November 1

Setting up your support pages with shortcodes

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HelpDesk WP builds the customer side of your desk with shortcodes. The plugin does not create pages for you and has no page settings, so you create the pages yourself and add the shortcodes.

The shortcodes

ShortcodeWhat it showsSuggested page

Please log in to use the support desk. Log in

The new-ticket form. Add form="slug" to show a particular form.Support

Please log in to use the support desk. Log in

The logged-in customer's tickets, with a "New reply" badge and search. Clicking a ticket opens it on the same page.My tickets

Please log in to use the support desk. Log in

For agents, the "Agent Dashboard". For customers, a welcome message, the ticket form and "My Tickets".Support, or Agent dashboard

Please log in to use the support desk. Log in

A single ticket. It reads ?ticket_id=N from the address, or you can set id="N". You rarely need a page of its own.(usually none)

How can we help?

The knowledge base home with live search. Add category="slug" to show one category.Knowledge base
Your opening hours (needs Business Hours). Add department="12", the number of the department, for one department.Support or Contact

Please log in to manage your email notifications.

A person's email preferences (needs the Email notifications module).My account

Helpdesk > Settings has a "Shortcodes" section at the bottom that lists the first five.

Create the pages

  1. Go to Pages > Add New Page.
  2. Give it a title, for example Support.
  3. Add a Shortcode block (or your builder's shortcode element) and paste

    Please log in to use the support desk. Log in

    .
  4. Publish.
  5. Repeat for the other pages.
WordPress block editor with a Shortcode block containing the HelpDesk WP <p class="wphd-notice">Please log in to use the support desk. <a href="https://www.abcdigitalclub.com/wp-login.php?redirect_to=https%3A%2F%2Fwww.abcdigitalclub.com%2Fkb%2Fhelpdesk-wp%2Fsetting-up-your-support-pages-with-shortcodes%2F">Log in</a></p> shortcode

A simple set-up

The quickest set-up is one page with

Please log in to use the support desk. Log in

. Agents who visit it see the Agent Dashboard. Customers who visit it see a welcome message, the ticket form and their own tickets. Agents work tickets on this page. See "Where agents work tickets: the Agent Dashboard and the admin list".

Things to know

  • Emails do not contain links to your pages. Customers get to their tickets by visiting your site, so add My tickets (or your Support page) to your menu.
  • Ticket links on these pages simply reopen the same page with ?ticket_id=N added.
  • A visitor who is not logged in sees "Please log in to use the support desk." unless guest tickets are on. See "Allowing guest tickets".
  • Tickets are never public. Customers only see their own.
  • The knowledge base address comes from the slug of the page that holds

    How can we help?

    . See "Changing your knowledge base web address (/kb/ or /knowledge-base/)".

Still stuck? Open a ticket on the support page on ABC and a real person will help.

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  • customer portal
  • HelpDesk WP
  • setup
  • shortcodes

← Helpdesk WP


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