Import Csv Into Freshdesk – effortless omnichannel service

So we are talking about…Import Csv Into Freshdesk…you can utilize freshdesk for customer service so let’s start first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na start which will pack your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and personalize your aid desk you can verify your email and listed below that you can see you can include your language whatever kind of language you want 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 change your menu color so i’m likewise 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 called via phone email social networks chat or forms and listed below that you can add your customer assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can invite someone to your group so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard reveals our

 

unsettled 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 offer 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 nice trend and listed below that you have your consumer fulfillment and you can see the percentage of unfavorable actions or positive responses even neutral actions and the overall responses that you have received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na offer you a good little pointer on your basic control panel and now on the left side we’re gon na proceed 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 urgent ones will be on the top however the other ones will be on the bottom now next up on the best side you can see over here you can filter out what kind of tickets you want to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and next up below that you have your basic contact and companies so you can see those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your service tab is a general type of info tab which enables you to view your email marketing your legal requirements

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your service related statements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the options tab you have your analytics and reports reports are the basic general introduction of how many tickets you might have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Import Csv Into Freshdesk

see on the right side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent performance support operation and your general account settings over here you can see the progress or the information of a particular team member or a group member and listed below that you can see your different channels of interaction you can also view your workflow and what kind of progress you have actually made what milestones that you have reached and just how much productivity each agent 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 add tags you can put it in a specific category what sort of ticket this is you can alter its status you can set its priority and you can likewise set what type of query it is so what type of concern it is you can likewise appoint a particular representative to this inquiry so you can simply include a note essentially respond

 

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 customer so it’s instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have replied to this customer you can also delete your responses within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar sort of response you need to offer to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the categories you have actually basic starting with us orders and refunds info presents and vouchers and truths 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 frequently asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket obviously 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 reply to it and you can see when you’re replying to a customer on the bottom left you can see suggested options and canned types so you’re going to click on recommended solutions and you can see various articles that are a pre-written answer to a client question and you can simply place that pre-written info 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 a really simple formula for your representatives to follow so they can easily respond to e-mails so another fantastic feature that freshdesk actually offers is developing groups so if you click groups in the admin section you can create different groups for different functions so if an issue and a ticket is related to billing you can assign a group member so over here i’ve designated myself in this group which individual might define their function and make them the leader of this type of billing ticket aside from that you can also appoint various in the group area you can likewise designate different tickets to various groups and as soon as 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 particular situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll capture you guys in the next video Import Csv Into Freshdesk