Freshdesk And Google Sheets Zapier – effortless omnichannel service

So we are talking about…Freshdesk And Google Sheets Zapier…you can use freshdesk for customer support 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 information and register for totally free as soon as you register you’re gon na start which will load your basic control panel 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 confirm your email and below that you can see you can add your language whatever kind of language you desire on your site alter the color of your logo design so as you can see i’m gon na choose 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 need to make that black yeah and so you can upgrade those and next you’re gon na choose your support channel so how you can be gotten in touch with by means of phone email social media chat or kinds and listed below that you can include your client assistance e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can invite someone to your group so if you have a team 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 dashboard our dashboard reveals our

 

unsolved 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 chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a nice pattern and below that you have your consumer fulfillment and you can see the percentage of negative responses or favorable reactions even neutral reactions and the overall actions that you have gotten on the ideal side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a good little tip on your basic control panel and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s just say 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 best 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 assigned to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements 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 e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your solutions tab so your option tab is a general kind of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk And Google Sheets Zapier 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 services tab and listed below the options tab you have your analytics and reports reports are the basic general introduction of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk And Google Sheets Zapier

see on the best side you have your today’s ticket inside so how many tickets you might have sold or so what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can view the development or the information of a particular employee or a group member and below that you can see your various channels of communication you can also view your workflow and what sort of development you have actually made what milestones that you have reached and just how much efficiency each agent has you can see 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 sort of ticket this is you can alter its status you can set its top priority and you can also set what type of query it is so what kind of concern it is you can likewise appoint a specific agent to this question so you can simply include a note generally respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 client so it’s instantly going to type in hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m just going to send out that and now i have replied to this customer you can likewise delete your responses within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable sort of action you need to offer 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 classifications you have general getting started with us refunds and orders information gifts and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft 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 just publish this draft and then return to ticketing i’m just gon na as a sample simply select this ticket undoubtedly the concern is various but i’m just selecting this as a sample and now i’m simply going to select this as a sample and i’m going to reply to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer 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 same sort of answers again and again so this is a very easy formula for your agents to follow so they can quickly respond to e-mails so another terrific feature that freshdesk really supplies is producing groups so if you click groups in the admin section you can produce 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 have actually appointed myself in this group and that individual could specify their function and make them the leader of this kind of billing ticket besides that you can likewise assign different in the group area you can also appoint 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 consumer escalations where customers may have raised a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and helpful and i’ll catch you men in the next video Freshdesk And Google Sheets Zapier

 

 

Freshdesk And Google Sheets Zapier – effortless omnichannel service

So we are talking about…Freshdesk And Google Sheets Zapier…you can use freshdesk for client service so let’s start to begin with you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na get going and that will fill 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 personalize your help desk you can verify your email and below that you can see you can add your language whatever sort of language you want on your site alter the color of your logo design so as you can see i’m gon na opt for 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 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 e-mail social networks chat or kinds and below that you can add your consumer support e-mail so if somebody 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 someone is going to be offering the tickets for you you can invite them over here next up over here we have our dashboard our control panel shows our

 

unsolved 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a good pattern and listed below that you have your consumer complete satisfaction and you can see the portion of negative responses or positive responses even neutral responses and the overall reactions that you have gotten on the ideal side you’re gon na have your to-do list 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 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 just say let’s arrange 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 best side you can see over here you can filter out what sort of tickets you wish to see if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and companies so you can see those whichever manner in which you have actually called individuals you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your services tab so your service tab is a general kind of details tab which permits you to view your email marketing your legal requirements

Get Freshdesk And Google Sheets Zapier 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 solutions tab and listed below the solutions tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have offered what is the ticket volume trend 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 Freshdesk And Google Sheets Zapier

see on the right side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative productivity support 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 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 how much performance each representative has you can see that from over here going back 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 add tags you can put it in a specific category what type of ticket this is you can alter its status you can set its top priority and you can likewise set what kind of inquiry it is so what kind of concern it is you can likewise appoint a particular representative to this inquiry so you can simply include a note generally 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 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 key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m just going to send out that and now i have actually responded to this client you can likewise erase 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 an organization 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 go into the services tab and over here you can see there is the categories you have actually basic getting started with us refunds and orders details 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 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 just gon na as a sample just choose this ticket undoubtedly the question is various however i’m simply 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 solutions and canned forms so you’re going to click suggested services and you can see various articles that are a pre-written answer to a client question and you can simply insert that pre-written details into your reaction and send it without having to

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

retype the same sort of answers again and again so this is an extremely simple formula for your representatives to follow so they can quickly respond to e-mails so another fantastic function that freshdesk really offers is developing groups so if you click groups in the admin section you can create various groups for different functions so if a ticket and an issue is related to billing you can appoint a group member so over here i have actually 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 likewise designate various in the group area you can likewise designate different 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 client escalations where consumers may have raised a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you guys in the next video Freshdesk And Google Sheets Zapier