Curis Partners Freshdesk – effortless omnichannel service

So we are talking about…Curis Partners Freshdesk…you can utilize freshdesk for customer care so let’s get started to begin with 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 free as quickly as you register you’re gon na begin and that will pack your basic control panel 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 aid desk you can verify your e-mail and below that you can see you can add your language whatever sort of language you want on your site change the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can also alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah and so you can update those and next you’re gon na select your assistance channel so how you can be gotten in touch with via phone e-mail social networks chat or types and below that you can include your client support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your group 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 successive over here we have our dashboard our dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great pattern and below that you have your consumer fulfillment and you can see the percentage of favorable responses or negative responses even neutral responses and the total reactions that you have gotten on the right side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a good little suggestion on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply state let’s sort them by their status and now you can see high and immediate 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 type of tickets you wish to see if you wish 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 way that you have gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your options tab so your solution tab is a basic type of information tab which enables you to see your email marketing your legal requirements

Get Curis Partners Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Curis Partners Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have offered or two what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent productivity support operation and your basic account settings over here you can see the development or the information of a specific team member or a group member and below that you can see your various channels of communication you can also see your workflow and what kind of progress you have actually made what milestones that you have reached and how much efficiency each agent has you can view that from over here returning into tickets i’m going to show you how you can deal with 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 specific category what sort of ticket this is you can alter its status you can set its concern and you can also set what type of query it is so what type of concern it is you can likewise assign a particular representative to this query so you can just include a note basically reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your concern now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the consumer 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 item i’m just going to send that and now i have actually responded to this client you can likewise delete your responses within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a comparable sort of response you need to provide to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually basic starting with us orders and refunds details presents and coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see how long will delivery take that’s a question that is typically asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket certainly the question is various however i’m just picking this as a sample and now i’m just 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 customer on the bottom left you can see recommended solutions and canned kinds so you’re going to click on suggested options and you can see different short articles that are a pre-written answer to a client question and you can just insert that pre-written details into your action and send it without having to

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

retype the same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to emails so another great function that freshdesk really supplies is producing groups so if you click on groups in the admin section you can develop different groups for various functions so if a concern and a ticket is related to billing you can designate a group member so over here i’ve assigned myself in this group which individual might define their role and make them the leader of this kind of billing ticket other than that you can likewise assign different in the group area you can likewise assign 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 consumers may have raised a certain situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll capture you guys in the next video Curis Partners Freshdesk

 

 

Curis Partners Freshdesk – effortless omnichannel service

So we are talking about…Curis Partners Freshdesk…you can use freshdesk for customer care so let’s start to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na start which 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 help 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 also change your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be called by means of phone email social media chat or kinds and listed below that you can add your client assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone 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 welcome them over here successive over here we have our dashboard our dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na offer you a graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a great trend and listed below that you have your consumer fulfillment and you can see the portion of positive reactions or unfavorable responses even neutral actions and the total actions that you have actually received on the right side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na provide you a good little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can sort 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 top 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 type of tickets you want to see if you want to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and business so you can see those whichever manner in which you have called people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your solutions tab so your service tab is a basic type of details tab which enables you to see your e-mail marketing your legal requirements

Get Curis Partners Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of various you will discover it in your solutions tab and listed below the solutions tab you have your analytics and reports reports are the basic general summary of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can also view your ticket volume patterns so you can Curis Partners Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold or two what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent efficiency support operation and your general account settings over here you can see the progress or the details of a particular team member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what sort of progress you have made what milestones that you have reached and just how much efficiency each agent has you can see that from over here returning 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 specific classification what sort of ticket this is you can change its status you can set its priority and you can likewise set what type of query it is so what type of question it is you can likewise appoint a particular representative to this question so you can just add a note generally respond

 

tto this person and now i’m going to just tell them i will be solving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the client so it’s instantly going to enter hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m just going to send that and now i have replied to this customer you can likewise erase your reactions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable type of reaction you require to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have general getting started with us refunds and orders info gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see for how long will delivery take that’s a concern that is typically asked you can just 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 various however i’m just selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see recommended options and canned kinds so you’re going to click suggested services and you can see different articles that are a pre-written answer to a client question and you can just place that pre-written info into your response and send it without needing to

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

retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily respond to e-mails so another fantastic function that freshdesk truly supplies is producing groups so if you click groups in the admin section you can develop various groups for different purposes so if a concern and a ticket is associated with billing you can appoint a group member so over here i’ve appointed myself in this group and that person could define their function and make them the leader of this sort of billing ticket besides that you can also assign various in the group area you can likewise appoint various tickets to various groups and as soon as 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 elevated a certain circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and handy and i’ll catch you guys in the next video Curis Partners Freshdesk