Freshdesk Configuration – effortless omnichannel service

So we are talking about…Freshdesk Configuration…you can utilize freshdesk for customer service so let’s begin first off 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 free as quickly as you sign up you’re gon na begin and that will load your basic control panel so when you’re getting started 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 verify your e-mail and listed below that you can see you can include your language whatever sort of language you want on your website change the color of your logo design so as you can see i’m gon na opt for a pink and below that you can likewise alter your menu color so i’m also 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 select your assistance channel so how you can be contacted via phone e-mail social networks chat or types and listed below that you can add your customer support e-mail so if someone is going to be calling you you can set that e-mail over here and next up you can welcome somebody 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 next up 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 below that they’re gon na provide you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a nice trend and below that you have your customer satisfaction and you can see the portion of negative reactions or positive reactions even neutral reactions and the total responses 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 provide you a nice little pointer on your basic control panel 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 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 view 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 based on your needs and next up below that you have your basic contact and business so you can see those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your options tab so your solution tab is a basic sort of information tab which allows you to see your email marketing your legal requirements

Get Freshdesk Configuration 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 below the options tab you have your reports and analytics reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Configuration

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity support operation and your basic 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 various channels of interaction you can likewise see your workflow and what kind of development you have made what milestones that you have reached and 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 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 category what sort of ticket this is you can change its status you can set its priority and you can likewise set what type of inquiry it is so what type of question it is you can likewise appoint a specific agent to this query so you can just include a note essentially 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 update the status i’m going to include this note now i’m going to reply 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 item i’m just going to send out that and now i have responded to this client you can likewise erase your reactions 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 service that’s running this ticketing service and you have a comparable sort of action you require to give to each of your customers again and again you’re going to go 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 details presents and coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will delivery take that’s a concern that is frequently asked you can just release this draft and after that return to ticketing i’m just 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 just 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 solutions and canned kinds so you’re going to click suggested solutions and you can see different short articles that are a pre-written answer to a customer question and you can just place that pre-written information into your reaction and send it without having to

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

retype the very same sort of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly react to emails so another great function that freshdesk actually offers is creating groups so if you click groups in the admin area you can produce different groups for different purposes so if a ticket and an issue is related 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 besides that you can likewise appoint various in the group area you can also assign various tickets to different 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 consumer escalations where consumers might have elevated a specific scenario 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 useful and i’ll capture you men in the next video Freshdesk Configuration

 

 

Freshdesk Configuration – effortless omnichannel service

So we are talking about…Freshdesk Configuration…you can utilize freshdesk for client service 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 complimentary as soon as you sign up you’re gon na start which will fill your basic control panel so when you’re getting started 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 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 choose 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 ought to make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with via phone e-mail social networks chat or forms and listed below that you can include your customer support email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome 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 welcome them over here successive over here we have our control panel 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 offer you a graph that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a nice pattern and below that you have your customer complete satisfaction and you can see the percentage of positive actions or negative reactions even neutral responses and the overall responses that you have gotten 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 add 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 move on to tickets you can sort your tickets over here so let’s simply say 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 wish to see if you want to see the tickets that are designated 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 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 information that you have about them below that you have your solutions tab so your option tab is a general sort of info tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Configuration support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will find it in your options tab and listed below the options tab you have your reports and analytics reports are the standard general overview of the number of tickets you may 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 see your ticket volume patterns so you can Freshdesk Configuration

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 receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your general account settings over here you can view the progress or the details of a certain staff member or a group member and below that you can see your different channels of interaction you can also view your workflow and what sort of development you have actually made what turning points that you have actually reached and 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 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 classification what type of ticket this is you can change its status you can set its top priority and you can also set what sort of query it is so what kind of concern it is you can also assign a specific agent to this question so you can simply include a note basically reply

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to add this note now i’m going to respond to the customer 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 item i’m just going to send out that and now i have responded to this client you can also erase your actions 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 similar type of response you require to provide to each of your clients 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 starting with us refunds and orders details presents and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will shipment take that’s a concern that is frequently asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is different however i’m just picking 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 solutions and canned types so you’re going to click on recommended options and you can see different posts that are a pre-written answer to a consumer concern and you can simply place that pre-written details into your response and send it without having to

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

retype the very same type of answers again and again so this is a really easy formula for your representatives to follow so they can easily respond to e-mails so another excellent feature that freshdesk truly provides is producing groups so if you click on groups in the admin section you can produce various 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 and that individual could define their role and make them the leader of this kind of billing ticket besides that you can likewise designate different in the group area you can also appoint different tickets to different groups and as soon as 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 get going with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and handy and i’ll capture you men in the next video Freshdesk Configuration