Freshdesk Support Portal – effortless omnichannel service

So we are talking about…Freshdesk Support Portal…you can use freshdesk for client service so let’s get started 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 complimentary as quickly as you register you’re gon na get going which will load 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 customize your aid desk you can validate your email and 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 design so as you can see i’m gon na choose 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 must make that black yeah and so you can upgrade those and next you’re gon na choose your support channel so how you can be contacted through phone e-mail social media chat or types and listed below that you can add your consumer support e-mail so if somebody is going to be calling you you can set that e-mail 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 welcome them over here successive 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 offer you a graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a great pattern and below that you have your consumer complete satisfaction and you can see the portion of positive actions or unfavorable actions even neutral reactions and the overall responses that you have gotten on the best side you’re gon na have your order of business so something that you need to add 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 proceed 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 high and immediate 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 sort of tickets you wish to see if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and next up listed below that you have your basic contact and business so you can see those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your solutions tab so your service tab is a general sort of details tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Support Portal support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of miscellaneous you will discover it in your options tab and below the services tab you have your analytics and reports reports are the standard general introduction of the number of tickets you might have sold what is the ticket volume trend 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 Support Portal

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or decrease 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 efficiency assistance operation and your basic account settings over here you can view the progress or the details of a certain team member or a group member and below that you can see your various channels of communication you can likewise see your workflow and what kind of progress you have made what turning points that you have actually reached and how much efficiency each representative has you can view 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 specific category what kind of ticket this is you can change its status you can set its top priority and you can also set what kind of query it is so what type of question it is you can also appoint a specific agent to this question so you can simply include a note generally respond

 

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 include this note now i’m going to reply to the customer 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 item i’m simply going to send that and now i have responded to this consumer you can also delete your responses within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar kind of reaction you need to provide to each of your clients 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 going with us orders and refunds info presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see for how long will shipment take that’s a question that is often asked you can simply release this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the question is various however i’m just picking this as a sample and now i’m just 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 client 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 various short articles that are a pre-written answer to a customer question and you can just insert that pre-written information into your reaction and send it without having 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 agents to follow so they can quickly react to emails so another excellent feature that freshdesk truly supplies is producing groups so if you click on groups in the admin section you can create various groups for different purposes so if a ticket and a concern is associated with billing you can designate a group member so over here i have actually designated myself in this group which person could define their role and make them the leader of this kind of billing ticket other than that you can likewise assign various in the group area you can also assign various 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 consumer escalations where consumers might have raised a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you people in the next video Freshdesk Support Portal

 

 

Freshdesk Support Portal – effortless omnichannel service

So we are talking about…Freshdesk Support Portal…you can utilize freshdesk for customer care so let’s get going first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you sign up you’re gon na get going which will pack your basic dashboard 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 individualize your assistance desk you can verify your e-mail and below that you can see you can add your language whatever kind of language you want on your site 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 alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah and so you can update those and next you’re gon na select your support channel so how you can be gotten in touch with via phone email social networks chat or types and below that you can add your client support email so if someone is going to be contacting you you can set that email over here and next up you can invite someone 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 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 give you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a great trend and listed below that you have your consumer satisfaction and you can see the percentage of negative reactions or favorable reactions even neutral responses and the overall reactions that you have actually received on the right side you’re gon na have your to-do list so something that you need 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 reminder 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 simply state let’s sort them by their status and now you can see high and immediate 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 type of tickets you wish to view if you want to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can see 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 view those whichever manner in which you have actually gotten in touch with 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 listed below that you have your solutions tab so your solution tab is a basic kind of info tab which enables you to see your email marketing your legal requirements

Get Freshdesk Support Portal support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is kind of various you will discover it in your solutions tab and below the options tab you have your reports and analytics reports are the standard general introduction of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk thorough ticket analysis and you can also see your ticket volume trends so you can Freshdesk Support Portal

see on the best side you have your today’s ticket inside so the number of tickets you might have sold approximately 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 group channels workflow representative performance assistance operation and your general account settings over here you can view the development or the information of a particular employee or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what sort of progress you have actually made what turning points that you have actually reached and just how much productivity 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 include 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 kind of query it is so what type of concern it is you can likewise assign a specific representative to this question so you can just add a note essentially respond

 

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 upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s immediately 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 out that and now i have responded to this consumer you can likewise delete your responses within 10 seconds so if you make a mistake 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 sort of response you need to offer to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the categories you have general starting with us orders and refunds info gifts and discount coupons and facts and concerns 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 concern that is typically asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is various but i’m just choosing this as a sample and now i’m simply going to select this as a sample and i’m going to respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended options and canned kinds so you’re going to click on suggested solutions and you can see various articles that are a pre-written answer to a consumer question and you can just insert that pre-written information 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 simple formula for your representatives to follow so they can easily react to emails so another terrific function that freshdesk really provides is producing groups so if you click groups in the admin area you can develop different groups for various functions so if a problem and a ticket is connected to billing you can assign a group member so over here i have actually designated myself in this group and that person might define their role and make them the leader of this kind of billing ticket aside from that you can likewise designate different in the group area you can likewise assign various 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 might have raised a specific situation 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 helpful and i’ll catch you men in the next video Freshdesk Support Portal