Import Freshdesk Data To Excel – effortless omnichannel service

So we are talking about…Import Freshdesk Data To Excel…you can use freshdesk for customer care so let’s start 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 sign up for complimentary as quickly as you sign up you’re gon na begin and that will fill your basic dashboard so when you’re beginning 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 verify your e-mail and listed below that you can see you can add your language whatever type of language you desire on your site alter the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can also alter your menu color so i’m also 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 select your support channel so how you can be gotten in touch with via phone e-mail social media chat or forms and listed below that you can add your client assistance e-mail so if somebody is going to be contacting you you can set that email 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 successive over here we have our dashboard our control panel shows our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to reveal you a great trend and below that you have your client complete satisfaction and you can see the percentage of unfavorable responses or positive responses even neutral actions and the overall reactions that you have actually received on the ideal side you’re gon na have your to-do list 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 provide you a great little suggestion on your basic control panel and now on the left side we’re gon na proceed to tickets you can sort 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 nevertheless the other ones will be on the bottom now next up on the ideal side you can see over here you can filter out what kind of tickets you wish to see 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 as per your needs and successive listed below that you have your basic contact and business so you can view those whichever manner in which you have contacted people you can see their email addresses uh their business titles their phone numbers 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 basic sort of info tab which enables you to view your e-mail marketing your legal requirements

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your service related announcements so if there is something that is kind of various you will discover it in your solutions tab and below the solutions tab you have your reports and analytics reports are the fundamental general overview of how many tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also view your ticket volume trends so you can Import Freshdesk Data To Excel

see on the best side you have your today’s ticket inside so how many tickets you may have sold approximately what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative productivity assistance operation and your general account settings over here you can view the progress or the details of a certain team member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what sort of development you have actually made what milestones that you have reached and just how much performance each representative has you can see that from over here going back 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 add tags you can put it in a particular category what kind of ticket this is you can alter its status you can set its concern and you can likewise set what sort of query it is so what type of concern it is you can also assign a particular representative to this inquiry so you can simply add a note generally reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your issue 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 consumer so it’s immediately going to type 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 responded to this consumer you can likewise erase your actions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable sort of response you require to give to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually basic beginning with us refunds and orders information presents and coupons and truths and questions so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see the length of time will shipment take that’s a concern that is frequently asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket undoubtedly the question is various but i’m just picking this as a sample and now i’m simply 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 consumer on the bottom left you can see suggested services and canned kinds so you’re going to click on recommended options and you can see different articles that are a pre-written answer to a customer concern and you can just place that pre-written info into your reaction and send it without having to

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retype the same sort of answers again and again so this is a very easy formula for your representatives to follow so they can easily react to emails so another terrific function that freshdesk really offers is creating groups so if you click groups in the admin area you can produce various groups for different purposes so if a problem and a ticket is related to billing you can appoint a group member so over here i’ve designated myself in this group and that individual might define their role and make them the leader of this type of billing ticket aside from that you can likewise appoint various in the group section you can likewise designate different 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 consumer escalations where clients might have elevated a certain circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and handy and i’ll catch you men in the next video Import Freshdesk Data To Excel