Freshdesk Customer Portal Examples – effortless omnichannel service

So we are talking about…Freshdesk Customer Portal Examples…you can utilize freshdesk for customer service so let’s begin first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you sign up you’re gon na get started which will load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and customize your aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind of language you desire on your site 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 also change your menu color so i’m also gon na make that pink i guess or i should make that black yeah therefore 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 e-mail social media chat or kinds and listed below that you can add your consumer assistance email 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 someone 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 dashboard reveals 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 offer 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 great trend and listed below that you have your client satisfaction and you can see the percentage of unfavorable reactions or favorable responses even neutral responses and the overall responses that you have received on the right 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 good little suggestion on your basic control panel and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see urgent and high ones will be on the leading nevertheless 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 type of tickets you want to view if you want to see the tickets that are appointed 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 next up below that you have your basic contact and business so you can see those whichever way that you have called people you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your service tab is a general sort of info tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Customer Portal Examples support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of various you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general introduction of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Customer Portal Examples

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or decrease 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 group channels workflow agent efficiency support operation and your general account settings over here you can see the progress or the details of a specific team member or a group member and below that you can see your different channels of communication you can also view your workflow and what type of development you have actually made what milestones that you have reached and how much productivity each agent has you can view that from over here returning 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 add tags you can put it in a particular category what kind 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 concern it is you can likewise designate a particular representative to this inquiry so you can simply include a note generally reply

 

tto this person and now i’m going to simply tell them i will be solving 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 include this note now i’m going to reply to the client so it’s instantly going to key in hi matt rogers that’s the client 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 actually responded to this consumer you can likewise erase your reactions 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 company that’s running this ticketing service and you have a similar kind of action you need 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 actually basic starting with us orders and refunds details gifts and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is frequently asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample just select this ticket certainly 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 replying to a client on the bottom left you can see recommended options and canned types so you’re going to click recommended options and you can see different posts that are a pre-written answer to a consumer concern and you can simply insert 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 sort of answers again and again so this is a really simple formula for your representatives to follow so they can easily react to e-mails so another excellent function that freshdesk really offers is developing groups so if you click groups in the admin area you can create various groups for different functions so if a ticket and an issue is associated with billing you can appoint a group member so over here i’ve assigned myself in this group and that individual might define their function and make them the leader of this sort of billing ticket besides that you can likewise assign different in the group area you can also assign various tickets to various 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 customer escalations where customers may have raised a specific scenario and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll catch you men in the next video Freshdesk Customer Portal Examples

 

 

Freshdesk Customer Portal Examples – effortless omnichannel service

So we are talking about…Freshdesk Customer Portal Examples…you can use freshdesk for customer 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 complimentary as soon as you sign up you’re gon na begin which will pack your basic dashboard 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 aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind 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 listed below that you can also alter 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 assistance channel so how you can be gotten in touch with through phone email social networks chat or forms and listed below that you can add your consumer support e-mail so if somebody is going to be contacting you you can set that email over here and next up you can invite somebody to your group 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

 

unresolved 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 patterns so if the tickets are selling out better or even worse it’s going to reveal you a nice trend and listed below that you have your consumer complete satisfaction and you can see the portion of positive reactions or negative actions even neutral reactions and the total reactions that you have gotten on the ideal side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na give you a good little pointer 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 say 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 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 individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive below that you have your basic contact and business so you can view 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 information that you have about them listed below that you have your solutions tab so your solution tab is a basic kind of details tab which permits you to see your email marketing your legal requirements

Get Freshdesk Customer Portal Examples support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of various you will find it in your options tab and listed below the services tab you have your reports and analytics reports are the basic general overview of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Customer Portal Examples

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 reduce 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 productivity support operation and your general account settings over here you can view the progress or the details of a specific staff member or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what sort of development you have made what milestones that you have actually reached and 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 fix 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 sort 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 type of concern it is you can also appoint a specific agent to this query so you can simply add a note basically reply

 

tto this person and now i’m going to simply tell them i will be solving 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 include this note now i’m going to reply to the consumer so it’s immediately 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 customer you can also erase your reactions within 10 seconds so if you slip up 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 comparable sort of action you need 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 categories you have basic starting with us orders and refunds information presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently offered 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 go back to ticketing i’m simply gon na as a sample just choose this ticket certainly the concern is various but i’m simply 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 customer on the bottom left you can see suggested services and canned types so you’re going to click recommended solutions and you can see various posts that are a pre-written answer to a customer concern and you can just insert that pre-written information into your action and send it without having to

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

retype the same type of answers again and again so this is a very simple formula for your representatives to follow so they can easily respond to emails so another fantastic feature that freshdesk really offers is developing groups so if you click on groups in the admin area you can develop various groups for different purposes so if an issue and a ticket is associated with billing you can appoint a group member so over here i have actually assigned myself in this group and that individual might specify their function and make them the leader of this sort of billing ticket besides that you can likewise assign various in the group area you can likewise appoint 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 customer escalations where consumers may have raised a certain situation 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 practical and i’ll capture you men in the next video Freshdesk Customer Portal Examples