Highrise Integration With Freshdesk – effortless omnichannel service

So we are talking about…Highrise Integration With Freshdesk…you can use freshdesk for customer service so let’s start first of all you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you sign up you’re gon na get going and that will pack 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 validate your e-mail and below that you can see you can include your language whatever sort of language you desire on your website change the color of your logo so as you can see i’m gon na go with a pink and below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i ought to make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be contacted by means of phone email social media chat or types and listed below that you can include your consumer assistance 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 group 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 dashboard 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 give you a chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a good pattern and listed below that you have your consumer satisfaction and you can see the portion of positive reactions or negative reactions even neutral reactions and the total reactions that you have gotten 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 give you a great little suggestion on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s just state let’s arrange 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 see if you want to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and next up 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 company titles their phone numbers facebook twitter whatever sort of account details that you have about them below that you have your services tab so your solution tab is a basic kind of info tab which permits you to view 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 options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general introduction of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Highrise Integration With Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you might have sold or so what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative performance assistance operation and your general account settings over here you can see the progress or the information of a particular staff member or a group member and below that you can see your different channels of interaction you can also see your workflow and what sort of development you have made what turning points that you have actually reached and how much performance each representative has you can see that from over here returning into tickets i’m going to show 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 specific category what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of query it is so what type of question it is you can also assign a specific representative to this inquiry so you can simply include a note generally reply

 

tto this person and now i’m going to simply tell them i will be resolving 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 include this note now i’m going to respond to the client so it’s automatically going to type in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually responded 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 e-mails so if you’re a service that’s running this ticketing service and you have a similar kind of reaction you require to offer to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the categories you have basic getting started with us refunds and orders details presents and coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will delivery take that’s a question that is frequently asked you can simply publish this draft and after that go back to ticketing i’m just gon na as a sample just choose this ticket certainly the question is various however i’m just 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 consumer on the bottom left you can see recommended services and canned kinds so you’re going to click suggested options and you can see different short articles that are a pre-written answer to a consumer question and you can just place that pre-written information into your response and send it without needing to

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retype the very same sort of responses again and again so this is an extremely easy formula for your representatives to follow so they can easily react to emails so another fantastic feature that freshdesk truly supplies is creating groups so if you click groups in the admin area you can develop different groups for various purposes so if a problem and a ticket is related to billing you can designate a group member so over here i’ve assigned myself in this group which person could define their role and make them the leader of this sort of billing ticket other than that you can likewise assign different in the group section you can likewise designate various tickets to various groups and when 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 clients might have raised a specific circumstance 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 guys in the next video Highrise Integration With Freshdesk