Infusionsoft App Freshdesk – effortless omnichannel service

So we are talking about…Infusionsoft App Freshdesk…you can use freshdesk for customer service so let’s get started first off you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as quickly as you register you’re gon na start and that will load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and customize your assistance 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 website alter the color of your logo design so as you can see i’m gon na opt for a pink and listed below that you can likewise change your menu color so i’m also gon na make that pink i guess or i should 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 gotten in touch with by means of phone e-mail social networks chat or forms and below that you can add your customer support 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 somebody 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 dashboard reveals 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 give you a chart that reveals you the patterns so if the tickets are selling out better or worse it’s going to reveal you a nice trend and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable actions or positive actions even neutral actions and the total actions that you have actually gotten on the best side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na give you a nice little reminder on your basic control panel 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 arrange them by their status and now you can see high and urgent 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 wish to view if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and successive below that you have your basic contact and companies so you can see those whichever way that you have actually called people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your solution tab is a general kind of details tab which allows you to view your email marketing your legal requirements

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your service related statements so if there is something that is kind of various you will discover it in your services tab and below the options tab you have your analytics and reports reports are the fundamental general overview of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume patterns so you can Infusionsoft App Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold or two 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 agent efficiency support operation and your general account settings over here you can view the progress or the information of a particular employee or a group member and below that you can see your different channels of interaction you can likewise see your workflow and what type of progress you have made what turning points that you have reached and how much productivity each representative has you can see that from over here returning 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 add tags you can put it in a particular classification what type of ticket this is you can change its status you can set its concern and you can likewise set what type of query it is so what type of question it is you can also appoint a specific agent to this inquiry so you can just add a note basically reply

 

tto this person and now i’m going to just tell them i will be resolving 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 reply 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 concern with your item i’m just going to send that and now i have actually responded to this customer you can likewise delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your emails so if you’re a service that’s running this ticketing service and you have a comparable type 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 general getting going with us refunds and orders info gifts and vouchers and truths and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see the length of time will delivery take that’s a question that is typically asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the concern is various but i’m simply selecting this as a sample and now i’m just going to pick 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 suggested options and canned kinds so you’re going to click recommended options and you can see various posts that are a pre-written answer to a client concern and you can just insert that pre-written information into your reaction and send it without having to

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retype the same kind of responses again and again so this is a very easy formula for your representatives to follow so they can easily respond to e-mails so another terrific feature that freshdesk actually supplies is creating groups so if you click groups in the admin area you can develop different groups for various functions so if an issue and a ticket is connected to billing you can assign a group member so over here i’ve appointed myself in this group and that individual could define their role and make them the leader of this sort of billing ticket aside from that you can likewise designate different in the group area you can also appoint different 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 client escalations where clients might have elevated a certain circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you men in the next video Infusionsoft App Freshdesk