Freshdesk Report Refresh – effortless omnichannel service

So we are talking about…Freshdesk Report Refresh…you can use freshdesk for customer support so let’s begin first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na start and that will fill your basic dashboard 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 assistance desk you can confirm your e-mail and listed below that you can see you can add your language whatever sort of language you want on your website alter the color of your logo design 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 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 support channel so how you can be contacted via phone e-mail social media chat or forms and listed below that you can add your consumer 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 invite somebody to your group 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 overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a graph that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a good trend and listed below that you have your consumer complete satisfaction and you can see the portion of unfavorable actions or favorable actions even neutral actions and the overall actions that you have actually 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 add it over here and it’s gon na provide you a good little pointer on your basic control panel and now on the left side we’re gon na carry 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 immediate and high ones will be on the leading however 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 sort of tickets you want to view if you wish 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 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 gotten in touch with people you can see their email addresses uh their company 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 email marketing your legal requirements

Get Freshdesk Report Refresh support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is type of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the standard general introduction 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 thorough ticket analysis and you can likewise view your ticket volume trends so you can Freshdesk Report Refresh

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or decrease 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 productivity support operation and your general account settings over here you can view the progress or the details of a particular team member or a group member and below that you can see your various channels of interaction you can also view your workflow and what kind of progress you have actually made what milestones 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 category what type of ticket this is you can alter its status you can set its priority and you can also set what sort of inquiry it is so what kind of concern it is you can also appoint a particular agent to this inquiry so you can just include 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 update the status i’m going to add this note now i’m going to respond to the customer so it’s automatically going to type in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send that and now i have actually replied to this client you can also erase your reactions 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 service that’s running this ticketing service and you have a similar kind of action you require 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 general starting with us refunds and orders details presents and vouchers and truths 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 delivery take that’s a concern that is frequently asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly 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 responding to a client on the bottom left you can see recommended solutions and canned kinds so you’re going to click recommended options and you can see various posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written information into your action and send it without needing to

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

retype the exact same type of responses again and again so this is a really easy formula for your representatives to follow so they can quickly respond to emails so another excellent function that freshdesk truly supplies is creating groups so if you click groups in the admin area you can create various groups for different purposes so if a ticket and an issue is related to billing you can assign a group member so over here i’ve designated myself in this group and that person could define their role and make them the leader of this sort of billing ticket other than that you can also appoint different in the group area you can likewise assign 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 elevated a specific circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll capture you people in the next video Freshdesk Report Refresh

 

 

Freshdesk Report Refresh – effortless omnichannel service

So we are talking about…Freshdesk Report Refresh…you can use freshdesk for customer service so let’s begin 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 details and sign up for totally free as soon as you sign up you’re gon na get started 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 individualize your help desk you can confirm your email and listed below that you can see you can include your language whatever type of language you desire on your website change 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 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 upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with via phone e-mail social media chat or kinds and below that you can include your consumer assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite somebody 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 reveals 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 shows you the trends so if the tickets are selling out much better or worse it’s going to show you a good pattern and below that you have your consumer satisfaction and you can see the percentage of negative actions or positive actions even neutral responses and the total actions that you have actually gotten on the ideal 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 offer you a good little suggestion 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 say let’s arrange 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 right 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 designated to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and successive below that you have your basic contact and business so you can see those whichever way that you have gotten in touch with individuals you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your service tab is a basic sort of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk Report Refresh support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will find it in your services tab and listed below the services tab you have your analytics and reports reports are the standard general summary of the number of tickets you may 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 Report Refresh

see on the best side you have your today’s ticket inside so how many tickets you might have sold or two 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 representative performance support operation and your basic account settings over here you can see the progress or the details of a certain staff member or a group member and below that you can see your various channels of interaction you can also view your workflow and what sort of development you have actually made what turning points that you have reached and how much performance each agent has you can see 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 category 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 concern it is you can likewise assign a particular agent to this query so you can just include a note generally reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your issue 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 reply to the client so it’s immediately 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 simply going to send that and now i have actually responded to this consumer you can likewise delete your responses within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar type of reaction you require to provide to each of your consumers 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 general beginning with us orders and refunds details gifts and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see the length of time will delivery take that’s a concern that is frequently asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket clearly the concern is different however i’m simply selecting this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re replying to a customer on the bottom left you can see suggested options and canned kinds so you’re going to click suggested services and you can see different articles that are a pre-written answer to a customer concern and you can simply place that pre-written information into your action and send it without needing to

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

retype the exact same kind of responses again and again so this is a really simple formula for your agents to follow so they can easily react to emails so another great feature that freshdesk really supplies is producing groups so if you click on groups in the admin area you can develop various groups for various functions 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 and that person could define their role and make them the leader of this sort of billing ticket aside from that you can also appoint different in the group area you can likewise designate different 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 scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and handy and i’ll capture you guys in the next video Freshdesk Report Refresh