Import Users From Ad To Freshdesk – effortless omnichannel service

So we are talking about…Import Users From Ad To Freshdesk…you can use freshdesk for customer service so let’s begin to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as soon as you sign up you’re gon na begin and that will fill your basic dashboard 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 individualize your aid desk you can confirm your e-mail and below that you can see you can add your language whatever type of language you want on your site alter the color of your logo so as you can see i’m gon na choose 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 and so you can upgrade those and next you’re gon na choose your support channel so how you can be contacted by means of phone email social networks chat or kinds and listed below that you can include your client assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a team that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard our control panel reveals 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 much better or even worse it’s going to show you a good pattern and below that you have your client fulfillment and you can see the portion of unfavorable reactions or positive responses even neutral responses and the total reactions that you have actually gotten on the right side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na add it over here and it’s gon na provide you a good little reminder 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 urgent and high ones will be on the leading 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 type of tickets you want to see 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 successive listed below that you have your basic contact and business so you can view those whichever manner in which you have actually called people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them below that you have your services tab so your option tab is a basic kind of details tab which allows you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the solutions tab you have your reports and analytics reports are the standard general summary of the number of 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 view your ticket volume trends so you can Import Users From Ad To Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold 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 general administrative settings your team channels workflow representative productivity support operation and your general account settings over here you can see the progress or the information of a specific team member or a group member and below that you can see your different channels of interaction you can also view your workflow and what sort 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 show 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 include tags you can put it in a specific category what kind of ticket this is you can alter its status you can set its top priority and you can likewise set what type of inquiry it is so what type of question it is you can likewise assign a particular agent 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 update the status i’m going to add this note now i’m going to respond to the client so it’s automatically going to enter 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 replied to this consumer you can likewise delete your responses within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable sort of action 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 classifications you have general beginning with us orders and refunds details presents and coupons and realities 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 the length of time will shipment take that’s a concern that is frequently asked you can just release this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket clearly the question is various but i’m just choosing 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 replying to a consumer on the bottom left you can see recommended options and canned kinds so you’re going to click suggested options and you can see various articles that are a pre-written answer to a customer question and you can just insert that pre-written details into your action and send it without needing to

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retype the very same sort of answers again and again so this is a very easy formula for your agents to follow so they can quickly react to emails so another fantastic function that freshdesk really supplies is creating groups so if you click on groups in the admin area you can produce various groups for different purposes so if a concern and a ticket is associated with billing you can assign a group member so over here i’ve assigned myself in this group which person could define their role and make them the leader of this kind of billing ticket aside from that you can also assign various in the group section you can likewise appoint various tickets to different 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 client escalations where customers may have raised a specific scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you guys in the next video Import Users From Ad To Freshdesk