Freshdesk Installation Guide – effortless omnichannel service

So we are talking about…Freshdesk Installation Guide…you can use freshdesk for customer service so let’s get started first of all 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 quickly as you sign up you’re gon na get started and that will fill your basic dashboard 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 individualize your assistance desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind of language you want on your site change the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na choose your support channel so how you can be gotten in touch with through phone email social networks chat or kinds and below that you can include your consumer support email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your group so if you have a team 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 control panel our dashboard shows 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 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 nice pattern and below that you have your customer satisfaction and you can see the portion of favorable responses or negative actions even neutral actions and the overall reactions that you have actually received on the ideal 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 offer you a good little tip on your basic control panel and now on the left side we’re gon na move 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 urgent and high ones will be on the top 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 sort of tickets you wish to see if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and companies so you can view those whichever manner in which you have contacted people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your options 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 Installation Guide support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is type of miscellaneous you will find it in your solutions tab and below the solutions tab you have your analytics and reports reports are the basic general introduction of the number of tickets you may 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 see your ticket volume patterns so you can Freshdesk Installation Guide

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 increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative productivity assistance operation and your basic account settings over here you can view the development or the details of a particular staff member or a group member and listed below that you can see your different channels of communication you can also see your workflow and what sort of development you have actually made what milestones that you have actually reached and just how much productivity each representative has you can see that from over here returning 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 classification what sort of ticket this is you can change its status you can set its concern 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 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 add this note now i’m going to respond 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 concern with your product i’m simply going to send out that and now i have actually replied to this client you can also delete your reactions 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 a company that’s running this ticketing service and you have a comparable kind of response you need to provide to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually general getting going with us orders and refunds information 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 available and let’s see how long will shipment take that’s a question that is often asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample just select this ticket clearly the concern is different however 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 reply to it and you can see when you’re replying to a consumer on the bottom left you can see suggested solutions and canned types so you’re going to click on recommended services and you can see various short articles that are a pre-written answer to a client question and you can just place that pre-written info into your action and send it without having to

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

retype the exact same kind of answers again and again so this is an extremely simple formula for your representatives to follow so they can quickly respond to emails so another terrific function that freshdesk truly provides is developing groups so if you click on groups in the admin area you can create various groups for various purposes so if a problem and a ticket is associated with billing you can assign a group member so over here i’ve appointed myself in this group which person could define their role and make them the leader of this type of billing ticket aside from that you can also assign various in the group section you can likewise designate 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 consumer escalations where consumers may have elevated a particular scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and practical and i’ll capture you people in the next video Freshdesk Installation Guide

 

 

Freshdesk Installation Guide – effortless omnichannel service

So we are talking about…Freshdesk Installation Guide…you can use freshdesk for client service so let’s start first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you register you’re gon na begin and that will pack your basic control panel so when you’re getting going 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 verify your e-mail and listed below that you can see you can include your language whatever type 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 alter 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 pick your assistance channel so how you can be gotten in touch with through phone e-mail social networks chat or kinds and below that you can include your consumer support e-mail so if somebody is going to be contacting 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 someone is going to be offering the tickets for you you can invite them over here successive over here we have our control panel our control panel reveals our

 

unsolved 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 trends so if the tickets are selling out much better or worse it’s going to reveal you a good pattern and listed below that you have your client complete satisfaction and you can see the portion of negative actions or favorable reactions even neutral reactions and the total actions that you have actually gotten on the ideal 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 give you a nice little pointer on your basic control panel and now on the left side we’re gon na move 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 urgent and high 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 sort 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 according to your requirements and next up below that you have your basic contact and business so you can view those whichever way that you have contacted individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your services tab so your solution tab is a general kind of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Installation Guide support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of various you will find it in your services tab and below the services tab you have your reports and analytics reports are the standard general overview of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Installation Guide

see on the ideal side you have your today’s ticket inside so how many tickets you may 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 basic administrative settings your team channels workflow representative productivity support operation and your general account settings over here you can see the progress or the information of a certain team member or a group member and below that you can see your various channels of interaction you can also see your workflow and what type of progress you have made what turning points that you have actually reached and just how much performance each representative has you can see that from over here returning 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 sort of ticket this is you can alter its status you can set its priority and you can likewise set what sort of inquiry it is so what type of question it is you can likewise appoint a particular representative to this question so you can just add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the consumer so it’s automatically 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 simply going to send that and now i have replied to this client you can also erase your reactions 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 a company that’s running this ticketing service and you have a similar kind of reaction you require to give to each of your consumers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have general beginning with us refunds and orders information presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will delivery take that’s a question that is frequently asked you can simply release this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket certainly the question is various but i’m simply picking 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 consumer on the bottom left you can see suggested solutions and canned types so you’re going to click suggested options and you can see different short articles that are a pre-written answer to a customer question and you can simply place that pre-written information into your response 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 a very simple formula for your agents to follow so they can quickly react to e-mails so another terrific feature that freshdesk really supplies is developing groups so if you click on groups in the admin area you can develop different groups for various purposes so if a problem and a ticket is associated with billing you can assign a group member so over here i’ve designated myself in this group and that individual could define their function and make them the leader of this sort of billing ticket aside from that you can also appoint different in the group section you can also assign various tickets to various 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 consumer escalations where consumers may have elevated a specific circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you men in the next video Freshdesk Installation Guide