Infusionsoft Integration Freshdesk – effortless omnichannel service

So we are talking about…Infusionsoft Integration Freshdesk…you can use freshdesk for customer care so let’s begin 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 get going and that will pack your basic control panel 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 personalize your assistance desk you can confirm your e-mail and listed below that you can see you can include your language whatever sort of language you desire 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 likewise change your menu color so i’m likewise gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be contacted through phone e-mail social networks chat or kinds and listed below that you can add your consumer assistance email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team 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 shows our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that shows you the trends so if the tickets are selling out better or worse it’s going to show you a nice trend and below that you have your consumer complete satisfaction and you can see the percentage of unfavorable responses or favorable actions even neutral reactions and the overall reactions that you have received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na provide you a good little tip on your basic dashboard and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s simply 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 right side you can see over here you can filter out what kind of tickets you want to view if you wish to see the tickets that are designated 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 next up below that you have your basic contact and business so you can view those whichever way that you have actually called individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your service tab is a basic kind of information tab which permits you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental 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 Infusionsoft Integration 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 boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent efficiency support operation and your basic account settings over here you can see the progress or the information of a certain team member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what type of progress you have actually made what milestones that you have reached and just how much efficiency each agent has you can view that from over here returning into tickets i’m going to show 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 specific classification what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of question it is so what type of concern it is you can also appoint a particular representative to this question so you can simply include 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 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 problem with your product i’m simply going to send that and now i have actually responded to this customer you can also erase your responses within 10 seconds so if you make a mistake you can erase 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 similar type of reaction you need to offer to each of your clients again and again you’re going to enter into the services tab and over here you can see there is the classifications you have basic getting going with us orders and refunds info presents and coupons and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see how long will shipment take that’s a question that is often asked you can just publish this draft and after that return to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the concern is different however i’m just picking this as a sample and now i’m just 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 solutions and canned kinds so you’re going to click on suggested services and you can see various short articles that are a pre-written answer to a customer concern 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 type of responses again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another fantastic function that freshdesk actually offers is producing groups so if you click groups in the admin section you can create different groups for different purposes so if a ticket and a concern is connected to billing you can designate a group member so over here i’ve designated myself in this group and that individual might specify their role and make them the leader of this type of billing ticket besides that you can likewise assign different in the group area you can likewise designate various tickets to various groups and when 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 customer escalations where customers might have raised a specific scenario and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and valuable and i’ll catch you people in the next video Infusionsoft Integration Freshdesk