Freshdesk Outlook Plugin – effortless omnichannel service

So we are talking about…Freshdesk Outlook Plugin…you can use freshdesk for client service so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you sign up you’re gon na get going which will fill your basic dashboard 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 customize your assistance desk you can confirm your e-mail and below that you can see you can include your language whatever kind 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 also 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 choose your assistance channel so how you can be gotten in touch with through phone e-mail social networks chat or kinds and below that you can include your client support e-mail so if somebody is going to be calling you you can set that email over here and next up you can invite someone to your group so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard 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 chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a great trend and below that you have your customer fulfillment and you can see the portion of positive reactions or negative responses even neutral reactions and the total actions that you have received 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 add it over here and it’s gon na offer you a nice little suggestion on your basic control panel and now on the left side we’re gon na move 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 high and immediate ones will be on the top 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 type of tickets you wish to view if you want to see the tickets that are appointed to a specific person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and business so you can see those whichever way that you have actually contacted people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your services tab so your option tab is a basic type of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Outlook Plugin support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the solutions tab you have your reports and analytics reports are the fundamental 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 extensive ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Outlook Plugin

see on the right side you have your today’s ticket inside so how many tickets you may have offered or so what is the boost or decrease in these sales you can see getting seven 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 general account settings over here you can see the development or the information of a particular employee or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what kind of progress you have actually made what milestones that you have actually reached and how much productivity each representative has you can see 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 add tags you can put it in a specific category what type of ticket this is you can alter its status you can set its priority and you can also set what kind of query it is so what kind of question it is you can likewise appoint a particular representative to this question so you can simply add a note basically respond

 

tto this person and now i’m going to just 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 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 product i’m just going to send that and now i have actually replied to this consumer you can also erase your reactions within 10 seconds so if you make a mistake 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 similar kind of response you need to provide 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 information 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 offered and let’s see the length of time will shipment take that’s a concern that is frequently asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket certainly the concern is different however i’m just 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 responding to a client on the bottom left you can see recommended services and canned kinds so you’re going to click on 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 information into your response 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 an extremely simple formula for your agents to follow so they can quickly respond to e-mails so another excellent function that freshdesk actually provides is developing groups so if you click on groups in the admin section you can create various groups for various functions so if an issue and a ticket is related to billing you can designate a group member so over here i’ve appointed myself in this group which individual might specify their role and make them the leader of this type of billing ticket aside from that you can also designate various in the group area you can also assign various tickets to different 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 may have elevated a specific scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll catch you men in the next video Freshdesk Outlook Plugin

 

 

Freshdesk Outlook Plugin – effortless omnichannel service

So we are talking about…Freshdesk Outlook Plugin…you can utilize freshdesk for customer service so let’s start first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na get going and that will fill your basic dashboard 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 help desk you can confirm your email and listed below that you can see you can add your language whatever kind of language you desire on your website alter the color of your logo so as you can see i’m gon na choose 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 should make that black yeah therefore you can update those and next you’re gon na choose your support channel so how you can be contacted through phone email social networks chat or types and below that you can include your consumer support email so if someone is going to be calling you you can set that e-mail over here and next up you can invite 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 control panel our dashboard reveals our

 

unresolved 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 reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a great trend and below that you have your customer satisfaction and you can see the percentage of favorable responses or negative responses even neutral reactions and the total reactions that you have actually gotten on the ideal side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a nice little suggestion 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 say let’s arrange them by their status and now you can see urgent and high ones will be on the top 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 kind of tickets you want to see if you want to see the tickets that are appointed 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 next up listed below that you have your basic contact and business so you can see those whichever way that you have called individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your services tab so your option tab is a basic type of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Outlook Plugin 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 options tab and below the options tab you have your analytics and reports reports are the basic general overview of how many 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 see your ticket volume patterns so you can Freshdesk Outlook Plugin

see on the right side you have your today’s ticket inside so how many tickets you may have sold or two what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow representative productivity assistance operation and your general account settings over here you can see the progress or the information of a certain employee or a group member and below that you can see your different channels of communication you can likewise view your workflow and what sort of progress you have made what turning points 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 include tags you can put it in a specific category what kind of ticket this is you can change its status you can set its concern and you can likewise set what sort of question it is so what type of question 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 resolving 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 client 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 product i’m just going to send out that and now i have actually replied to this consumer you can likewise delete your responses within 10 seconds so if you slip up you can erase 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 type of response you need to offer to each of your consumers 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 starting with us refunds and orders details presents and discount coupons and facts and concerns 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 often asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is various but i’m simply 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 responding to a customer on the bottom left you can see suggested solutions and canned forms so you’re going to click recommended options and you can see different articles that are a pre-written answer to a customer question and you can simply insert that pre-written info into your reaction and send it without having to

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

retype the exact same sort of responses again and again so this is a very easy formula for your agents to follow so they can quickly respond to emails so another excellent feature that freshdesk actually offers is developing groups so if you click on groups in the admin area you can produce different groups for different functions so if a concern and a ticket is related to billing you can appoint a group member so over here i’ve assigned myself in this group and that individual might specify their function and make them the leader of this type of billing ticket besides that you can also appoint different in the group area you can likewise assign various tickets to various 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 might have elevated a specific situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and practical and i’ll capture you people in the next video Freshdesk Outlook Plugin