Microsoft Flow Freshdesk – effortless omnichannel service

So we are talking about…Microsoft Flow Freshdesk…you can utilize freshdesk for customer care so let’s begin to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na begin and that will pack your basic dashboard 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 customize your assistance desk you can verify your email and below that you can see you can add your language whatever type of language you desire on your site change 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 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 support channel so how you can be gotten in touch with by means of phone e-mail social networks chat or kinds and below that you can include your consumer assistance e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome someone to your team so if you have a group that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our dashboard shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that reveals you the trends so if the tickets are selling out better or worse it’s going to show you a nice pattern and listed below that you have your client complete satisfaction and you can see the portion of favorable reactions or negative reactions even neutral actions and the overall reactions that you have actually received on the ideal 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 give you a good little reminder 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 simply say let’s arrange them by their status and now you can see immediate and high 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 want to see if you want to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out as per your requirements and next up below that you have your basic contact and business so you can see those whichever way that you have contacted individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them below that you have your solutions tab so your solution tab is a basic sort of details tab which allows you to see your e-mail marketing your legal requirements

Get Microsoft Flow Freshdesk support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of various you will discover it in your services tab and below the options tab you have your reports and analytics reports are the standard general introduction of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume trends so you can Microsoft Flow Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered or two 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 agent efficiency assistance operation and your general account settings over here you can see the progress or the information of a certain employee or a group member and below that you can see your various channels of communication you can also view your workflow and what kind of development you have made what milestones that you have reached and just how much productivity each representative has you can see that from over here going back 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 kind of ticket this is you can change its status you can set its top priority and you can likewise set what type of inquiry it is so what kind of concern it is you can likewise designate a particular representative to this inquiry so you can simply include a note basically reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your problem 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 consumer so it’s instantly going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m just going to send out that and now i have replied to this client you can also erase your actions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a comparable kind of response you need to provide 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 classifications you have general getting started with us orders and refunds info presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will shipment take that’s a question that is frequently asked you can simply release this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket undoubtedly the question is various but i’m simply choosing this as a sample and now i’m simply going to select this as a sample and i’m going to reply to it and you can see when you’re replying to a customer on the bottom left you can see recommended solutions and canned forms so you’re going to click suggested services and you can see different articles that are a pre-written answer to a customer question and you can just insert that pre-written info into your response and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same sort 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 terrific feature that freshdesk actually offers is producing groups so if you click groups in the admin section you can create various groups for various 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 which person could define their role and make them the leader of this type of billing ticket besides that you can also assign various in the group area you can also appoint different tickets to different groups and when 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 consumer escalations where clients may have raised a specific circumstance and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people found this easy to understand and practical and i’ll catch you guys in the next video Microsoft Flow Freshdesk

 

 

Microsoft Flow Freshdesk – effortless omnichannel service

So we are talking about…Microsoft Flow Freshdesk…you can utilize freshdesk for customer care so let’s start to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na get started which will pack your basic control panel so when you’re getting going 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 listed below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo design so as you can see i’m gon na go with a pink and below that you can likewise alter your menu color so i’m also gon na make that pink i guess or i need to make that black yeah therefore you can update those and next you’re gon na select your assistance channel so how you can be called via phone e-mail social networks chat or forms and below that you can include your consumer support e-mail so if somebody 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 successive over here we have our dashboard our control panel shows our

 

unresolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that shows you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a great trend and below that you have your consumer complete satisfaction and you can see the percentage of negative actions or favorable reactions even neutral actions and the total reactions that you have actually received on the right 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 add it over here and it’s gon na give you a great little suggestion 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 state let’s sort them by their status and now you can see urgent and high ones will be on the top 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 see if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and companies so you can view those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your option tab is a basic type of info tab which permits you to see your e-mail marketing your legal requirements

Get Microsoft Flow Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of miscellaneous you will discover it in your services tab and listed below the options 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 assistance desk extensive ticket analysis and you can also see your ticket volume trends so you can Microsoft Flow Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you may have sold approximately what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative performance support operation and your basic account settings over here you can view the development or the information of a specific employee or a group member and listed below that you can see your various channels of communication you can also see your workflow and what kind of progress you have actually made what turning points that you have reached and just how much efficiency each representative has you can see that from over here returning into tickets i’m going to reveal 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 type of ticket this is you can alter its status you can set its concern and you can likewise set what type of question it is so what type of concern it is you can likewise appoint a specific representative to this question so you can simply include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be solving 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 automatically going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m simply going to send that and now i have replied to this consumer you can also delete your reactions 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 a service that’s running this ticketing service and you have a comparable sort of response 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 actually basic beginning with us refunds and orders information gifts and vouchers and realities and concerns 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 delivery take that’s a question that is frequently asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample simply choose this ticket certainly the concern is various however i’m simply picking this as a sample and now i’m simply going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see suggested options and canned types so you’re going to click recommended solutions 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 needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same type of responses again and again so this is a really simple formula for your representatives to follow so they can easily respond to e-mails so another excellent function that freshdesk truly offers is producing groups so if you click on groups in the admin section you can produce different groups for various functions so if a problem and a ticket is related to billing you can assign a group member so over here i have actually designated myself in this group which individual might specify their role and make them the leader of this kind of billing ticket other than that you can likewise appoint different in the group section you can likewise designate different tickets to various groups and once 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 consumers might have elevated a specific situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll capture you men in the next video Microsoft Flow Freshdesk