Freshdesk Airtable Integration – effortless omnichannel service

So we are talking about…Freshdesk Airtable Integration…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 free as soon as you register you’re gon na begin and that will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and personalize your help desk you can confirm your email and listed below that you can see you can add your language whatever sort of language you desire 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 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 contacted via phone email social media 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 email over here and next up you can invite 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 successive over here we have our dashboard our dashboard shows our

 

unsolved 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 give you a graph that shows you the patterns so if the tickets are selling out better or even worse it’s going to show you a good pattern and listed below that you have your consumer satisfaction and you can see the percentage of favorable reactions or unfavorable reactions even neutral reactions and the overall reactions that you have received on the best side you’re gon na have your to-do list 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 good little suggestion 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 just say let’s sort them by their status and now you can see immediate and high ones will be on the leading however 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 kind of tickets you want to see if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive listed below that you have your basic contact and companies so you can see 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 sort of account information that you have about them listed below that you have your options tab so your service tab is a general sort of info tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Airtable Integration support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will find it in your options tab and below the solutions tab you have your analytics and reports reports are the basic general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Airtable Integration

see on the right side you have your today’s ticket inside so how many tickets you might have offered or two what is the increase or decrease 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 group channels workflow representative efficiency assistance operation and your general account settings over here you can see the development or the details of a specific team member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what kind of progress you have made what milestones that you have actually reached and just how much efficiency each representative has you can view 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 add tags you can put it in a specific 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 kind of concern it is you can likewise appoint a specific representative to this query so you can simply include a note essentially reply

 

tto this person and now i’m going to just 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 update the status i’m going to add this note now i’m going to respond to the client so it’s instantly going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have actually replied to this consumer you can also delete your reactions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar kind of response you require to provide 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 actually general getting started with us orders and refunds information presents and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are already offered and let’s see how long will shipment take that’s a concern that is frequently asked you can just publish this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket certainly the question is different but i’m simply 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 suggested services and canned forms so you’re going to click on suggested solutions and you can see various short articles that are a pre-written answer to a customer concern and you can simply place that pre-written info into your action and send it without needing to

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

retype the very same sort of responses again and again so this is a really simple formula for your agents to follow so they can quickly respond to emails so another fantastic feature that freshdesk actually offers is developing groups so if you click on groups in the admin section you can create various 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 which individual could specify their role and make them the leader of this kind of billing ticket besides that you can also appoint different in the group section you can also appoint various 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 client escalations where consumers might have elevated a particular circumstance 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 valuable and i’ll catch you men in the next video Freshdesk Airtable Integration

 

 

Freshdesk Airtable Integration – effortless omnichannel service

So we are talking about…Freshdesk Airtable Integration…you can use freshdesk for client service so let’s start first of all you’re gon na start your complimentary 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 start which will pack your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and customize your aid desk you can validate your e-mail and listed below that you can see you can include your language whatever type 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 upgrade those and next you’re gon na choose your support channel so how you can be contacted via phone e-mail social networks chat or types and below that you can add your client assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can invite 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 invite them over here next up over here we have our dashboard our control panel reveals our

 

unsolved 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 graph that shows you the patterns so if the tickets are selling out better or even worse it’s going to show you a great trend and below that you have your consumer complete satisfaction and you can see the portion of favorable reactions or unfavorable actions even neutral responses and the overall responses that you have received 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 include it over here and it’s gon na give you a nice little reminder 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 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 wish to view if you wish to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and next up below that you have your basic contact and companies 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 sort of account details that you have about them below that you have your options tab so your service tab is a general type of information tab which allows you to view your email marketing your legal requirements

Get Freshdesk Airtable Integration support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your services tab and below the options tab you have your analytics and reports reports are the basic general overview of the number of tickets you might 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 also view your ticket volume trends so you can Freshdesk Airtable Integration

see on the right side you have your today’s ticket inside so how many tickets you may have offered 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 general administrative settings your group channels workflow representative performance support operation and your basic account settings over here you can see the progress or the details of a particular staff member or a group member and listed below that you can see your different channels of interaction you can likewise see your workflow and what type of development you have made what milestones that you have reached and just how much productivity each agent has you can see that from over here returning into tickets i’m going to reveal 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 particular classification what sort of ticket this is you can alter its status you can set its priority and you can also set what kind of query it is so what type of concern it is you can likewise designate a specific representative to this inquiry so you can simply add a note basically respond

 

tto this person and now i’m going to simply 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 include this note now i’m going to respond to the customer so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have replied to this client you can also erase 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 business that’s running this ticketing service and you have a similar type of response you require to offer to each of your consumers 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 basic getting started with us orders and refunds info presents and vouchers and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see the length of time will shipment take that’s a question that is frequently asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is various but 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 suggested solutions and canned forms so you’re going to click suggested solutions and you can see various posts that are a pre-written answer to a client concern and you can just 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 sort of answers again and again so this is a very simple formula for your agents to follow so they can quickly respond to e-mails so another excellent function that freshdesk truly provides is creating groups so if you click groups in the admin area you can create different groups for different functions so if a ticket and a problem is associated with billing you can designate a group member so over here i have actually assigned myself in this group and that individual might specify their role and make them the leader of this type of billing ticket aside from that you can also designate different in the group area you can also assign different tickets to different 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 consumer escalations where clients may have raised a particular circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk Airtable Integration