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ScreenSteps Documentation » Zendesk and ScreenSteps Live » Add the Zendesk custom template to your ScreenSteps Live site

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

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Last Updated

Jan 26, 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

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  • Prev: How ScreenSteps Live will improve your Zendesk help desk
  • Next: Add a link to your ScreenSteps Live site in the main Zendesk menu

Add the Zendesk custom template to your ScreenSteps Live site

This lesson will show you how to make your ScreenSteps Live site fit right in with your Zendesk help desk. You will do this by creating a custom template.

Make sure you are using the ScreenSteps Live 2011 content template. If you aren't, then see this lesson on how to update your content template.

If you are converting from the Legacy content template then make sure that your sidebar is set to appear on the right side.

Prepare Your Custom Template File

Download the Zendesk ScreenSteps Live Custom Template file. This is the text file you will be editing to create your custom template on ScreenSteps Live.

Add Zendesk Custom Generated CSS

Add_zendesk_custom_generated_css_display Zoom

Go to your Zendesk site and view the page source. There will be a line that looks something like this:

<link rel='stylesheet' type='text/css' href='/generated/stylesheets/branding/100/10043/1283172034.css' media='screen' />

The numbers will be different though.
Copy this line and update the href value to include the full path to your Zendesk site.

Media_1285165205218_display Zoom

The result should look something like this:
<link rel='stylesheet' type='text/css' href='http://mycompany.zendesk.com/generated/stylesheets/branding/100/10043/1283172034.css' media='screen' />

Place it in the <head> section of the template file you downloaded.

Customize Your Template Header

Customize_your_template_header_display

The template file has a basic layout that will work with Zendesk. You will need to customize a few things though. The first area you want to customize is the header. Add in the links to your Zendesk site and your logo.

Customize Your Template URLs

Customize_your_template_urls_display

Update the urls in the "top-menu" section to point to your Zendesk site. Make sure the "Documentation" tab points to your ScreenSteps Live site.

Add Any Custom CSS

Add any custom css you have applied to your Zendesk site either to your custom template file or via the ScreenSteps Live Custom CSS field.

Create Your Custom Template on ScreenSteps Live

1. Create a custom template on ScreenSteps Live and paste the contents of your custom template file into the field on ScreenSteps Live.
2. Apply the custom template to one of your ScreenSteps Live spaces.

That's It!

That_s_it__display

That is all there is to it. If you need to see how to add the documentation tab to your Zendesk site so that it points to ScreenSteps Live see this lesson.

  • Prev: How ScreenSteps Live will improve your Zendesk help desk
  • Next: Add a link to your ScreenSteps Live site in the main Zendesk menu

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