Integrate Jira And Freshdesk Via Email – effortless omnichannel service

So we are talking about…Integrate Jira And Freshdesk Via Email…you can use freshdesk for customer service so let’s begin to begin with you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you register you’re gon na start and that will pack your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and personalize your aid desk you can verify your e-mail and below that you can see you can add your language whatever kind of language you want on your website change the color of your logo design so as you can see i’m gon na go with 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 ought to make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be gotten in touch with via phone e-mail social networks chat or types and listed below that you can add your client support email so if someone is going to be calling 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 offering the tickets for you you can welcome them over here successive over here we have our control panel our control panel shows 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 provide you a chart that shows you the trends so if the tickets are selling out better or worse it’s going to reveal you a good trend and listed below that you have your consumer fulfillment and you can see the portion of positive responses or negative actions even neutral actions and the total responses that you have gotten 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 good little reminder on your basic dashboard and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s simply state let’s arrange 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 ideal 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 assigned to a particular person or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and successive listed below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind 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 permits you to view your email marketing your legal requirements

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your service associated statements so if there is something that is type of various you will find it in your options tab and below the solutions tab you have your analytics and reports reports are the standard general summary of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Integrate Jira And Freshdesk Via Email

see on the best side you have your today’s ticket inside so how many tickets you might have sold approximately what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative productivity support operation and your basic account settings over here you can view the development or the information of a particular staff member or a group member and listed below that you can see your various channels of interaction you can also view your workflow and what kind of progress you have made what milestones that you have reached and how much productivity each agent has you can view that from over here returning into tickets i’m going to reveal 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 particular classification what sort of ticket this is you can change its status you can set its priority and you can likewise set what kind of query it is so what kind of concern it is you can also designate a particular agent to this query so you can just include a note basically respond

 

tto this person and now i’m going to just tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to include this note now i’m going to respond to the consumer so it’s instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m simply going to send that and now i have actually replied to this consumer you can likewise erase your actions within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a comparable sort of reaction you need to offer to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the categories you have basic getting started with us refunds and orders information presents and discount coupons and truths and questions so in fact in questions you can see over here there is some draft templates that are already offered 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 simply gon na as a sample just choose this ticket obviously the concern is different but i’m simply picking 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 replying to a consumer on the bottom left you can see suggested solutions and canned forms so you’re going to click on recommended services and you can see various posts that are a pre-written answer to a customer concern and you can simply place that pre-written details into your reaction and send it without having to

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retype the same type of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily react to emails so another terrific feature that freshdesk really offers is creating groups so if you click on groups in the admin section you can produce various groups for various functions so if a concern and a ticket is related to billing you can designate a group member so over here i’ve appointed myself in this group which person might specify their role and make them the leader of this type of billing ticket other than that you can likewise designate various in the group section you can also appoint different tickets to various groups and once 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 clients may have elevated a certain scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and practical and i’ll catch you guys in the next video Integrate Jira And Freshdesk Via Email