Freshdesk Integration With Xero – effortless omnichannel service

So we are talking about…Freshdesk Integration With Xero…you can use freshdesk for client service so let’s get started first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you register you’re gon na get started and that will fill 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 individualize your help desk you can confirm your email and below that you can see you can add your language whatever sort 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 alter 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 select your support channel so how you can be called via phone e-mail social media chat or types and listed below that you can add your client 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 group 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 dashboard our control panel reveals 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 trends so if the tickets are selling out much better or worse it’s going to show you a nice trend and below that you have your client satisfaction and you can see the percentage of negative actions or favorable reactions even neutral actions and the overall responses that you have gotten on the right side you’re gon na have your to-do list so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na offer you a great 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 say let’s arrange them by their status and now you can see immediate and high ones will be on the top however the other ones will be on the bottom now next up on the ideal 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 designated to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive listed 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 email addresses uh their business titles their telephone number facebook twitter whatever type of account information that you have about them below that you have your options tab so your service tab is a general sort of information tab which permits you to see your e-mail marketing your legal requirements

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

your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and listed below the options tab you have your reports and analytics reports are the basic general overview of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Integration With Xero

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your basic account settings over here you can view the progress or the information of a particular staff member or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what sort of progress you have made what milestones that you have reached and how much efficiency 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 add tags you can put it in a particular category what kind of ticket this is you can change its status you can set its top priority and you can likewise set what sort of inquiry it is so what type of question it is you can also designate a specific representative to this question so you can simply 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 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 key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have actually replied to this customer you can also erase your actions 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 an organization that’s running this ticketing service and you have a comparable kind of reaction you require to give to each of your clients again and again you’re going to go into the services tab and over here you can see there is the categories you have actually general getting started with us orders and refunds info presents and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are already offered 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 just select this ticket certainly the question is different but i’m just picking this as a sample and now i’m simply going to choose 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 suggested options and canned kinds so you’re going to click suggested options and you can see different short articles that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your response 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 really simple formula for your agents to follow so they can quickly react to emails so another great function that freshdesk truly provides is developing groups so if you click on groups in the admin area you can develop various groups for various purposes so if a ticket and an issue is associated with billing you can designate a group member so over here i’ve appointed myself in this group and that individual might specify their role and make them the leader of this type of billing ticket besides that you can likewise designate various in the group area you can also designate various tickets to different groups and as soon as 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 customer escalations where customers may have elevated a certain circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and useful and i’ll capture you men in the next video Freshdesk Integration With Xero

 

 

Freshdesk Integration With Xero – effortless omnichannel service

So we are talking about…Freshdesk Integration With Xero…you can use freshdesk for customer support so let’s start first of all 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 register you’re gon na start which will pack your basic control panel 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 customize your aid desk you can validate your email and listed below that you can see you can include your language whatever kind of language you want 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 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 pick your support channel so how you can be contacted through phone email social media chat or kinds and below that you can include your customer assistance e-mail so if someone 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 group that is working for you if somebody is going to be selling the tickets for you you can invite them over here successive over here we have our dashboard 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 offer you a graph that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a good trend and listed below that you have your customer complete satisfaction and you can see the percentage of favorable reactions or negative responses even neutral actions and the overall responses that you have actually gotten on the right 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 suggestion on your basic dashboard 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 state let’s sort them by their status and now you can see urgent and high ones will be on the leading 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 want to view if you want to see the tickets that are assigned to a particular 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 listed below that you have your basic contact and business so you can view those whichever way that you have actually gotten in touch with people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your services tab so your service tab is a basic type of information tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Integration With Xero 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 options tab and 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 an assistance desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Integration With Xero

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 increase or decrease 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 team channels workflow representative productivity assistance operation and your basic account settings over here you can view the development or the information of a specific staff member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what sort of development you have actually made what turning points that you have reached and just how much efficiency each representative has you can view 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 include tags you can put it in a specific classification what kind of ticket this is you can change its status you can set its top priority and you can likewise set what kind of query it is so what kind of concern it is you can likewise assign a specific agent to this question so you can simply add a note basically 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 include this note now i’m going to reply to the customer so it’s automatically going to key in hi matt rogers that’s the client 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 also 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 company that’s running this ticketing service and you have a comparable type of response you require to provide to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the categories you have basic starting with us orders and refunds details presents and coupons 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 how long will shipment take that’s a question that is often asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the concern is different 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 reply to it and you can see when you’re responding to a customer on the bottom left you can see suggested services and canned forms so you’re going to click suggested solutions and you can see different short articles that are a pre-written answer to a customer question and you can just place that pre-written info into your reaction and send it without needing to

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

retype the very same kind of responses again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another great feature that freshdesk actually offers is creating groups so if you click groups in the admin section you can create different groups for different functions so if a ticket and an issue is associated with billing you can appoint a group member so over here i’ve assigned myself in this group which individual could specify their role and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can also 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 customers might have raised a specific circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll catch you people in the next video Freshdesk Integration With Xero