Freshdesk Guide Custom Form – effortless omnichannel service

So we are talking about…Freshdesk Guide Custom Form…you can use freshdesk for customer support so let’s get going 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 register for totally free as soon as you register you’re gon na begin and that will fill 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 customize your aid desk you can verify your email and listed below that you can see you can add your language whatever kind of language you want on your site alter the color of your logo design so as you can see i’m gon na choose 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 must 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 contacted through phone email social media chat or forms and below that you can add your client assistance email so if somebody is going to be calling 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 selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard 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 provide you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a great trend and below that you have your client satisfaction and you can see the percentage of negative reactions or positive actions even neutral responses and the total actions that you have gotten on the right side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a good little reminder on your basic control panel 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 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 right 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 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 needs and successive below that you have your basic contact and companies so you can view those whichever manner in which you have actually called people you can see their email addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your services tab so your solution tab is a general type of info tab which allows you to view your email marketing your legal requirements

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your service related announcements so if there is something that is sort of various you will discover it in your services tab and listed below the options tab you have your reports and analytics reports are the fundamental general introduction of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Guide Custom Form

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 seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team 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 interaction you can likewise view your workflow and what kind of progress you have made what milestones that you have reached and 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 specific classification what kind of ticket this is you can alter its status you can set its priority and you can also set what kind of inquiry it is so what type of question it is you can also assign a particular representative to this inquiry so you can simply include a note essentially reply

 

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 respond to the consumer so it’s immediately going to enter hi matt rogers that’s the consumer 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 replied to this consumer you can likewise delete your responses within 10 seconds so if you slip up 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 sort of response you need to offer 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 general beginning with us refunds and orders information gifts and vouchers and facts 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 for how long will delivery take that’s a question that is frequently asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket obviously the concern is various 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 respond to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned forms so you’re going to click suggested solutions and you can see various articles that are a pre-written answer to a consumer concern and you can just place that pre-written info into your reaction and send it without needing to

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retype the exact same kind of responses again and again so this is a really easy formula for your representatives to follow so they can quickly respond to e-mails so another terrific function that freshdesk truly offers is creating groups so if you click on groups in the admin section you can produce different groups for various functions so if a ticket and a concern is connected to billing you can assign a group member so over here i have actually designated myself in this group which individual might define their role and make them the leader of this kind of billing ticket other than that you can also designate various in the group section you can also designate 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 consumers might have elevated a certain circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people found this easy to understand and useful and i’ll catch you people in the next video Freshdesk Guide Custom Form