Freshdesk Client Portal – effortless omnichannel service

So we are talking about…Freshdesk Client Portal…you can utilize freshdesk for customer service 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 details and register for free as soon as you register you’re gon na start which will fill your basic dashboard 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 assistance 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 website alter the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na pick your support channel so how you can be contacted by means of phone email social media chat or forms and listed below that you can include 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 successive over here we have our control panel our control panel reveals 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 give you a graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and listed below that you have your client complete satisfaction and you can see the percentage of favorable actions or unfavorable reactions even neutral actions and the total actions 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 offer you a nice little pointer 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 arrange them by their status and now you can see urgent 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 type of tickets you wish to view if you want 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 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 individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your options tab so your option tab is a general sort of info tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Client Portal support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type 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 standard general introduction of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also see your ticket volume trends so you can Freshdesk Client Portal

see on the ideal 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 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the details of a certain staff member or a group member and listed below that you can see your different channels of communication you can likewise view your workflow and what sort of progress you have made what turning points that you have reached and just how much productivity each agent has you can view that from over here going back 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 category what type of ticket this is you can change its status you can set its priority and you can likewise set what kind of inquiry it is so what kind of question it is you can likewise designate a particular representative to this query so you can simply add a note basically 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 customer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send that and now i have actually replied to this customer you can also delete your responses within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable type of response you require 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 classifications you have general getting going with us refunds and orders info gifts and discount coupons and facts and questions 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 typically asked you can simply publish this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket clearly the concern is different but i’m simply 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 suggested services 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 customer concern and you can simply place that pre-written information 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 a very simple formula for your agents to follow so they can easily react to emails so another terrific function that freshdesk actually provides is creating groups so if you click groups in the admin section you can develop different groups for various purposes so if an issue and a ticket is associated with billing you can designate a group member so over here i’ve designated myself in this group and that person might specify their function and make them the leader of this type of billing ticket besides that you can likewise appoint various in the group area you can likewise assign various tickets to different 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 customer escalations where clients may have elevated a specific circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you people in the next video Freshdesk Client Portal

 

 

Freshdesk Client Portal – effortless omnichannel service

So we are talking about…Freshdesk Client Portal…you can utilize freshdesk for customer service so let’s get started first of all you’re gon na start your totally 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 fill your basic control panel 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 customize your help desk you can confirm your e-mail and below that you can see you can include your language whatever type of language you desire on your website change the color of your logo so as you can see i’m gon na opt for a pink and below that you can likewise change your menu color so i’m likewise 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 select your support channel so how you can be called through phone email social networks chat or forms and 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 team so if you have a team that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard reveals 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 patterns so if the tickets are selling out better or even worse it’s going to reveal you a good trend and below that you have your client fulfillment and you can see the portion of negative reactions or favorable responses even neutral responses and the overall reactions that you have received 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 include it over here and it’s gon na offer you a nice little reminder 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 just state let’s arrange them by their status and now you can see immediate and high ones will be on the top 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 sort of tickets you want to see if you wish to see the tickets that are assigned to a particular 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 below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them listed below that you have your solutions tab so your option tab is a basic kind of info tab which permits you to see your e-mail marketing your legal requirements

Get Freshdesk Client Portal support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of miscellaneous you will find it in your services tab and below the solutions tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Client Portal

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or decrease in these sales you can see receiving 7 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 particular team member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what kind of progress you have made what turning points that you have actually reached and just how much efficiency each representative has you can see that from over here going back into tickets i’m going to show 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 kind of ticket this is you can alter its status you can set its priority and you can also set what type of query it is so what kind of concern it is you can also appoint a particular representative to this query so you can simply include a note generally respond

 

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 upgrade the status i’m going to include this note now i’m going to respond to the client so it’s automatically going to enter hi matt rogers that’s the customer 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 responded to this customer 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 emails so if you’re an organization that’s running this ticketing service and you have a similar kind of reaction you require to provide 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 actually basic beginning 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 available and let’s see how long will delivery take that’s a question that is often asked you can simply publish this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket certainly the concern is various however i’m just picking 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 replying to a customer on the bottom left you can see suggested services 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 consumer question and you can simply insert that pre-written details into your action and send it without needing to

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

retype the exact same sort of responses 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 fantastic function that freshdesk truly provides is producing groups so if you click on groups in the admin area you can develop different groups for different functions so if a ticket and a problem is connected to billing you can designate a group member so over here i have actually assigned myself in this group and that person might define their function and make them the leader of this sort of billing ticket aside from that you can likewise appoint different in the group area you can likewise assign different 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 customer escalations where clients may have raised a certain scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and practical and i’ll catch you guys in the next video Freshdesk Client Portal