Return to Jive Software

Currently Being Moderated

Improved Support Process!

Posted by Kevin Williams on May 19, 2008 3:00:26 PM

Customer Portal Launching!

On Monday, May 19th, we launched a new support solution to provide our customers with a better support experience.  We are moving from our old email based system, to leveraging our Jive Communities ClearspaceX instance to provide discussion based support via cases.  What does this mean for you?  Well there are a lot of high level benefits:

  • No more losing emails in the internet--attachments are particularly bad at causing this

  • You can now view all your cases with us, and check on the status

  • You can choose to make cases private or public--knowing that we will respond to both regardless of who can see them.

 

There are some things to be aware of regarding the new processes:

 

What About my Existing Open Cases?

All emails sent into Jive will be created as new cases--this will be the primary point for the case moving forward, although we will ensure that your cases' history is maintained so that we do not lose any context when solving your issue.

 

Your "Personal" Community

When you log into Jive Community (this site), assuming you have an active support contract, and email address, you will now see a new community under the Support Community named after your company.  This is a community that only members of your company, and Jive can see.  Everything created in here is private.  If you are not seeing your Personal Community, please email accountsupport@jivesoftware.com.

 

Email

You can still send emails, and the system will automatically process and publish them online.  As long as you have an account with a valid email address, email will work just fine.  Additionally, assuming you have not disabled your watches, you will receive a watch update when we (or someone else if public) responds to your case.

 

Keeping Track of Cases

After logging in, just navigate to your personal space (your company name).  If you don't see it, email accountsupport@jivesoftware.com.  Within your space, you will see all your open cases on the overview tab, and a complete history of all your cases on the cases tab.  Please note, that due to the new solution, cases processed using the email system will not show up.

 

How Can my Co-Workers Submit Cases?

Assuming we have a record of your coworker (if not, just email accountsupport@jivesoftware.com), all your coworker needs to do is create an account on jivesoftware.com/community using their work email address, and then they will also see your personal company space.  Additionally, your co-worker will also see all your cases, their status, and can create cases themselves.

 

What are Private and Public Cases?

When you create a case, you have an option to make it public, and to select in which community you want to create the case.  The default however is private.  We have this set to protect your security, and to ensure that any public information is intentionally shared.  When a public case is created it shows up as a discussion in the community you chose.  Others can see and respond to your case just like a discussion--in fact they won't even know that it is a case!

 

When creating the case do not worry if you need to make it private later on.  You can make a case public or private at any point throughout the case's history.

 

Please give us your feedback and let us know what you think.  We are constantly striving to improve your experience with Jive Support!

 

How to set up/use your new space

The attached document contains step by step instructions with screenshots on how to access your private community.

 

Attachments:
2,395 Views Tags: support, case, customer_portal, support_site, support_process, case_submission, supportal


May 20, 2008 11:29 AM dlepiane dlepiane    says:

Woohoo!  This is much nicer then email-only.

May 20, 2008 11:34 AM Kevin Williams Kevin Williams    says in response to dlepiane:

Thanks Dominic!  We spent a lot of time and effort on getting this first release to our customers.  This however is just the first step, so please give us feedback on how we can further improve our customers' experience.

May 20, 2008 11:39 AM Vinh Vinh    says in response to dlepiane:

I appreciate the chance to work on my post count and display my beautiful mug to all I've been working with through emails

 

The transition over the next couple days might be rocky (or maybe not!) but this is going to be much better for everyone involved in the long run.

Jun 13, 2008 1:38 PM clawrence clawrence    says:

I'm sorry to have to post this, but this "upgraded" system is abysmal. I appreciated the email support because I could always expect for us to receive prompt service from Will or other staff. It has been one of the shining pluses for Jive as a company.

 

I followed the directions to the letter that Kristina sent me and am going in circles.

 

Here is the text of my response, email and company named edited out:

 

I created the account using <email>. Activation was problematic. I clicked through the activation link 3 times and each time it said I was activated. However when I tried to log into the account it said I wasn't activated. After the 3rd try it seemed to work.

 

Once I logged in, I went to Communities->Support but there is nothing there that says anything about <company name>.

 

When I click on the link you provided, <link to question on the support system> it brings me to a screen that says "Unauthorized" "It appears you're not allowed to view what you requested. You might contact your administrator if you think this is a mistake."

 

Jun 13, 2008 1:49 PM Kevin Williams Kevin Williams    says in response to clawrence:

Sorry to hear you are having bad experiences with creating an account in our community.  I will ask one of our support engineers to work with your directly to ensure you are set up correctly.

 

We had many complaints about using email as our support medium due to with attachments lost, emails disappearing etc.  This solution provides an easy interface to see the current status of the case, along with the entire cases history.

 

I believe once you are set up, you will see the immediate benefits of online case communication over the use of email. 

Jun 13, 2008 2:13 PM Kristina Kristina    says:

Thank you for calling in so quickly, Charles.  I'm glad we were able to resolve this for you right away.

Jul 29, 2008 12:27 PM jimd jimd    says:

We are toying with the idea of using Clearspace for a similar purpose.  I was wondering if you could share some details on how the your support portal is set up.  Is there a lot of customization involved or are you simply setting up private spaces for each supported customer?

 

Any info would be appreciated.

 

 

Jul 30, 2008 2:09 PM Will French Will French    says in response to jimd:

Hi jimd,

 

We have implemented this as a plugin, and have communication between the community site and Salesforce. We are using Salesforce as our system of record, and creating private spaces based on the company's that we have as current customers.

Jan 7, 2009 4:55 PM Naveen Jain Naveen Jain    says in response to Will French:

Hi Will,

 

Is it possible to share the code for this plug-in? We are looking to use Clearspace for similar purpose as well.

 

Are you storing all the case data in SalesForce and using community site just to display them as cases or are you storing the cases as discussions and just the metadata for the cases is being stored in SalesForce.

Jan 7, 2009 5:13 PM Kevin Williams Kevin Williams    says in response to Naveen Jain:

Naveen,

 

At this time we are not offering source code out, although our PS team has experience developing/implementing this plugin for customers.  In addition, we are going to do some subsequent blog posts about the architecture in the near future.

 

To answer you question about where the data is stored, the answer is both.  All case meta-data is pushed into Salesforce, with it also being stored as extended properties within the discussions.  This way we are insulated from data loss when Salesforce goes down.

Jan 7, 2009 5:17 PM Naveen Jain Naveen Jain    says in response to Kevin Williams:

Thanks for quick response Kevin.

 

Is the data stored in SalesForce purely for reporting and tracking purposes or is there another objective for duplicating all the data?