Migrate Freshdesk Tickets – effortless omnichannel service

So we are talking about…Migrate Freshdesk Tickets…you can use freshdesk for customer care so let’s start first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na begin which will fill your basic dashboard so when you’re starting 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 validate your email and listed below that you can see you can add your language whatever kind of language you want on your site change the color of your logo 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 also gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na pick your assistance channel so how you can be called by means of phone e-mail social media chat or kinds and below that you can add your consumer support e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your team so if you have a team that is working for you if somebody 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 reveals our

 

unsettled 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 give you a chart 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 consumer satisfaction and you can see the percentage of negative actions or positive responses even neutral reactions 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 need to add to your order of business you’re gon na add it over here and it’s gon na give you a great little reminder on your basic control panel and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see high and immediate 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 kind of tickets you wish to see 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 requirements and next up listed below that you have your basic contact and companies so you can view those whichever way that you have actually gotten in touch with individuals you can see their email addresses uh their company titles their phone numbers facebook twitter whatever sort of account information that you have about them listed below that you have your services tab so your solution tab is a general kind of information tab which enables you to view your email marketing your legal requirements

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your service related announcements so if there is something that is sort of various you will find it in your solutions tab and listed below the options tab you have your analytics and reports reports are the basic general introduction of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an assistance desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Migrate Freshdesk Tickets

see on the best side you have your today’s ticket inside so how many tickets you might have offered or two what is the increase or decrease 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 agent performance assistance operation and your basic account settings over here you can see the progress or the information of a certain staff member or a group member and listed below that you can see your various channels of interaction you can likewise view your workflow and what sort of development you have actually made what turning points that you have reached and how much productivity each representative has you can see 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 include tags you can put it in a particular category what kind of ticket this is you can alter its status you can set its top priority and you can also set what kind of inquiry it is so what kind of concern it is you can also appoint a particular agent to this question so you can just include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 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 issue with your product i’m simply going to send out that and now i have actually responded to this customer you can also erase your responses within 10 seconds so if you slip up 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 solutions tab and over here you can see there is the classifications you have actually basic beginning with us orders and refunds details presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are currently available and let’s see the length of time will delivery 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 just select this ticket certainly the concern is different 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 consumer on the bottom left you can see suggested options and canned types so you’re going to click on recommended options and you can see different posts that are a pre-written answer to a consumer question and you can simply insert that pre-written information into your action and send it without having to

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retype the same kind of answers again and again so this is an extremely simple formula for your agents to follow so they can easily respond to e-mails so another great function that freshdesk truly offers is creating groups so if you click groups in the admin section you can develop various groups for various functions so if a concern and a ticket is associated with billing you can designate a group member so over here i have actually designated myself in this group which individual could define their role and make them the leader of this kind of billing ticket other than that you can likewise assign different in the group area you can likewise appoint different tickets to different 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 consumer escalations where clients might have raised a certain circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and useful and i’ll capture you guys in the next video Migrate Freshdesk Tickets