Freshdesk Push To Outlook – effortless omnichannel service

So we are talking about…Freshdesk Push To Outlook…you can utilize freshdesk for customer support so let’s start first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you sign up you’re gon na begin and that 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 personalize your assistance desk you can confirm your email and below that you can see you can include your language whatever type of language you desire on your site 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 change 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 assistance channel so how you can be contacted through phone e-mail social media chat or kinds and below that you can include your client assistance email 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 team so if you have a team that is working for you if someone is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our control panel 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 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 good pattern and below that you have your consumer fulfillment and you can see the percentage of unfavorable responses or favorable reactions even neutral responses and the total responses that you have actually gotten on the best 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 great little suggestion 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 say 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 wish to see if you wish to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can view 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 see those whichever manner in which you have contacted individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your services tab so your solution tab is a basic sort of information tab which allows you to view your email marketing your legal requirements

Get Freshdesk Push To Outlook support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will find it in your services tab and listed below the options tab you have your reports and analytics reports are the standard general overview 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 view your ticket volume trends so you can Freshdesk Push To Outlook

see on the best side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed 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 see the progress or the details of a specific employee or a group member and listed below that you can see your various channels of communication you can also view your workflow and what type of development you have actually made what milestones that you have actually reached and just how much performance each representative has you can see that from over here going back 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 particular classification what type of ticket this is you can change its status you can set its priority and you can also set what type of question it is so what type of concern it is you can also appoint a specific 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 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 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 that and now i have actually responded to this consumer you can also delete your responses within 10 seconds so if you make a mistake you can delete 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 comparable type of reaction you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have basic getting going with us orders and refunds details presents and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see the length of time will delivery take that’s a concern that is often asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket clearly the concern is different but i’m just picking 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 responding to a client on the bottom left you can see recommended options and canned kinds so you’re going to click suggested options and you can see various short articles that are a pre-written answer to a customer concern and you can simply insert that pre-written info into your action 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 very easy formula for your agents to follow so they can easily react to emails so another terrific function that freshdesk really offers is producing groups so if you click on groups in the admin area you can produce different groups for various functions so if a ticket and a concern is connected to billing you can designate a group member so over here i have actually assigned myself in this group and that individual could specify their role and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can also designate different 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 client escalations where consumers might have raised a certain situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and helpful and i’ll capture you men in the next video Freshdesk Push To Outlook

 

 

Freshdesk Push To Outlook – effortless omnichannel service

So we are talking about…Freshdesk Push To Outlook…you can use freshdesk for customer service so let’s begin first of all you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you register you’re gon na get started and that will pack your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and customize your aid 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 website alter the color of your logo design so as you can see i’m gon na opt for 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 update those and next you’re gon na choose your assistance channel so how you can be contacted through phone email social media chat or kinds and below that you can add your consumer assistance email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your group so if you have a team 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 offer you a graph that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your consumer fulfillment and you can see the portion of favorable reactions or unfavorable actions even neutral reactions and the overall reactions that you have gotten on the best side you’re gon na have your order of business 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 give you a good 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 state let’s arrange them by their status and now you can see urgent and high ones will be on the top 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 see if you want to see the tickets that are designated to a particular 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 listed below that you have your basic contact and companies so you can view those whichever way that you have actually called people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your service tab is a general kind of info tab which permits you to see your email marketing your legal requirements

Get Freshdesk Push To Outlook support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will discover it in your services tab and below the options tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Push To Outlook

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or two what is the boost or reduce in these sales you can see receiving seven 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 general account settings over here you can view the development 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 also see your workflow and what type of development you have actually made what turning points that you have reached and just how much efficiency each representative has you can view that from over here returning 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 add tags you can put it in a specific classification what type of ticket this is you can alter 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 also designate a particular agent to this query so you can simply add a note basically reply

 

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 upgrade the status i’m going to include this note now i’m going to reply to the client so it’s instantly going to type in hi matt rogers that’s the customer 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 responded to this customer you can likewise erase your reactions 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 a service that’s running this ticketing service and you have a similar sort of reaction you need to offer to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually general getting going with us refunds and orders details presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are already available and let’s see the length of time will shipment take that’s a question that is often asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample simply select this ticket certainly 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 recommended options and canned types so you’re going to click recommended solutions and you can see different articles that are a pre-written answer to a client concern and you can simply place 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 really simple formula for your representatives to follow so they can easily react to e-mails so another fantastic function that freshdesk actually offers is developing groups so if you click on groups in the admin area you can produce different groups for various purposes so if a ticket and a concern is connected to billing you can assign a group member so over here i have actually designated myself in this group which person might specify their role and make them the leader of this kind of billing ticket besides that you can also appoint various in the group section you can likewise appoint different tickets to various 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 customer escalations where consumers might have elevated a certain scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll capture you guys in the next video Freshdesk Push To Outlook