Freshdesk Make Private Note Public – effortless omnichannel service

So we are talking about…Freshdesk Make Private Note Public…you can use freshdesk for customer service so let’s get going 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 information and sign up for complimentary as soon as you register you’re gon na get going and that will pack 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 personalize your help desk you can verify your email and below that you can see you can include your language whatever type of language you want on your site change the color of your logo so as you can see i’m gon na go with 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 must make that black yeah and so you can update those and next you’re gon na choose your assistance channel so how you can be contacted by means of phone email social networks chat or forms and below that you can add your customer assistance e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your team 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 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 provide you a graph that shows you the trends so if the tickets are selling out much better or worse it’s going to show you a nice pattern and below that you have your client satisfaction and you can see the portion of unfavorable actions or favorable responses even neutral actions and the overall responses that you have actually received on the best side you’re gon na have your order of business so something that you require 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 reminder on your basic dashboard and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s just state 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 right side you can see over here you can filter out what kind of tickets you want 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 as per 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 email addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them listed below that you have your services tab so your option tab is a basic sort of information tab which enables you to view your email marketing your legal requirements

Get Freshdesk Make Private Note Public support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind 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 standard general overview of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Freshdesk Make Private Note Public

see on the best side you have your today’s ticket inside so the number of tickets you might have offered or two what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can view the development or the information of a specific team member or a group member and listed below that you can see your different channels of communication you can likewise view your workflow and what sort of development you have actually made what milestones that you have actually reached and how much efficiency each representative has you can view that from over here going back 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 type of question it is so what kind of question it is you can also assign a specific representative to this question so you can just include a note generally reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s immediately going to enter hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m just going to send out that and now i have actually replied to this customer you can also delete your actions 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 business that’s running this ticketing service and you have a comparable type of response you require to offer to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have actually general getting going with us refunds and orders info presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will shipment take that’s a concern that is often asked you can just publish this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket certainly the concern is different 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 customer 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 concern and you can simply 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 type of answers again and again so this is an extremely easy formula for your agents to follow so they can easily react to e-mails so another terrific function that freshdesk really supplies is developing groups so if you click groups in the admin section you can create different groups for various functions so if a ticket and a problem is associated with billing you can designate a group member so over here i have actually designated myself in this group which individual might define their role and make them the leader of this sort of billing ticket besides that you can also assign different in the group section you can also assign various tickets to various groups and when 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 clients might have raised a certain situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and practical and i’ll capture you guys in the next video Freshdesk Make Private Note Public

 

 

Freshdesk Make Private Note Public – effortless omnichannel service

So we are talking about…Freshdesk Make Private Note Public…you can use freshdesk for customer support so let’s get started to begin with you’re gon na begin your complimentary 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 start 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 set up your account so over here and individualize your assistance desk you can validate your email and below that you can see you can include your language whatever type 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 should make that black yeah therefore you can upgrade those and next you’re gon na choose your assistance channel so how you can be gotten in touch with by means of phone e-mail social media chat or types and listed below that you can include your consumer 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 group 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 control panel 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 offer you a graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good trend and below that you have your consumer satisfaction and you can see the percentage of favorable responses or negative reactions even neutral responses and the overall responses that you have actually received on the ideal side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na include 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 arrange your tickets over here so let’s just say let’s sort them by their status and now you can see high and urgent ones will be on the leading 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 view if you wish to see the tickets that are appointed 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 needs and successive below that you have your basic contact and companies so you can see those whichever way that you have actually called people you can see their email addresses uh their business titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your option tab is a general sort of info tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Make Private Note Public support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of miscellaneous you will discover it in your services tab and listed below the services tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can also see your ticket volume trends so you can Freshdesk Make Private Note Public

see on the right side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative efficiency assistance operation and your general account settings over here you can view the progress or the information of a specific staff member or a group member and below that you can see your different channels of interaction you can also see your workflow and what type of development you have made what milestones that you have actually reached and 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 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 category what type of ticket this is you can change its status you can set its priority and you can also set what type of inquiry it is so what type of question it is you can likewise designate a particular agent to this inquiry so you can just add a note basically reply

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your issue 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 consumer so it’s instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m simply going to send out that and now i have actually replied to this consumer you can likewise erase your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable type of action you need to offer to each of your clients again and again you’re going to enter into the services tab and over here you can see there is the categories you have general beginning with us refunds and orders information gifts and vouchers and realities and questions so in fact in questions you can see over here there is some draft templates that are already available and let’s see for how long will shipment take that’s a concern that is frequently asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket obviously the question is different but 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 respond to it and you can see when you’re replying to a customer 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 consumer concern and you can simply place that pre-written info into your action and send it without having to

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

retype the same type of answers again and again so this is a really easy formula for your agents to follow so they can quickly respond to emails so another terrific function that freshdesk actually offers is creating groups so if you click groups in the admin area you can develop different groups for different functions so if a ticket and an issue is related to billing you can appoint a group member so over here i’ve assigned myself in this group which individual could specify their function and make them the leader of this type of billing ticket aside from that you can also assign different in the group area you can also designate different 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 customers may have elevated a particular circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you people in the next video Freshdesk Make Private Note Public