Freshdesk Save Filters – effortless omnichannel service

So we are talking about…Freshdesk Save Filters…you can use 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 details and sign up for totally free as soon as you sign up you’re gon na start which will load your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can validate your email and below that you can see you can add your language whatever kind of language you desire on your website change the color of your logo so as you can see i’m gon na choose 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 must make that black yeah and so you can update those and next you’re gon na pick your assistance channel so how you can be contacted via phone e-mail social networks chat or forms and listed below that you can add your consumer assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a team that is working for you if someone 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 give you a chart that shows you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice trend and below that you have your client satisfaction and you can see the percentage of favorable responses or negative actions even neutral actions and the overall actions that you have actually received on the right side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na offer you a great little pointer on your basic control panel 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 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 right side you can see over here you can filter out what type of tickets you wish to see if you wish to see the tickets that are assigned to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account information that you have about them listed below that you have your solutions tab so your option tab is a basic kind of information tab which allows you to see your e-mail marketing your legal requirements

Get Freshdesk Save Filters support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of various you will find it in your solutions tab and below the solutions tab you have your reports and analytics reports are the basic 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 likewise view your ticket volume trends so you can Freshdesk Save Filters

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered or so 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 agent performance support operation and your basic account settings over here you can view the development or the details of a certain employee or a group member and below that you can see your different channels of communication you can also view your workflow and what type of development you have actually made what turning points that you have reached and how much productivity each representative has you can see that from over here going back into tickets i’m going to reveal you how you can fix 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 category what kind of ticket this is you can alter its status you can set its top priority and you can also set what sort of query it is so what type of concern it is you can likewise appoint a particular agent to this query so you can simply include a note basically respond

 

tto this person and now i’m going to simply 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 client name this is jane doe what might be the problem with your product i’m just going to send that and now i have replied to this client you can likewise delete your actions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable kind of response you need to give to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general getting going with us refunds and orders info 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 readily available and let’s see for how long will delivery take that’s a concern that is often asked you can just release this draft and then return to ticketing i’m just gon na as a sample simply select this ticket clearly the question is different but i’m simply picking this as a sample and now i’m simply going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see suggested options and canned types so you’re going to click on suggested services and you can see various articles that are a pre-written answer to a consumer concern 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 answers again and again so this is an extremely easy formula for your agents to follow so they can easily respond to emails so another terrific feature that freshdesk really provides is developing groups so if you click on groups in the admin area you can develop various groups for different purposes so if a concern and a ticket is associated with billing you can appoint a group member so over here i have actually designated 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 likewise designate various 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 consumers may have raised a specific scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you people in the next video Freshdesk Save Filters

 

 

Freshdesk Save Filters – effortless omnichannel service

So we are talking about…Freshdesk Save Filters…you can use freshdesk for customer service so let’s get started first off you’re gon na start 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 register you’re gon na get going 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 help desk you can verify your email and below that you can see you can include your language whatever type of language you want on your site alter the color of your logo so as you can see i’m gon na opt for 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 need 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 called through phone email social media chat or types and below that you can add your customer 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 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 dashboard shows our

 

unsettled 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 worse it’s going to show you a nice trend and below that you have your client complete satisfaction and you can see the portion of positive actions or negative reactions even neutral responses and the total reactions that you have gotten on the right 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 give you a nice 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 state let’s sort 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 best 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 particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive below that you have your basic contact and business so you can see those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever kind of account details that you have about them below that you have your options tab so your service tab is a basic sort of information tab which enables you to see your email marketing your legal requirements

Get Freshdesk Save Filters support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of various you will find it in your services tab and below the services tab you have your analytics and reports reports are the standard general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Save Filters

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold or two what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative efficiency support operation and your general account settings over here you can view the progress or the information of a certain employee or a group member and below that you can see your various channels of communication you can likewise see your workflow and what sort of development you have made what milestones that you have actually reached and just how much performance each agent has you can view 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 add tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its top priority and you can also set what kind of inquiry it is so what type of concern it is you can also appoint a particular agent to this query so you can just add a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing 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 respond 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 problem with your product i’m just going to send that and now i have replied to this client you can likewise erase your actions 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 an organization that’s running this ticketing service and you have a similar kind of action you need to give to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually general getting started with us orders and refunds information presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a question that is frequently asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the question is different however i’m simply picking this as a sample and now i’m simply 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 recommended solutions and you can see various articles that are a pre-written answer to a customer question and you can just insert that pre-written details into your reaction and send it without having to

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

retype the same kind of answers again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another excellent feature that freshdesk really supplies is developing groups so if you click groups in the admin area you can develop various groups for various purposes so if a problem and a ticket is associated with billing you can designate a group member so over here i have actually appointed myself in this group and that individual might define their role and make them the leader of this type of billing ticket other than that you can also assign different in the group area you can also assign various tickets to various 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 consumers may have raised a particular scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and practical and i’ll catch you men in the next video Freshdesk Save Filters