Import Freshdesk Tickets To Csv – effortless omnichannel service

So we are talking about…Import Freshdesk Tickets To Csv…you can utilize freshdesk for client service so let’s begin first off you’re gon na begin your totally 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 load 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 customize your assistance desk you can validate your e-mail and below that you can see you can include your language whatever kind 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 below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can upgrade 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 support email so if somebody is going to be calling you you can set that email over here and next up you can welcome someone to your group so if you have a team 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 dashboard our dashboard 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 shows you the patterns so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your consumer satisfaction and you can see the portion of negative reactions or favorable reactions even neutral actions and the total responses that you have gotten on the right side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na provide you a great little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just say let’s sort them by their status and now you can see high and urgent ones will be on the leading 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 sort of tickets you want to view if you want to see the tickets that are designated to a specific person or the tickets that are still unassigned you can see 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 view those whichever way that you have called individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your option tab is a general kind of information tab which enables you to view your e-mail marketing your legal requirements

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your service associated 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 standard general summary of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Import Freshdesk Tickets To Csv

see on the best side you have your today’s ticket inside so how many tickets you may have offered or so what is the increase or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent efficiency assistance operation and your basic account settings over here you can view the progress or the information of a specific staff member or a group member and below that you can see your different channels of interaction you can also view your workflow and what kind of development you have made what turning points 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 add tags you can put it in a specific classification what type of ticket this is you can alter its status you can set its priority and you can likewise set what type of inquiry it is so what kind of question it is you can also designate a specific representative to this inquiry so you can just add a note basically reply

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to include this note now i’m going to reply to the customer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m just going to send out that and now i have actually responded to this customer you can likewise delete your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of reaction you need to provide to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the categories you have basic starting with us orders and refunds information gifts and vouchers 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 for how long will delivery take that’s a question that is often asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket obviously the concern 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 replying to a client on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended services and you can see various posts that are a pre-written answer to a consumer concern and you can just insert that pre-written information into your action and send it without having to

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retype the very same type of responses again and again so this is a very easy formula for your representatives to follow so they can quickly respond to e-mails so another great function that freshdesk actually supplies is creating groups so if you click groups in the admin area you can produce various groups for different functions so if a concern and a ticket is connected to billing you can assign a group member so over here i’ve assigned myself in this group and that person could specify their role and make them the leader of this kind of billing ticket besides that you can likewise appoint different in the group area you can also assign different 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 customer escalations where clients may have elevated a specific situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and valuable and i’ll capture you people in the next video Import Freshdesk Tickets To Csv