Import Customer Location Data Into Freshdesk – effortless omnichannel service

So we are talking about…Import Customer Location Data Into Freshdesk…you can use freshdesk for customer care so let’s get started 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 soon as you register you’re gon na get going which will fill your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can confirm your email and listed 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 so as you can see i’m gon na go with a pink and listed 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 upgrade those and next you’re gon na choose your support channel so how you can be gotten in touch with through phone email social media chat or forms and listed below that you can add your consumer assistance 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 next up over here we have our control panel our control panel shows our

 

unsettled tickets overdue 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 even worse it’s going to reveal you a good pattern and listed below that you have your customer fulfillment and you can see the portion of favorable reactions or negative reactions even neutral responses and the total actions that you have actually gotten on the ideal side you’re gon na have your order of business 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 give you a great little tip on your basic dashboard 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 immediate and high ones will be on the top nevertheless 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 wish to view if you wish to see the tickets that are assigned 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 next up listed 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 company titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your options tab so your solution tab is a basic kind of details tab which allows 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 type of various you will find it in your options tab and listed below the solutions tab you have your analytics and reports reports are the basic general summary 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 in-depth ticket analysis and you can also see your ticket volume trends so you can Import Customer Location Data Into Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent productivity assistance operation and your general account settings over here you can view the progress or the details of a certain staff member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what sort of progress you have actually made what milestones that you have reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to show 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 include tags you can put it in a specific classification what type of ticket this is you can change its status you can set its top priority and you can likewise set what type of query it is so what type of concern it is you can also appoint a particular representative to this question so you can just add a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving 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 reply 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 item i’m simply going to send that and now i have actually responded to this client you can also erase your actions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable kind of reaction you need to give to each of your customers 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 orders and refunds information 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 available and let’s see how long will shipment take that’s a concern that is typically asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket obviously the question is different but 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 respond to it and you can see when you’re responding to a customer on the bottom left you can see recommended solutions and canned kinds so you’re going to click suggested services and you can see different articles that are a pre-written answer to a consumer question and you can just insert that pre-written info into your action and send it without needing to

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retype the exact same kind of answers again and again so this is a really simple formula for your agents to follow so they can easily react to e-mails so another great feature that freshdesk truly offers is producing groups so if you click on groups in the admin area you can develop various groups for different functions so if a ticket and a problem is associated with billing you can assign a group member so over here i have actually appointed myself in this group which individual might specify their function and make them the leader of this kind of billing ticket aside from that you can also designate various in the group area you can likewise appoint various tickets to different 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 client escalations where clients might have elevated a particular scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and useful and i’ll capture you guys in the next video Import Customer Location Data Into Freshdesk