Freshdesk Send Invoices – effortless omnichannel service

So we are talking about…Freshdesk Send Invoices…you can use freshdesk for customer service so let’s get going first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as quickly as you register you’re gon na start 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 customize your assistance 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 change the color of your logo so as you can see i’m gon na go with a pink and below that you can also alter your menu color so i’m also gon na make that pink i guess or i should make that black yeah and so you can update those and next you’re gon na pick your support channel so how you can be called through phone email social networks chat or forms and listed below that you can add your consumer support e-mail so if someone is going to be calling 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 welcome them over here next up over here we have our control panel our control panel reveals our

 

unsolved tickets overdue 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 chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a great pattern and listed below that you have your customer fulfillment and you can see the portion of negative responses or favorable responses even neutral reactions and the total responses that you have actually received 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 add it over here and it’s gon na offer you a great little suggestion 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 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 ideal 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 assigned 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 below that you have your basic contact and business so you can see those whichever manner in which you have actually called people you can see their e-mail addresses uh their business titles their contact number 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 basic type of info tab which allows you to view your email marketing your legal requirements

Get Freshdesk Send Invoices support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is kind of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your analytics and reports reports are the basic general summary of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Send Invoices

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 boost 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 group channels workflow representative productivity support operation and your general account settings over here you can see the development or the details of a certain 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 made what turning points that you have actually reached and just how much performance each agent has you can view that from over here returning 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 include tags you can put it in a specific category what type of ticket this is you can alter its status you can set its priority and you can likewise set what kind of inquiry it is so what type of question it is you can also assign a particular agent to this query so you can simply include a note basically reply

 

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 include this note now i’m going to respond to the client so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m simply going to send that and now i have actually replied to this customer you can also delete your actions within 10 seconds so if you make a mistake you can erase them within a couple of seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a comparable type of reaction you require to offer to each of your consumers 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 information gifts and vouchers and realities and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will shipment take that’s a question that is frequently asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket obviously the question is different but i’m just selecting 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 forms so you’re going to click recommended options and you can see various articles that are a pre-written answer to a client concern and you can just place that pre-written information into your action and send it without having to

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

retype the exact same type of answers again and again so this is a very simple formula for your representatives to follow so they can quickly respond to e-mails so another terrific function that freshdesk actually supplies is developing groups so if you click groups in the admin section you can develop various groups for various functions so if a concern and a ticket is related to billing you can appoint a group member so over here i’ve appointed myself in this group which person could specify their function and make them the leader of this type of billing ticket aside from that you can also designate various in the group area you can also designate different tickets to various 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 client escalations where customers may have elevated a particular situation and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and useful and i’ll catch you people in the next video Freshdesk Send Invoices

 

 

Freshdesk Send Invoices – effortless omnichannel service

So we are talking about…Freshdesk Send Invoices…you can utilize freshdesk for client service so let’s start first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you register you’re gon na start and that will load 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 individualize your assistance desk you can confirm your e-mail and below that you can see you can include your language whatever sort of language you want on your website change the color of your logo design so as you can see i’m gon na choose 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 pick your support channel so how you can be gotten in touch with via phone email social networks chat or kinds and listed below that you can add your consumer 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 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

 

unsettled 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 shows you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and listed below that you have your client fulfillment and you can see the portion of favorable actions or negative responses even neutral actions and the overall reactions that you have gotten on the right side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na give you a good little pointer on your basic control panel 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 urgent and high ones will be on the top 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 kind of tickets you want to view if you want to see the tickets that are designated to a particular individual 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 listed below that you have your basic contact and companies so you can see those whichever way that you have called people you can see their email addresses uh their business titles their contact 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 enables you to see your e-mail marketing your legal requirements

Get Freshdesk Send Invoices support, customer, ticket, software, zendesk,

your service related statements so if there is something that is type of miscellaneous you will discover it in your options tab and below the solutions tab you have your analytics and reports reports are the basic general summary of how many tickets you may have offered what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Send Invoices

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or two what is the boost 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 group channels workflow representative productivity support 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 also view your workflow and what sort of development you have made what turning points that you have reached and how much efficiency each representative has you can view that from over here returning into tickets i’m going to show 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 add tags you can put it in a particular category what sort of ticket this is you can change its status you can set its concern and you can also set what type of inquiry it is so what kind of question it is you can also appoint a particular representative to this query so you can simply include a note basically reply

 

tto this person and now i’m going to simply tell them i will be resolving 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 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 out that and now i have responded to this customer 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 a business that’s running this ticketing service and you have a comparable type of action 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 categories you have actually basic beginning with us refunds and orders details presents and vouchers and realities 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 for how long will delivery take that’s a concern that is typically asked you can just publish this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket obviously 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 replying to a consumer on the bottom left you can see suggested solutions and canned types so you’re going to click on suggested services and you can see various short articles that are a pre-written answer to a client concern and you can just place that pre-written details into your response and send it without having to

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

retype the same sort of responses again and again so this is a really simple formula for your representatives to follow so they can quickly react to emails so another terrific function that freshdesk truly supplies is developing groups so if you click groups in the admin section you can create different groups for different purposes so if a concern and a ticket is associated with billing you can designate a group member so over here i’ve assigned myself in this group and that person could specify their role and make them the leader of this kind of billing ticket aside from that you can likewise assign different in the group section you can likewise assign different tickets to different 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 consumer escalations where consumers might have elevated a certain circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and handy and i’ll capture you guys in the next video Freshdesk Send Invoices