Integrate Freshdesk With Asana – effortless omnichannel service

So we are talking about…Integrate Freshdesk With Asana…you can use freshdesk for customer support so let’s begin first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you register you’re gon na get started and that will load 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 customize your help desk you can verify your e-mail and below that you can see you can include your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na choose a pink and listed below that you can also change 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 pick your support channel so how you can be called through phone email social media chat or forms and listed below that you can include your consumer assistance email so if somebody is going to be calling you you can set that email 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 offering the tickets for you you can invite them over here successive over here we have our dashboard our dashboard reveals our

 

unsolved tickets overdue 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to show you a good trend and listed below that you have your customer satisfaction and you can see the percentage of favorable actions or unfavorable responses even neutral actions and the total reactions that you have received on the right side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na provide you a nice little pointer on your basic control panel 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 say let’s arrange them by their status and now you can see high and urgent ones will be on the top nevertheless 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 type of tickets you want to view if you wish to see the tickets that are assigned to a particular 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 listed below that you have your basic contact and companies so you can see those whichever manner in which you have gotten in touch with individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your options tab so your solution tab is a general kind of info tab which permits you to view your e-mail marketing your legal requirements

Get Integrate Freshdesk With Asana 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 reports and analytics reports are the standard general summary of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Integrate Freshdesk With Asana

see on the best side you have your today’s ticket inside so how many tickets you might have sold or so what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative performance support operation and your basic account settings over here you can see the development or the information of a particular staff member or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what sort of progress you have made what milestones that you have actually reached and how much performance each representative has you can view 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 alter its status you can set its top priority and you can likewise set what type of inquiry it is so what type of concern it is you can likewise assign a specific agent to this question so you can simply add a note basically reply

 

tto this person and now i’m going to simply 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 consumer so it’s immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the issue with your product i’m just going to send out that and now i have responded to this customer you can likewise erase your actions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable kind of reaction you require to offer to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general beginning with us orders and refunds info presents and vouchers and facts and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see how long will shipment take that’s a question that is often asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the concern is various but i’m simply picking this as a sample and now i’m just going to choose 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 types so you’re going to click suggested solutions and you can see various posts that are a pre-written answer to a client question and you can simply insert that pre-written details into your action and send it without needing to

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retype the exact same type of answers again and again so this is an extremely easy formula for your agents to follow so they can easily react to e-mails so another fantastic function that freshdesk really supplies is creating groups so if you click groups in the admin area you can produce different groups for different functions so if an issue and a ticket is associated with billing you can designate a group member so over here i have actually assigned myself in this group and that person could define their role and make them the leader of this sort of billing ticket other than that you can likewise appoint different in the group section you can likewise assign 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 customer escalations where clients might have elevated a specific circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you men in the next video Integrate Freshdesk With Asana