Integrate Asana With Freshdesk – effortless omnichannel service

So we are talking about…Integrate Asana With Freshdesk…you can utilize freshdesk for client service so let’s start to begin with 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 complimentary as soon as you register you’re gon na begin which will load 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 personalize your assistance desk you can confirm your e-mail and below that you can see you can include your language whatever sort of language you desire on your website change the color of your logo so as you can see i’m gon na opt for a pink and below that you can also change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore 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 email social networks chat or kinds and listed below that you can add your customer support email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your team so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel shows our

 

unsolved 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 offer you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a good trend and below that you have your client fulfillment and you can see the percentage of negative actions or favorable responses even neutral responses 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 to-do list you’re gon na include it over here and it’s gon na provide you a nice little tip on your basic control panel and now on the left side we’re gon na proceed to tickets you can sort 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 kind of tickets you wish to view if you wish to see the tickets that are appointed 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 needs and next up listed below that you have your basic contact and companies so you can view those whichever way that you have actually called people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your options tab so your solution tab is a basic sort of information tab which allows you to see your email marketing your legal requirements

Get Integrate Asana With Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will find it in your options tab and below the services tab you have your analytics and reports reports are the standard general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can also view your ticket volume trends so you can Integrate Asana With Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or two what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative efficiency support operation and your general account settings over here you can see the progress or the details of a specific team member or a group member and below that you can see your various channels of communication you can also see your workflow and what kind of progress you have made what milestones that you have actually reached and how much performance each agent 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 sort of ticket this is you can alter its status you can set its priority and you can also set what kind of inquiry it is so what kind of concern it is you can likewise designate a particular 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 fixing 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 reply to the consumer so it’s automatically going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m just going to send that and now i have replied to this client 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 an organization that’s running this ticketing service and you have a similar type of response you need to provide to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the classifications you have actually basic getting going with us refunds and orders information gifts and coupons and facts 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 shipment take that’s a concern that is frequently asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket clearly the concern is different however i’m just selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to respond to it and you can see when you’re replying to a consumer on the bottom left you can see suggested solutions and canned forms so you’re going to click suggested solutions and you can see different posts that are a pre-written answer to a client concern and you can simply place that pre-written information into your response and send it without needing to

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retype the exact same kind of responses again and again so this is a really easy formula for your agents to follow so they can easily respond to e-mails so another great function that freshdesk actually provides is developing groups so if you click groups in the admin section you can develop different groups for various purposes so if a problem and a ticket is related to billing you can designate a group member so over here i have actually designated myself in this group and that individual could specify their role and make them the leader of this sort of billing ticket other than that you can likewise assign various in the group section you can likewise appoint different tickets to different 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 client escalations where consumers might have raised a particular scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men found this easy to understand and practical and i’ll catch you people in the next video Integrate Asana With Freshdesk