Can You Upload Customer Data Into Freshdesk – effortless omnichannel service

So we are talking about…Can You Upload Customer Data Into Freshdesk…you can use freshdesk for customer care so let’s get started first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you register you’re gon na begin and that will fill your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can validate your email and below that you can see you can include your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na choose a pink and below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na pick your support channel so how you can be gotten in touch with through phone email social networks chat or kinds and below that you can add your customer assistance e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite somebody to your group so if you have a group that is working for you if somebody is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our dashboard reveals our

 

unsettled tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to reveal you a good pattern and listed below that you have your consumer fulfillment and you can see the portion of unfavorable actions or positive reactions even neutral reactions and the overall responses that you have actually gotten on the ideal side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na provide you a great little tip on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply state let’s arrange them by their status and now you can see urgent and high ones will be on the top nevertheless the other ones will be on the bottom now next up on the best side you can see over here you can filter out what type of tickets you wish to view if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive below that you have your basic contact and business so you can view those whichever manner in which you have contacted people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your solution tab is a basic kind of info tab which permits you to see your email marketing your legal requirements

Get Can You Upload Customer Data Into Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of various you will find it in your services tab and listed below the solutions tab you have your analytics and reports reports are the fundamental general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Can You Upload Customer Data Into Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have offered or so what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can view the development or the details of a particular employee or a group member and listed below that you can see your different channels of interaction you can also view your workflow and what kind of development you have made what milestones that you have reached and how much productivity each representative has you can view that from over here returning into tickets i’m going to show you how you can fix a ticket so over here at the top we have how can i refund my order and over here you can see you can add tags you can put it in a particular category what type of ticket this is you can change its status you can set its concern and you can likewise set what sort of query it is so what type of concern it is you can also assign a specific agent to this inquiry so you can just add a note essentially reply

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your problem now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to respond to the customer so it’s automatically going to type in hi matt rogers that’s the client name this is jane doe what might be the issue with your product i’m simply going to send out that and now i have replied to this customer you can likewise erase your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a similar sort of reaction you require to give to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually general starting with us refunds and orders info gifts and coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see the length of time will delivery take that’s a question that is typically asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket certainly the question is different but i’m just choosing this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re replying to a consumer on the bottom left you can see recommended options and canned forms so you’re going to click recommended services and you can see different short articles that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your response and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same type of answers again and again so this is a really easy formula for your agents to follow so they can quickly react to e-mails so another terrific function that freshdesk truly supplies is creating groups so if you click on groups in the admin area you can create various groups for various functions so if a problem and a ticket is connected to billing you can appoint a group member so over here i have actually designated myself in this group which person might define their function and make them the leader of this sort of billing ticket besides that you can likewise designate various in the group area you can likewise designate various tickets to various groups and once you’ve done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the client escalations where customers might have raised a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you guys in the next video Can You Upload Customer Data Into Freshdesk

 

 

Can You Upload Customer Data Into Freshdesk – effortless omnichannel service

So we are talking about…Can You Upload Customer Data Into Freshdesk…you can use freshdesk for client service so let’s get started first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as quickly as you register you’re gon na get started and that will fill your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can verify your email and listed below that you can see you can include your language whatever sort of language you desire on your site alter the color of your logo so as you can see i’m gon na go with a pink and listed below that you can likewise change your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be called through phone e-mail social networks chat or forms and below that you can include your consumer assistance email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a team that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel reveals our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a nice trend and listed below that you have your client fulfillment and you can see the percentage of negative responses or favorable actions even neutral actions and the total responses that you have actually gotten on the right side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na provide you a good little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply say let’s arrange them by their status and now you can see immediate and high ones will be on the leading nevertheless the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what kind of tickets you wish to view if you wish to see the tickets that are designated to a specific person or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and successive listed below that you have your basic contact and companies so you can view those whichever way that you have called people you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your options tab so your service tab is a basic kind of information tab which permits you to see your email marketing your legal requirements

Get Can You Upload Customer Data Into Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and below the options tab you have your reports and analytics reports are the basic general overview of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Can You Upload Customer Data Into Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you might have sold or so what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can view the progress or the information of a specific team member or a group member and listed below that you can see your various channels of interaction you can likewise view your workflow and what sort of development you have made what turning points that you have reached and just how much performance each representative has you can view that from over here going back into tickets i’m going to show you how you can resolve a ticket so over here at the top we have how can i refund my order and over here you can see you can include tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its concern and you can likewise set what type of query it is so what kind of concern it is you can also assign a specific representative to this inquiry so you can simply include a note essentially reply

 

tto this person and now i’m going to just tell them i will be resolving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s immediately going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m simply going to send that and now i have actually responded to this customer you can also delete your actions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a comparable sort of reaction you need to provide to each of your clients again and again you’re going to go into the services tab and over here you can see there is the categories you have basic beginning with us orders and refunds information gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see the length of time will delivery take that’s a concern that is frequently asked you can just publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the concern is different but i’m just choosing this as a sample and now i’m simply going to pick this as a sample and i’m going to respond to it and you can see when you’re responding to a consumer on the bottom left you can see recommended services and canned kinds so you’re going to click on recommended solutions and you can see various articles that are a pre-written answer to a customer concern and you can just insert that pre-written information into your reaction and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same type of responses again and again so this is a very simple formula for your agents to follow so they can easily respond to e-mails so another terrific feature that freshdesk truly supplies is producing groups so if you click groups in the admin area you can develop various groups for various purposes so if a ticket and a concern is connected to billing you can designate a group member so over here i have actually assigned myself in this group and that person might specify their role and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group section you can also assign different tickets to various groups and once you have actually done that you can even set like hierarchies so who is the billing head and who is the escalation’s head and escalations are the consumer escalations where consumers may have elevated a specific situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you guys in the next video Can You Upload Customer Data Into Freshdesk