Freshdesk Integration With Asana – effortless omnichannel service

So we are talking about…Freshdesk Integration With Asana…you can use freshdesk for client service so let’s start first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and register for free as quickly as you register you’re gon na start 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 set up your account so over here and personalize your aid desk you can verify your email and below that you can see you can add your language whatever type of language you want on your site change the color of your logo design so as you can see i’m gon na choose 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 therefore you can update those and next you’re gon na select your assistance channel so how you can be contacted via phone email social media chat or forms and listed below that you can add your customer assistance e-mail 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 group so if you have a team that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our dashboard 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 provide 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 great pattern and below that you have your consumer complete satisfaction and you can see the portion of favorable responses or negative responses even neutral reactions and the total actions that you have gotten on the ideal 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 add it over here and it’s gon na provide you a nice little suggestion on your basic dashboard and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s just say let’s arrange them by their status and now you can see high and urgent 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 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 needs and next up below that you have your basic contact and business so you can see those whichever way that you have actually called people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your solution tab is a general type of info tab which allows you to view your email marketing your legal requirements

Get Freshdesk Integration With Asana support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of various you will find it in your services tab and listed below the solutions tab you have your reports and analytics reports are the standard general overview of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also see your ticket volume trends so you can Freshdesk Integration With Asana

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent productivity support operation and your basic account settings over here you can view the development or the details of a specific team member or a group member and below that you can see your various channels of communication you can also view your workflow and what type of progress you have actually made what turning points that you have reached and just how much performance each agent has you can view that from over here returning into tickets i’m going to show 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 particular category what type of ticket this is you can change its status you can set its priority and you can also set what kind of question it is so what type of concern it is you can also assign a particular representative to this query so you can just add a note essentially respond

 

tto this person and now i’m going to just tell them i will be resolving 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 add this note now i’m going to respond to the consumer so it’s immediately going to type in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send that and now i have responded to this customer you can likewise erase your reactions 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 an organization that’s running this ticketing service and you have a similar type of response you need to give 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 starting with us orders and refunds info gifts and vouchers and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will delivery take that’s a question that is frequently asked you can just release this draft and after that return to ticketing i’m simply gon na as a sample simply choose this ticket clearly the concern is various however i’m simply 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 replying to a customer on the bottom left you can see recommended options and canned kinds so you’re going to click recommended services and you can see different short articles that are a pre-written answer to a customer question and you can simply insert that pre-written info into your response 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 a very simple formula for your representatives to follow so they can quickly respond to emails so another fantastic function that freshdesk really supplies is developing groups so if you click on groups in the admin section you can produce different groups for various functions so if a problem and a ticket is related to billing you can assign a group member so over here i have actually designated myself in this group which individual could define their function and make them the leader of this kind of billing ticket other than that you can also designate various in the group area you can likewise assign 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 situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll catch you people in the next video Freshdesk Integration With Asana

 

 

Freshdesk Integration With Asana – effortless omnichannel service

So we are talking about…Freshdesk Integration With Asana…you can utilize freshdesk for client service so let’s get started first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na start and that will pack 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 validate your email and listed below that you can see you can add your language whatever sort 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 listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be contacted by means of phone email social networks chat or kinds and below that you can add your client assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite somebody 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 next up over here we have our dashboard our dashboard shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice trend and below that you have your customer complete satisfaction and you can see the percentage of unfavorable reactions or favorable responses even neutral actions and the total responses that you have gotten 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 include it over here and it’s gon na give you a nice little suggestion 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 just say let’s sort them by their status and now you can see urgent and high ones will be on the leading 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 want to view if you want to see the tickets that are designated to a specific individual 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 see those whichever manner in which you have actually contacted individuals 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 services tab so your solution tab is a general type of details tab which enables you to see your e-mail marketing your legal requirements

Get Freshdesk Integration With Asana support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of various you will discover it in your solutions tab and listed below the solutions tab you have your analytics and reports reports are the basic general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume trends so you can Freshdesk Integration With Asana

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or so what is the increase or reduce 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 agent efficiency assistance operation and your general account settings over here you can view the progress or the details of a certain team member or a group member and below that you can see your various channels of communication you can likewise see your workflow and what kind of progress you have actually made what milestones that you have reached and just how much productivity each agent has you can view that from over here returning 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 type of ticket this is you can change its status you can set its concern and you can also set what sort of question it is so what kind of concern it is you can also designate a specific representative to this inquiry so you can just add a note generally reply

 

tto this person and now i’m going to simply tell them i will be resolving 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 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 customer name this is jane doe what might be the issue with your item i’m simply going to send out that and now i have actually replied to this client you can likewise delete your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar kind of reaction you need to give to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have basic starting with us refunds and orders information presents and coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see how long will shipment take that’s a concern that is frequently asked you can simply release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is various but i’m simply choosing 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 responding to a consumer on the bottom left you can see suggested options and canned kinds so you’re going to click on suggested services and you can see different articles that are a pre-written answer to a client concern and you can just place that pre-written info into your reaction and send it without having to

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

retype the very same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily react to e-mails so another fantastic function that freshdesk actually offers is creating groups so if you click on groups in the admin area you can develop different groups for different functions so if a ticket and an issue is connected to billing you can appoint a group member so over here i have actually appointed myself in this group which individual could define their function and make them the leader of this kind of billing ticket aside from that you can likewise appoint different in the group section you can likewise appoint various 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 customers may have raised a particular circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you men in the next video Freshdesk Integration With Asana