Import2 Help Scout To Freshdesk – effortless omnichannel service

So we are talking about…Import2 Help Scout To Freshdesk…you can utilize freshdesk for customer service so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you sign up you’re gon na get started and that will fill your basic dashboard so when you’re getting started 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 email and listed below that you can see you can add your language whatever kind of language you want on your website 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 likewise gon na make that pink i guess or i should make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with by means of phone e-mail social media chat or kinds and below that you can add your consumer assistance e-mail 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 team 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 give you a graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your consumer satisfaction and you can see the percentage of negative reactions or positive actions even neutral actions and the overall responses that you have actually gotten on the best side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na add it over here and it’s gon na provide you a nice little reminder on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s just state 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 ideal side you can see over here you can filter out what kind of tickets you wish to see if you want to see the tickets that are assigned 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 successive listed below that you have your basic contact and business so you can view those whichever manner in which you have called individuals you can see their email addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your solution tab is a general sort of details tab which permits 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 sort of various you will discover it in your solutions tab and below the services tab you have your analytics and reports reports are the standard general introduction of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can also see your ticket volume trends so you can Import2 Help Scout To Freshdesk

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 decrease in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow representative efficiency support operation and your general account settings over here you can view the progress or the information of a certain team member or a group member and below that you can see your various 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 performance each representative has you can see that from over here returning into tickets i’m going to reveal you how you can solve 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 sort of ticket this is you can change its status you can set its top priority and you can likewise set what kind of query it is so what type of question it is you can likewise assign a particular agent to this question so you can simply include a note essentially respond

 

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 add 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 that and now i have responded to this consumer you can also delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a comparable type of reaction you need to provide to each of your customers again and again you’re going to go into the options tab and over here you can see there is the classifications you have actually basic beginning with us orders and refunds details gifts and discount coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will shipment take that’s a question that is frequently asked you can just release this draft and after that return to ticketing i’m just gon na as a sample just choose this ticket obviously the question is different but i’m just selecting this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a consumer on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended services and you can see different short articles that are a pre-written answer to a consumer question and you can just insert that pre-written details into your reaction and send it without having to

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retype the exact same kind of responses again and again so this is a very easy formula for your agents to follow so they can quickly respond to emails so another terrific feature that freshdesk really supplies is producing groups so if you click on groups in the admin area you can create different groups for various purposes so if a concern and a ticket is related to billing you can designate a group member so over here i have actually assigned myself in this group and that person could specify their role and make them the leader of this sort of billing ticket besides that you can also designate various in the group section you can also appoint various tickets to various groups and as soon as 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 customers may have elevated a specific scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll capture you men in the next video Import2 Help Scout To Freshdesk