Freshdesk Data Studio – effortless omnichannel service

So we are talking about…Freshdesk Data Studio…you can use freshdesk for customer care so let’s begin first off 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 register you’re gon na get started and that will load 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 assistance desk you can confirm your e-mail and below that you can see you can add your language whatever kind of language you want on your website change 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 alter your menu color so i’m also gon na make that pink i guess or i must 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 called through phone email social media chat or forms and below that you can add your customer support e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite somebody to your group so if you have a group 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 dashboard reveals our

 

unresolved tickets overdue 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a great pattern and below that you have your customer satisfaction and you can see the portion of positive reactions or unfavorable actions even neutral reactions and the total responses that you have actually received on the right side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na include it over here and it’s gon na give you a great little pointer on your basic dashboard and now on the left side we’re gon na carry on 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 urgent ones will be on the top 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 wish to see if you want to see the tickets that are designated to a particular individual 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 companies so you can view those whichever manner in which you have contacted individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your option tab is a basic type of information tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Data Studio support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will find it in your solutions tab and below the solutions tab you have your analytics and reports reports are the fundamental general overview of how many 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 likewise see your ticket volume trends so you can Freshdesk Data Studio

see on the best 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 receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent productivity assistance operation and your basic account settings over here you can view the progress or the information of a particular employee 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 actually made what turning points that you have reached and just how much efficiency each representative 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 classification what sort of ticket this is you can change its status you can set its concern and you can likewise set what kind of query it is so what kind of question it is you can likewise appoint a specific representative to this inquiry so you can simply add a note essentially respond

 

tto this person and now i’m going to simply 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 include this note now i’m going to reply to the client so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m simply going to send that and now i have replied to this customer you can likewise erase your reactions within 10 seconds so if you slip up you can erase 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 action you require to give to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have basic beginning with us orders and refunds info presents and coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are already available and let’s see how long will shipment take that’s a concern that is frequently asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket clearly the question is various but 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 reply to it and you can see when you’re responding to a customer on the bottom left you can see suggested options and canned types so you’re going to click recommended services and you can see various articles that are a pre-written answer to a consumer question and you can just insert that pre-written info into your action and send it without having to

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

retype the very same type of responses again and again so this is an extremely easy formula for your representatives to follow so they can quickly respond to emails so another terrific feature that freshdesk actually offers is creating groups so if you click groups in the admin section you can develop different groups for different purposes so if a ticket and a concern is connected to billing you can designate a group member so over here i have actually designated myself in this group which individual could specify their role and make them the leader of this sort of billing ticket aside from that you can also designate various in the group section you can also designate 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 consumers might have elevated a particular scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and valuable and i’ll capture you guys in the next video Freshdesk Data Studio

 

 

Freshdesk Data Studio – effortless omnichannel service

So we are talking about…Freshdesk Data Studio…you can utilize freshdesk for customer care so let’s begin to begin with you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na begin which will load your basic control panel 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 assistance desk you can confirm your email and below that you can see you can include your language whatever type 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 likewise gon na make that pink i guess or i should make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be contacted via phone email social media chat or types and listed below that you can include your consumer support e-mail so if somebody is going to be calling 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 offering the tickets for you you can invite them over here successive over here we have our dashboard our control panel shows 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 chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a great trend and below that you have your customer fulfillment and you can see the portion of favorable actions or negative actions even neutral responses and the total actions that you have gotten on the best 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 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 arrange 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 type of tickets you want 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 view 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 way that you have actually contacted people you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your services tab so your option tab is a general kind of information tab which permits you to view your email marketing your legal requirements

Get Freshdesk Data Studio 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 solutions tab and listed below the options tab you have your analytics and reports reports are the standard general introduction of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Data Studio

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or two what is the increase 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 group channels workflow representative productivity support operation and your general account settings over here you can see 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 view your workflow and what type of progress you have actually made what milestones that you have actually 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 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 category what type of ticket this is you can alter its status you can set its top priority and you can likewise set what type of query it is so what kind of concern it is you can also appoint a specific representative to this question so you can simply include a note basically respond

 

tto this person and now i’m going to just 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 update the status i’m going to include this note now i’m going to reply to the client so it’s immediately going to type in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m simply going to send 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 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 similar sort of action you need to provide to each of your clients again and again you’re going to enter into the services tab and over here you can see there is the classifications you have basic getting started with us refunds and orders details gifts 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 offered and let’s see how long will delivery take that’s a concern that is frequently asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket certainly the concern is different however i’m simply selecting this as a sample and now i’m simply going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see recommended options and canned forms so you’re going to click on 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 information into your response and send it without having to

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

retype the same type of responses again and again so this is an extremely simple formula for your agents to follow so they can easily react to e-mails so another terrific function that freshdesk really supplies is developing groups so if you click groups in the admin area you can produce various groups for different purposes so if a problem and a ticket is related to billing you can assign a group member so over here i’ve appointed myself in this group and that person could specify their role and make them the leader of this type of billing ticket aside from that you can likewise assign various in the group area you can also assign 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 customer escalations where clients may have raised a certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and useful and i’ll catch you guys in the next video Freshdesk Data Studio