Freshdesk Prepopulate Form – effortless omnichannel service

So we are talking about…Freshdesk Prepopulate Form…you can use freshdesk for customer care so let’s get started to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as soon as you sign up you’re gon na begin which will load your basic control panel 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 assistance desk you can verify your e-mail and below that you can see you can include your language whatever type 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 listed below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore 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 kinds and listed below that you can include your customer assistance email so if someone is going to be calling 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 selling the tickets for you you can welcome them over here next up over here we have our dashboard 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 give you a graph that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good trend and listed below that you have your customer satisfaction and you can see the percentage of positive responses or negative actions even neutral actions and the total actions that you have received on the ideal 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 offer you a good little tip 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 just say 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 want to view 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 needs and next up listed 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 phone numbers facebook twitter whatever type of account information that you have about them below that you have your solutions tab so your service tab is a general kind of info tab which enables you to see your e-mail marketing your legal requirements

Get Freshdesk Prepopulate Form support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of various you will find it in your options tab and listed below the solutions tab you have your analytics and reports reports are the fundamental general summary of how many tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Prepopulate Form

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold or so what is the increase or reduce 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 agent productivity assistance operation and your basic account settings over here you can see the development or the information of a particular team member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what type of development you have made what milestones that you have 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 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 specific 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 inquiry it is so what kind of concern it is you can also designate a particular representative to this inquiry so you can simply add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your concern now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the customer so it’s instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send that and now i have actually replied 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 e-mails so if you’re an organization that’s running this ticketing service and you have a comparable type of response you require to offer to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have basic beginning with us refunds and orders details gifts and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will delivery take that’s a concern that is typically asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the concern is various 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 reply to it and you can see when you’re replying to a consumer on the bottom left you can see suggested services and canned forms so you’re going to click on suggested solutions and you can see different articles that are a pre-written answer to a consumer question and you can simply insert that pre-written details into your response and send it without needing to

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

retype the same kind of responses again and again so this is a very easy formula for your representatives to follow so they can quickly respond to emails so another fantastic function that freshdesk actually provides is producing groups so if you click groups in the admin area you can develop different groups for various purposes so if a concern and a ticket is connected to billing you can assign a group member so over here i have actually assigned myself in this group which person might define their function and make them the leader of this type of billing ticket besides that you can also appoint different in the group section you can also assign different tickets to different 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 elevated a particular circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you people in the next video Freshdesk Prepopulate Form

 

 

Freshdesk Prepopulate Form – effortless omnichannel service

So we are talking about…Freshdesk Prepopulate Form…you can use freshdesk for customer care so let’s begin first of all 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 load your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and customize your help desk you can verify your e-mail and listed below that you can see you can include your language whatever sort of language you desire on your website 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 alter your menu color so i’m also 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 support channel so how you can be gotten in touch with through phone email social networks chat or types and listed below that you can include your customer support e-mail so if somebody 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 next up over here we have our dashboard our control panel 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 graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a good trend and below that you have your consumer fulfillment and you can see the portion of positive responses or unfavorable reactions even neutral reactions and the total actions that you have actually gotten on the ideal side you’re gon na have your to-do list so something that you require to add to your order of business 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 state 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 sort of tickets you want to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up below that you have your basic contact and business so you can view those whichever way that you have actually contacted people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account details that you have about them below that you have your solutions tab so your solution tab is a general kind of details tab which allows you to see your email marketing your legal requirements

Get Freshdesk Prepopulate Form support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the standard general summary of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Prepopulate Form

see on the best side you have your today’s ticket inside so the number of tickets you might 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 listed below that you have your general administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can view the progress or the information of a certain staff member or a group member and below that you can see your various channels of communication you can also view your workflow and what kind of development you have made what milestones that you have reached and 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 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 particular classification what kind of ticket this is you can alter its status you can set its priority and you can likewise set what sort of question it is so what kind of concern it is you can likewise assign a specific agent to this question so you can simply add a note generally reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your concern 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 respond to the consumer so it’s automatically going to type in hi matt rogers that’s the customer name this is jane doe what might be the problem with your item i’m simply going to send that and now i have actually responded to this client 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 service that’s running this ticketing service and you have a similar type of response you require 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 general getting started with us refunds and orders info gifts and vouchers and truths 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 how long will delivery take that’s a question that is often asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just select this ticket clearly the concern is different however i’m simply choosing 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 replying to a consumer on the bottom left you can see suggested options and canned types so you’re going to click suggested services and you can see various short articles that are a pre-written answer to a client question 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 sort of answers again and again so this is a really easy formula for your agents to follow so they can quickly react to emails so another excellent feature that freshdesk truly offers is producing 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 related to billing you can assign a group member so over here i have actually appointed myself in this group and that individual might specify their role and make them the leader of this type of billing ticket other than that you can likewise designate various in the group section you can also designate different tickets to different groups and as soon as 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 clients may have raised a specific situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll catch you men in the next video Freshdesk Prepopulate Form