Configure Saml Freshdesk – effortless omnichannel service

So we are talking about…Configure Saml Freshdesk…you can use freshdesk for customer care so let’s get going 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 details and sign up for free as quickly as you sign up you’re gon na get going and that will load your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and individualize your aid desk you can confirm your email and listed below that you can see you can add your language whatever type of language you want on your site change the color of your logo design so as you can see i’m gon na choose a pink and listed below that you can likewise alter your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be contacted via phone email social networks chat or types and below that you can add your consumer support e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a team that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a good trend and below that you have your client fulfillment and you can see the percentage of favorable reactions or negative actions 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 order of business you’re gon na add it over here and it’s gon na offer you a great little suggestion on your basic dashboard and now on the left side we’re gon na carry on 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 high and urgent ones will be on the top nevertheless the other ones will be on the bottom now next up on the right side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are designated to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and successive below that you have your basic contact and business so you can view those whichever way that you have actually gotten in touch with people you can see their email addresses uh their business titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your services tab so your service tab is a basic sort of info tab which permits you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and listed below the options tab you have your reports and analytics reports are the fundamental general overview of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Configure Saml Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative performance assistance operation and your general account settings over here you can view the development or the information of a certain employee or a group member and below that you can see your various channels of interaction you can also view your workflow and what sort of progress you have actually made what milestones that you have actually reached and how much performance each representative has you can see that from over here going back into tickets i’m going to reveal 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 kind of ticket this is you can change its status you can set its top priority and you can also set what kind of inquiry it is so what kind of question it is you can likewise assign a particular agent to this inquiry so you can just include a note basically reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the client so it’s automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have responded to this consumer you can likewise delete your reactions within 10 seconds so if you make a mistake you can delete them within a couple of 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 require to offer to each of your customers again and again you’re going to go into the services tab and over here you can see there is the categories you have general getting going with us orders and refunds details presents and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will shipment take that’s a concern that is often asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is various but i’m just selecting this as a sample and now i’m just going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a consumer on the bottom left you can see recommended solutions and canned kinds so you’re going to click suggested options and you can see various articles that are a pre-written answer to a customer question and you can just insert that pre-written information into your action and send it without having to

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retype the exact same kind of answers again and again so this is an extremely easy formula for your agents to follow so they can easily react to e-mails so another terrific feature that freshdesk really supplies is producing groups so if you click on groups in the admin area you can develop different groups for various purposes so if an issue and a ticket is connected to billing you can designate a group member so over here i have actually appointed myself in this group and that person might define their role and make them the leader of this type of billing ticket aside from that you can also assign various in the group area you can also designate various tickets to various groups and when 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 consumer escalations where clients might have raised a specific scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and useful and i’ll catch you people in the next video Configure Saml Freshdesk