Freshdesk Portal – effortless omnichannel service

So we are talking about…Freshdesk Portal…you can use freshdesk for client service so let’s begin to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as soon as you sign up you’re gon na begin which 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 individualize your aid desk you can confirm your e-mail and listed below that you can see you can add your language whatever kind of language you want on your website alter 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 must make that black yeah and so you can upgrade those and next you’re gon na choose your support channel so how you can be called through phone e-mail social media chat or forms and below that you can include your customer support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody 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 next up over here we have our control panel our dashboard shows our

 

unresolved 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 chart that reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a good trend and listed below that you have your customer fulfillment and you can see the portion of unfavorable responses or favorable actions even neutral responses and the total actions that you have received on the best side you’re gon na have your order of business so something that you require to add to your order of business you’re gon na add it over here and it’s gon na provide you a great little pointer 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 simply state let’s sort them by their status and now you can see high and immediate 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 kind 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 as per your requirements and successive listed below that you have your basic contact and companies so you can see those whichever way that you have contacted people you can see their e-mail 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 basic sort of details tab which enables you to see your email marketing your legal requirements

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your service associated statements so if there is something that is sort 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 fundamental general overview of the number of tickets you might 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 Portal

see on the best side you have your today’s ticket inside so how many tickets you may have sold or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent performance support operation and your general account settings over here you can view the development 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 likewise see your workflow and what type of progress you have made what turning points that you have reached and just how much performance 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 kind of question it is so what type of concern it is you can also designate a specific representative to this question so you can just include a note essentially 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 add 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 concern with your product i’m simply going to send out that and now i have actually responded to this consumer you can also erase your responses 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 business that’s running this ticketing service and you have a similar type of reaction you require to give 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 classifications you have actually basic starting with us refunds and orders info gifts and coupons 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 how long will delivery take that’s a question 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 simply select this ticket clearly 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 client on the bottom left you can see recommended options and canned kinds so you’re going to click on recommended 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 response and send it without having to

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retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily react to emails so another excellent feature that freshdesk truly provides is creating groups so if you click on groups in the admin area you can produce various groups for various purposes so if an issue and a ticket is associated with billing you can designate a group member so over here i have actually designated myself in this group and that person might define their role and make them the leader of this type of billing ticket aside from that you can likewise appoint different in the group area you can also appoint various tickets to different 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 consumer escalations where clients might have elevated a specific circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys found this easy to understand and handy and i’ll catch you people in the next video Freshdesk Portal