Freshdesk Embed Form – effortless omnichannel service

So we are talking about…Freshdesk Embed Form…you can utilize freshdesk for client service so let’s get started first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for free as soon as you register you’re gon na get going and that 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 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 alter the color of your logo 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 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 choose your assistance channel so how you can be called via phone email social media chat or kinds and below that you can add your customer assistance email so if somebody is going to be contacting you you can set that email over here and next up you can welcome 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 next up over here we have our dashboard our control panel 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 graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great trend and listed below that you have your consumer satisfaction and you can see the portion of unfavorable reactions or favorable actions even neutral actions and the total actions that you have actually received on the best 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 add it over here and it’s gon na provide you a good little suggestion 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 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 best side you can see over here you can filter out what sort of tickets you wish to view if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually gotten in touch with individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your services tab so your service tab is a general kind of details tab which enables you to see your email marketing your legal requirements

Get Freshdesk Embed Form support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Embed Form

see on the right side you have your today’s ticket inside so how many tickets you might have offered approximately 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 representative performance support operation and your basic account settings over here you can see the progress or the details of a certain team member or a group member and below that you can see your different channels of communication you can also see your workflow and what type of development you have made what milestones that you have actually reached and just how much performance each representative has you can view 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 add tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its priority and you can likewise set what sort of query it is so what kind of question it is you can likewise assign a particular agent to this query so you can simply add a note essentially reply

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s automatically 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 that and now i have responded to this customer you can also delete your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar kind of action 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 basic beginning with us orders and refunds details presents and vouchers and facts and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see the length of time will shipment take that’s a concern that is typically asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the concern is various but i’m simply choosing 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 consumer on the bottom left you can see suggested services and canned types so you’re going to click on suggested options and you can see different articles 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 exact same sort of responses again and again so this is a really simple formula for your representatives to follow so they can quickly respond to emails so another fantastic feature that freshdesk truly offers is producing groups so if you click on groups in the admin area you can create different groups for various purposes so if a ticket and an issue is associated with billing you can assign a group member so over here i’ve appointed myself in this group and that individual might define their role and make them the leader of this kind of billing ticket aside from that you can likewise assign different in the group area you can likewise designate different 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 consumer escalations where consumers may have elevated a specific situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you guys in the next video Freshdesk Embed Form

 

 

Freshdesk Embed Form – effortless omnichannel service

So we are talking about…Freshdesk Embed Form…you can utilize freshdesk for client service so let’s get going to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as quickly as you sign up you’re gon na begin and that will load your basic control panel 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 aid desk you can validate your e-mail and listed 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 design so as you can see i’m gon na opt for a pink and 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 select your support channel so how you can be gotten in touch with by means of phone email social networks chat or kinds and below that you can add your client support e-mail so if someone 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 somebody is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard 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 provide you a graph that shows you the patterns so if the tickets are selling out better or worse it’s going to show you a good trend and below that you have your consumer satisfaction and you can see the portion of unfavorable actions or favorable responses even neutral reactions and the overall responses that you have received on the right side you’re gon na have your order of business 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 great little suggestion 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 simply say let’s sort them by their status and now you can see urgent and high 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 type of tickets you wish to view 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 as per your needs and next up listed below that you have your basic contact and business so you can view those whichever manner in which you have contacted individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your service tab is a basic sort of details tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Embed Form support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will find it in your options tab and below the options tab you have your analytics and reports reports are the standard general summary of the number of tickets you may 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 view your ticket volume patterns so you can Freshdesk Embed Form

see on the best side you have your today’s ticket inside so how many tickets you might have sold or two what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative efficiency assistance operation and your basic account settings over here you can view the progress or the details of a particular employee or a group member and 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 turning points that you have actually reached and how much efficiency 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 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 likewise set what sort of query it is so what type of question it is you can likewise designate a specific representative to this question so you can simply add a note generally respond

 

tto this person and now i’m going to just 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 customer so it’s instantly going to enter hi matt rogers that’s the customer 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 consumer you can also delete your reactions within 10 seconds so if you slip up you can delete 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 action you require to provide 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 classifications you have basic beginning with us orders and refunds information gifts and coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see the length of time will shipment take that’s a concern that is typically asked you can just publish this draft and after that go back to ticketing i’m just gon na as a sample just select this ticket clearly the concern is different but i’m just selecting this as a sample and now i’m just going to select this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see suggested options and canned kinds so you’re going to click on recommended solutions and you can see different short articles that are a pre-written answer to a consumer question and you can just insert that pre-written information into your reaction and send it without needing to

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

retype the exact same kind of answers again and again so this is a very easy formula for your agents to follow so they can easily react to e-mails so another excellent feature that freshdesk actually provides is creating groups so if you click groups in the admin area you can develop various groups for various functions so if an issue and a ticket is connected to billing you can appoint a group member so over here i have actually appointed myself in this group which person might specify their role and make them the leader of this kind of billing ticket aside from that you can likewise appoint different in the group area you can also 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 customers may have raised a specific situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll capture you people in the next video Freshdesk Embed Form