Freshdesk Implementation – effortless omnichannel service

So we are talking about…Freshdesk Implementation…you can utilize freshdesk for customer support so let’s start first off you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you sign up you’re gon na begin which will load your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can validate your e-mail and listed below that you can see you can include 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 below that you can likewise change 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 update those and next you’re gon na pick your support channel so how you can be called via phone email social media chat or forms and below that you can include your consumer support 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 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 shows 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 shows you the patterns so if the tickets are selling out better or worse it’s going to show you a good trend and listed below that you have your consumer satisfaction and you can see the portion of positive actions or unfavorable actions even neutral reactions and the overall responses that you have actually 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 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 state let’s sort them by their status and now you can see high and urgent ones will be on the leading 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 kind of tickets you wish to see 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 needs and next up listed below that you have your basic contact and companies so you can view those whichever way that you have actually called individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your options tab so your option tab is a basic type of details tab which enables you to see your email marketing your legal requirements

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

your service associated announcements so if there is something that is sort of miscellaneous you will find it in your services tab and below the services tab you have your reports and analytics reports are the basic general overview of the number of tickets you might have sold 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 patterns so you can Freshdesk Implementation

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or two what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative productivity support operation and your basic account settings over here you can view the progress or the details of a particular staff member or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what kind of development you have made what milestones that you have actually reached and just 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 kind of ticket this is you can change its status you can set its concern and you can also set what type of inquiry it is so what type of concern it is you can likewise appoint a specific representative to this question so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 respond to the consumer so it’s immediately going to key in 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 that and now i have actually replied to this consumer you can also erase your responses within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a similar sort of reaction you need to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have general getting going with us orders and refunds information gifts 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 often asked you can simply publish this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket obviously the question is different however 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 replying to a client on the bottom left you can see recommended options and canned kinds so you’re going to click suggested solutions and you can see different articles that are a pre-written answer to a client concern and you can just place that pre-written details into your reaction and send it without having to

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

retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily respond to emails so another terrific feature that freshdesk really offers is creating groups so if you click groups in the admin section you can produce different groups for different purposes so if a ticket and an issue is associated with billing you can designate a group member so over here i have actually appointed myself in this group and that individual might define their role and make them the leader of this kind of billing ticket other than that you can also designate different in the group area you can also assign 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 customer escalations where customers might have raised a specific 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 valuable and i’ll capture you men in the next video Freshdesk Implementation

 

 

Freshdesk Implementation – effortless omnichannel service

So we are talking about…Freshdesk Implementation…you can use freshdesk for customer service so let’s get started 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 sign up you’re gon na get started and that will pack 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 validate your email and below that you can see you can include your language whatever sort of language you desire 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 update those and next you’re gon na pick your assistance channel so how you can be contacted via phone e-mail social media chat or kinds and below that you can include your customer support email 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 somebody is going to be offering the tickets for you you can invite them over here next up over here we have our dashboard our control panel shows our

 

unsettled tickets past due 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a nice pattern and listed below that you have your customer fulfillment and you can see the portion of unfavorable actions or favorable responses even neutral reactions and the total actions that you have gotten on the right 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 add it over here and it’s gon na give you a great little tip on your basic dashboard 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 arrange them by their status and now you can see high and immediate ones will be on the leading nevertheless 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 see if you wish 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 based on 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 contacted people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your solution tab is a general type of details tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Implementation 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 listed below the solutions tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have sold 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 see your ticket volume trends so you can Freshdesk Implementation

see on the right side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow agent efficiency assistance operation and your general account settings over here you can see the progress or the details of a specific employee or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of progress you have made what turning points that you have actually reached and how much productivity each agent has you can see 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 classification what kind of ticket this is you can change its status you can set its priority and you can also set what sort of query it is so what kind of question it is you can also assign 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 add this note now i’m going to reply to the customer so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your item i’m just going to send out that and now i have responded to this client you can also delete your actions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar type of response you require to offer to each of your customers 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 getting started with us refunds and orders info 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 readily available and let’s see how long will shipment take that’s a concern that is often asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the question is different however i’m just selecting this as a sample and now i’m just 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 recommended solutions and canned types so you’re going to click suggested services and you can see different posts that are a pre-written answer to a customer concern and you can simply place 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 answers again and again so this is a very easy formula for your agents to follow so they can quickly react to emails so another excellent function that freshdesk really supplies is developing groups so if you click on groups in the admin area you can produce various 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 appointed myself in this group which individual might define their role and make them the leader of this type of billing ticket besides that you can also designate various in the group area you can also designate 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 consumer escalations where customers may have raised a particular situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you guys in the next video Freshdesk Implementation