Freshdesk Layout – effortless omnichannel service

So we are talking about…Freshdesk Layout…you can use freshdesk for client service so let’s get started to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you register you’re gon na begin which will load 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 personalize your help desk you can verify your e-mail and below that you can see you can include your language whatever kind of language you desire on your site alter the color of your logo so as you can see i’m gon na go with a pink and listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i should make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be called by means of phone e-mail social networks chat or types and below that you can include 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 welcome somebody to your team so if you have a group 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 control panel our dashboard 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 offer you a chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a good trend and below that you have your client satisfaction and you can see the percentage of unfavorable responses or favorable responses even neutral actions and the overall reactions 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 order of business you’re gon na include it over here and it’s gon na offer you a great little tip 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 just say let’s arrange them by their status and now you can see immediate and high ones will be on the leading 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 kind of tickets you wish 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 view them over here you can filter them out as per your requirements and successive below that you have your basic contact and business so you can see those whichever manner in which you have actually called individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them listed below that you have your solutions tab so your option tab is a general type of info tab which permits you to see your e-mail marketing your legal requirements

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

your service associated announcements so if there is something that is kind of various you will discover it in your options tab and listed 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 trend you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Layout

see on the best side you have your today’s ticket inside so how many tickets you might have sold or two 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 representative performance assistance operation and your basic account settings over here you can view the development 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 kind of progress you have made what turning points that you have actually reached and just how much performance 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 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 type of concern it is you can also designate a specific representative to this question so you can just add a note essentially reply

 

tto this person and now i’m going to just 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 respond to the customer so it’s automatically going to enter hi matt rogers that’s the client 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 replied to this consumer you can likewise delete your responses within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable sort of response you need to give to each of your customers again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually basic getting going with us orders and refunds details gifts and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see the length of time will delivery take that’s a concern that is often asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket obviously the question is various however i’m simply selecting 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 customer on the bottom left you can see suggested services and canned types so you’re going to click recommended solutions and you can see various posts that are a pre-written answer to a consumer question and you can just insert that pre-written info into your response and send it without needing to

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

retype the very same kind of answers again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another great feature that freshdesk actually supplies is developing groups so if you click groups in the admin section you can create various groups for different purposes so if a ticket and a concern is connected to billing you can appoint a group member so over here i’ve appointed myself in this group which person could define their function and make them the leader of this kind of billing ticket aside from that you can also designate various in the group section you can also assign various tickets to various 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 client escalations where customers might have raised a certain situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and useful and i’ll catch you people in the next video Freshdesk Layout

 

 

Freshdesk Layout – effortless omnichannel service

So we are talking about…Freshdesk Layout…you can utilize freshdesk for client service so let’s start to begin with you’re gon na begin 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 get started which will load 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 aid desk you can validate your email and below that you can see you can add your language whatever sort of language you want on your site 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 change your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be contacted via phone e-mail social networks chat or kinds and listed below that you can add your customer support email so if someone is going to be contacting 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 offering the tickets for you you can invite them over here successive over here we have our dashboard our control panel shows our

 

unsettled tickets overdue 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 better or worse it’s going to show you a great trend and listed below that you have your customer complete satisfaction and you can see the portion of unfavorable actions or positive reactions even neutral responses 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 need to add to your to-do list you’re gon na add it over here and it’s gon na give you a good little reminder on your basic control panel and now on the left side we’re gon na proceed 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 immediate and high ones will be on the top nevertheless 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 view them over here you can filter them out based on your requirements and successive 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 email 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 solutions tab so your option tab is a general kind of info tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Layout 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 solutions tab and below the services tab you have your analytics and reports 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 an aid desk in-depth ticket analysis and you can also view your ticket volume trends so you can Freshdesk Layout

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or two what is the increase or decrease 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 representative efficiency assistance operation and your general account settings over here you can view the progress or the information of a particular 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 actually reached and how much performance each representative has you can view 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 specific classification what sort of ticket this is you can change its status you can set its priority and you can likewise set what kind of query it is so what kind of question it is you can likewise designate a particular representative to this question so you can just add a note generally reply

 

tto this person and now i’m going to just tell them i will be resolving 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 immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m just going to send that and now i have responded to this client you can also delete your actions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable kind of action you require to offer to each of your customers 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 beginning with us refunds and orders info gifts and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will delivery take that’s a concern that is typically asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the question is different but i’m simply 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 customer on the bottom left you can see recommended options and canned types so you’re going to click on suggested options and you can see different posts that are a pre-written answer to a customer concern and you can simply insert that pre-written details into your reaction and send it without needing to

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

retype the same type of responses again and again so this is a very simple formula for your representatives to follow so they can quickly respond to e-mails so another fantastic function that freshdesk actually supplies is creating groups so if you click on groups in the admin area you can create different groups for different functions so if a concern and a ticket is associated with billing you can assign a group member so over here i’ve designated myself in this group which individual could specify their function and make them the leader of this sort of billing ticket other than that you can likewise appoint various in the group area you can likewise appoint various tickets to various groups and when 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 client escalations where consumers may have elevated a certain circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you guys in the next video Freshdesk Layout