How To Set Up Freshdesk – effortless omnichannel service

So we are talking about…How To Set Up Freshdesk…you can utilize freshdesk for customer service so let’s begin to begin with you’re gon na start your 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 started and that 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 customize your help desk you can verify your e-mail and below that you can see you can include your language whatever type 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 should make that black yeah and so you can upgrade those and next you’re gon na select your assistance channel so how you can be contacted by means of phone email social networks chat or forms and below that you can include your client assistance 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 group that is working for you if someone is going to be selling the tickets for you you can invite them over here successive over here we have our control panel our control panel reveals our

 

unresolved 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 give you a graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a great pattern and below that you have your customer fulfillment and you can see the percentage of unfavorable reactions or positive actions even neutral actions and the overall responses that you have received on the ideal 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 include it over here and it’s gon na provide you a good 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 simply say let’s sort them by their status and now you can see high and immediate 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 want to view if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can view them over here you can filter them out according to your needs and next up listed below that you have your basic contact and companies so you can view those whichever way that you have contacted individuals you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your solution tab is a general kind of information tab which allows you to view your email marketing your legal requirements

Get How To Set Up Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of miscellaneous you will discover it in your services tab and listed below the solutions tab you have your analytics and reports reports are the basic general summary of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can How To Set Up Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative productivity assistance operation and your basic account settings over here you can see the progress or the details of a specific 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 type of development you have made what milestones that you have reached and just how much efficiency each agent has you can see that from over here going back into tickets i’m going to reveal 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 add tags you can put it in a specific category what type of ticket this is you can change its status you can set its concern and you can likewise set what kind of question it is so what type of concern it is you can also assign a specific agent to this query so you can simply add a note generally respond

 

tto this person and now i’m going to just 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 respond to the consumer so it’s immediately 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 that and now i have replied to this client you can likewise delete your actions within 10 seconds so if you slip up you can delete them within a couple of 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 clients again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have basic beginning with us refunds and orders info presents 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 available and let’s see for how long will delivery take that’s a question that is often 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 various however i’m simply choosing this as a sample and now i’m just 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 suggested services and canned forms so you’re going to click on recommended solutions and you can see different articles that are a pre-written answer to a client question and you can simply place that pre-written info into your action and send it without having to

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

retype the exact same kind of answers again and again so this is a really simple formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk really provides is creating groups so if you click on groups in the admin area you can produce various groups for various purposes so if a ticket and a problem is related to billing you can appoint a group member so over here i have actually assigned myself in this group and that person might specify their role and make them the leader of this sort of billing ticket other than that you can likewise assign different in the group area you can likewise designate various tickets to different 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 clients may have raised a specific scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you guys in the next video How To Set Up Freshdesk

 

 

How To Set Up Freshdesk – effortless omnichannel service

So we are talking about…How To Set Up Freshdesk…you can utilize freshdesk for customer care 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 sign up for totally free as soon as you sign up you’re gon na begin 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 establish your account so over here and customize your help desk you can confirm your email and below that you can see you can add 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 likewise alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with through phone email social networks chat or forms and listed below that you can include your customer assistance e-mail 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 successive over here we have our control panel our control panel reveals our

 

unsolved 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 provide you a chart that reveals you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a nice pattern and listed below that you have your customer fulfillment and you can see the portion of negative responses or favorable actions even neutral responses and the overall reactions that you have actually received on the best side you’re gon na have your to-do list 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 offer you a nice little tip 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 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 want to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up below that you have your basic contact and companies so you can see those whichever manner in which you have contacted people you can see their email addresses uh their company titles their contact number 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 kind of information tab which permits you to see your email marketing your legal requirements

Get How To Set Up Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your services tab and below the options tab you have your analytics and reports reports are the basic general overview of how many tickets you may have sold what is the ticket volume trend you can see over here you can get an assistance desk extensive ticket analysis and you can likewise view your ticket volume trends so you can How To Set Up Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your basic account settings over here you can view the progress or the details of a particular staff 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 development you have made what turning points that you have actually reached and how much performance each representative 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 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 top priority and you can also set what type of question it is so what type of question it is you can also appoint a particular representative to this inquiry so you can simply add a note basically respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 include 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 just going to send out that and now i have actually replied to this client you can also erase your actions within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you need to provide to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually basic getting going with us refunds and orders 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 readily available and let’s see how long will delivery take that’s a concern that is frequently asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is various but i’m just 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 consumer on the bottom left you can see recommended services and canned types so you’re going to click recommended services and you can see different articles that are a pre-written answer to a consumer concern and you can simply place that pre-written info into your action and send it without having to

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

retype the very same type of responses again and again so this is a very simple formula for your representatives to follow so they can quickly react to emails so another terrific function that freshdesk actually offers is producing groups so if you click on groups in the admin section you can develop different groups for various purposes so if a ticket and a problem is related to billing you can designate a group member so over here i have actually appointed myself in this group and that individual could specify their function and make them the leader of this sort of billing ticket besides that you can likewise designate various in the group section you can also appoint different 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 customers might have raised a particular situation and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll catch you men in the next video How To Set Up Freshdesk