Extracting Data From Freshdesk – effortless omnichannel service

So we are talking about…Extracting Data From Freshdesk…you can use freshdesk for client service so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you sign up you’re gon na get started and that will pack your basic dashboard so when you’re getting going 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 verify your email and below that you can see you can include your language whatever type of language you want on your site change the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be gotten in touch with by means of phone e-mail social networks chat or kinds and below that you can add your customer assistance email so if somebody is going to be calling you you can set that email over here and next up you can welcome someone to your team 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 control panel shows our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a great pattern and listed below that you have your consumer complete satisfaction and you can see the percentage of unfavorable reactions or positive actions even neutral actions and the overall responses that you have received 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 include it over here and it’s gon na offer you a nice little suggestion on your basic dashboard and now on the left side we’re gon na proceed 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 high and immediate ones will be on the leading however 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 kind of tickets you want to see if you wish to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up listed below that you have your basic contact and companies so you can view those whichever way that you have gotten in touch with people you can see their email addresses uh their business titles their telephone number facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your solution tab is a basic kind of details tab which enables you to view your e-mail marketing your legal requirements

Get Extracting Data From Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the basic general summary of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Extracting Data From 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 increase or reduce 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 productivity support operation and your general account settings over here you can view the development or the details of a certain staff member or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what type of development you have made what milestones that you have reached and just how much performance each representative has you can view that from over here returning into tickets i’m going to show you how you can solve 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 alter its status you can set its priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise assign a specific representative to this query so you can just add a note essentially respond

 

tto this person and now i’m going to just tell them i will be resolving 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 add this note now i’m going to respond to the consumer so it’s immediately going to type in hi matt rogers that’s the consumer 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 responded to this client you can also delete your responses within 10 seconds so if you slip up you can delete 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 type of reaction you require to give to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have basic beginning with us orders and refunds info presents and discount coupons and realities 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 the length of time will shipment take that’s a concern that is frequently asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is various however 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 respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended services and canned forms so you’re going to click recommended options and you can see different posts that are a pre-written answer to a client concern and you can simply place that pre-written details into your reaction and send it without having to

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

retype the very same kind of responses again and again so this is an extremely simple formula for your agents to follow so they can easily respond to e-mails so another great feature that freshdesk actually provides is producing groups so if you click groups in the admin section you can create various groups for different purposes so if a ticket and an issue is associated with billing you can assign a group member so over here i have actually assigned myself in this group and that individual could specify their function and make them the leader of this type of billing ticket aside from that you can likewise designate different in the group area you can likewise designate various tickets to various groups and when 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 client escalations where consumers may have elevated a certain scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you people in the next video Extracting Data From Freshdesk

 

 

Extracting Data From Freshdesk – effortless omnichannel service

So we are talking about…Extracting Data From Freshdesk…you can use freshdesk for customer support so let’s begin to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na get going which will load your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and customize your assistance desk you can validate your e-mail and listed below that you can see you can add your language whatever sort of language you want on your website change the color of your logo so as you can see i’m gon na go with a pink and below that you can likewise alter your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be called by means of phone e-mail social media chat or forms and below that you can add your client support email so if someone is going to be calling you you can set that email over here and next up you can invite 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 invite them over here next up over here we have our control panel our control panel shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a chart that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a great trend and listed below that you have your consumer complete satisfaction and you can see the portion of positive responses or unfavorable reactions even neutral responses and the total responses that you have received on the right 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 include it over here and it’s gon na give you a good 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 sort them by their status and now you can see high and immediate ones will be on the top however 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 particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive below that you have your basic contact and companies so you can see those whichever manner in which you have actually called people you can see their e-mail 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 services tab so your service tab is a basic type of info tab which permits you to see your e-mail marketing your legal requirements

Get Extracting Data From Freshdesk support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of miscellaneous you will find it in your services 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 assistance desk in-depth ticket analysis and you can also see your ticket volume patterns so you can Extracting Data From Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or so what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent productivity support operation and your general account settings over here you can see the development or the information of a particular staff member or a group member and listed below that you can see your different channels of communication you can also see your workflow and what sort of development you have actually made what milestones that you have actually reached and just how much efficiency each representative has you can view that from over here going back 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 include tags you can put it in a specific category what kind of ticket this is you can change its status you can set its top priority and you can likewise set what kind of query it is so what kind of question it is you can likewise assign a specific agent to this question so you can simply 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 add this note now i’m going to reply 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 issue with your product i’m just going to send out that and now i have actually replied to this consumer you can likewise delete your responses within 10 seconds so if you make a mistake 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 response you need to give to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually basic getting going with us orders and refunds details presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see the length of time will delivery take that’s a question that is often asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket clearly the concern is different however i’m just picking this as a sample and now i’m just 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 options and canned forms so you’re going to click recommended solutions and you can see different posts that are a pre-written answer to a consumer question and you can simply place that pre-written info into your action and send it without having to

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

retype the very same sort of answers again and again so this is a very easy formula for your representatives to follow so they can quickly react to e-mails so another excellent feature that freshdesk really offers is creating groups so if you click groups in the admin area you can create different groups for various functions so if a problem and a ticket is related to billing you can designate a group member so over here i’ve appointed myself in this group and that individual might define their role and make them the leader of this type of billing ticket besides that you can also appoint various in the group section you can also designate various tickets to different groups and when 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 clients might have elevated a certain scenario and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll capture you men in the next video Extracting Data From Freshdesk