 4. Improving your customer support with ScreenSteps Live and Zendesk 2
    • 4.1 Create documentation with the "Plan not to plan" methodology
    • 4.2 Teach your agents to respond with documentation
  • 5. Reference 1
    • 5.1 Adding a widget to a Zendesk page

Quicklinks

  • Downloads
  • View forums
  • Submit a help request
  • Contact us
  • Retrieve a lost license key

Last Updated

Jan 27, 2012

Other Resources

  • ScreenSteps Desktop & Workgroup

  • ScreenSteps 2.9
  • ScreenSteps Workgroup
  • Customizing HTML Templates
  • ScreenSteps: Tips & Tricks
  • Creating Word Templates
  • Publishing to Blogs & Wikis
  • ScreenSteps Live

  • ScreenSteps Live
  • Setting up a New Admin, Editor or Author on ScreenSteps Live
  • ScreenSteps Live Support Client
  • Integrating ScreenSteps Live With Other Services
  • Collaborating on ScreenSteps Live
  • ScreenSteps Live Remote Authentication
  • ScreenSteps Live API
  • API Examples
  • Implementation Guides

  • Creating a Software Manual With ScreenSteps
  • Creating a ScreenSteps Live Support Site
  • Zendesk and ScreenSteps Live
  • Help Scout and ScreenSteps Live
  • FAQs

  • FAQs

Comments

6 comments for this lesson

  • Prev: Add the Zendesk custom template to your ScreenSteps Live site
  • Next: Add a ScreenSteps Live search box to your Zendesk Home page

Add a link to your ScreenSteps Live site in the main Zendesk menu

What We Are Going To Do

What_we_are_going_to_do_display

Zendesk gives you some standard navigation along the top. We want our ScreenSteps Live documentation to be on the same level as the forums so we are going to add a new tab that points to our documentation.

To do this we are going to add a Javascript widget.

Select Extensions

Select_extensions_display

Login to your Zendesk account and select Settings > Extensions.

Select Add widget

Select_add_widget_display Zoom

Select Global JavaScript widget

Select_global_javascript_widget_display

Insert Code

Insert_code_display

Here is the code you will want to insert:

==================

jQuery("div#top-menu ul#green li.tab_forums").after('<li class="main tab_documentation"><a class="tab" href="http://help.screensteps.com">Documentation</a></li>');

if (jQuery("div#top-menu ul#green li.tab_forums.active").length) { jQuery("div#top-menu ul#green li.first").removeClass("first"); jQuery("div#top-menu ul#green li.tab_documentation").addClass("first") }

==================

IMPORTANT: Replace "http://help.screensteps.com" with the URL to your ScreenSteps Live site.

You can change "Documentation" to be whatever you would like (Help Files, Tutorials, etc.)

NOTE: If you want to know how this script works we will explain it at the end of this lesson.

Set Options and Create

Set_options_and_create_display Zoom

Make the widget available to everyone and then select Create widget.

Bonus - How the Script Works

Bonus_-_how_the_script_works_display

The script uses jQuery. The navigation along the top in Zendesk is just an unordered list (<ul>). All we are doing is using jQuery to insert a new list item (<li>).

1. This targets the list item we want our new menu item to appear after (the Forums tab).
2. This is the HTML that we are inserting after that list item.

Media_1273239400553_display

This next part is necessary to make things look right when the Forums tab is selected. We only need to do this when the Forum tab is active.

1. This line checks to see if the Forums tab is active ('active' is a CSS class that Zendesk adds to the currently selected tab).

2. The next two lines remove the "first" class from the tab that has this class. Zendesk adds this to the tab that comes directly after the active tab (normally the "Submit a Request" tab). Since we are inserting a tab at this location we want to remove that class. We then add the "first" class to the tab we just created.

  • Prev: Add the Zendesk custom template to your ScreenSteps Live site
  • Next: Add a ScreenSteps Live search box to your Zendesk Home page

Comments (6)

ilya Sunday Feb 20 at 06:49 AM

How do you code for the Documentation tab to display the screensteps manuals below, without leaving zendesk? Similar to the way http://help.bluemangolearning.com/ looks.

Blue Mango Tuesday Feb 22 at 01:30 AM

@Ilya - you need to use ScreenSteps Live to do that. The instructions above show you how to create the "Documentation" tab but it will only work if you have a ScreenSteps Live account.

Larry Deckel Saturday Jun 18 at 12:08 PM

I assume that you have to substitute your screensteps live URL for help.screensteps.com right?

Blue Mango Monday Jun 20 at 11:12 PM

@Larry - Yes. I have added a note to the article that clarifies this.

aric Saturday Jan 14 at 12:21 AM

How do you set the tab to be "active" after clicking on it?

Blue Mango Saturday Jan 14 at 02:14 AM

@Aric - The documentation tab will automatically be active because once you click on the documentation tab you are actually on ScreenSteps Live. If you use our Zendesk template it has the documentation tab active by default.

Add your comment

E-Mail me when someone replies to this comment
Blue Mango Learning Systems © 2012