Helpscout Freshdesk Import – effortless omnichannel service

So we are talking about…Helpscout Freshdesk Import…you can utilize freshdesk for customer support so let’s get going 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 information and register for totally free as quickly as you register you’re gon na begin and that will pack 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 individualize your assistance desk you can validate your email and listed below that you can see you can add your language whatever kind of language you desire on your site alter the color of your logo 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 also 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 called via phone e-mail social media chat or types and listed below that you can include your customer support 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 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 control panel our control panel reveals our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na give you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to show you a great pattern and listed below that you have your customer fulfillment and you can see the portion of negative reactions or positive reactions even neutral actions and the total reactions that you have actually gotten 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 provide you a great little tip 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 just say let’s sort 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 type of tickets you wish to view if you wish 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 according to your requirements and successive listed below that you have your basic contact and companies so you can see those whichever way that you have contacted people you can see their e-mail 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 options tab so your option tab is a basic type of details tab which allows you to see your e-mail marketing your legal requirements

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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 reports and analytics reports are the standard general introduction of the number of tickets you may have offered what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also view your ticket volume trends so you can Helpscout Freshdesk Import

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or two 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 basic administrative settings your group channels workflow agent productivity support operation and your basic account settings over here you can see the progress 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 view your workflow and what sort of progress you have made what turning points that you have actually reached and how much productivity each representative has you can see 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 include tags you can put it in a particular classification what type of ticket this is you can alter its status you can set its priority and you can likewise set what sort of query it is so what type of concern it is you can likewise designate a specific agent to this question 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 problem 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 client so it’s automatically going to key in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m just going to send out that and now i have actually responded to this consumer you can also erase your actions within 10 seconds so if you slip up you can erase 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 comparable type of action you require to give to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the categories you have general getting going with us refunds and orders information gifts and vouchers and truths and concerns 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 for how long will delivery take that’s a question that is typically asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket undoubtedly the question is different however i’m just selecting this as a sample and now i’m just 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 options and canned types so you’re going to click on recommended options and you can see different articles that are a pre-written answer to a client concern and you can just place that pre-written information into your response and send it without needing to

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retype the same kind of answers again and again so this is a very simple formula for your agents to follow so they can quickly respond to emails so another terrific feature that freshdesk actually offers is developing groups so if you click groups in the admin area you can create various groups for different functions so if a problem and a ticket is connected to billing you can appoint a group member so over here i’ve designated myself in this group and that individual might specify their role and make them the leader of this sort of billing ticket other than that you can also designate different in the group section you can also designate 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 client escalations where clients might have elevated a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you men in the next video Helpscout Freshdesk Import