Freshdesk Klaviyo – effortless omnichannel service

So we are talking about…Freshdesk Klaviyo…you can use freshdesk for client service so let’s get going first off you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you register you’re gon na start and that will pack your basic dashboard 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 personalize your help desk you can confirm your e-mail and listed below that you can see you can add your language whatever type of language you want on your site alter the color of your logo 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 should make that black yeah therefore you can update those and next you’re gon na select your assistance channel so how you can be called by means of phone e-mail social media chat or kinds and below that you can add your client support e-mail so if someone is going to be contacting you you can set that email over here and next up you can invite 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 welcome them over here next up over here we have our dashboard our dashboard shows 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 graph that shows you the trends so if the tickets are selling out better or worse it’s going to reveal you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of favorable reactions or unfavorable actions even neutral actions and the overall actions that you have received on the best side you’re gon na have your order of business 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 move 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 immediate 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 type of tickets you want to view if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and next up below that you have your basic contact and companies so you can see those whichever manner in which you have gotten in touch with individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever kind of account details that you have about them listed below that you have your services tab so your service tab is a general type of information tab which permits you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is kind of various you will find it in your options tab and listed below the services tab you have your reports and analytics reports are the standard general summary of the number of tickets you may 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 likewise view your ticket volume patterns so you can Freshdesk Klaviyo

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered or so what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity 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 communication you can also see your workflow and what type of progress you have actually made what turning points that you have reached and just how much productivity each agent has you can see that from over here going back 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 particular category what sort of ticket this is you can change its status you can set its concern and you can also set what sort of query it is so what kind of concern it is you can also designate a particular agent to this query so you can simply include a note generally reply

 

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 upgrade the status i’m going to include this note now i’m going to reply to the client so it’s instantly going to key in hi matt rogers that’s the consumer 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 responded 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 a business that’s running this ticketing service and you have a comparable sort of response you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have general getting going with us refunds and orders details presents and discount coupons and realities 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 for how long will shipment take that’s a concern that is typically asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket obviously the concern is different however i’m just choosing this as a sample and now i’m simply 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 client on the bottom left you can see suggested solutions and canned kinds so you’re going to click on recommended options and you can see different posts that are a pre-written answer to a client concern and you can just insert that pre-written info into your reaction and send it without needing to

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retype the exact same type of responses again and again so this is a really simple formula for your representatives to follow so they can quickly respond to emails so another fantastic function that freshdesk truly offers is creating groups so if you click groups in the admin area you can create different groups for different purposes so if a ticket and a problem is related to billing you can appoint a group member so over here i’ve designated myself in this group which individual might define their function and make them the leader of this kind of billing ticket besides that you can likewise designate different in the group section you can likewise assign 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 clients may have raised a certain 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 catch you men in the next video Freshdesk Klaviyo