Pinterest Freshdesk Guide – effortless omnichannel service

So we are talking about…Pinterest Freshdesk Guide…you can utilize freshdesk for client service so let’s get going first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you register you’re gon na start and that will fill 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 personalize 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 want on your site alter the color of your logo design so as you can see i’m gon na choose 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 must make that black yeah and so you can update those and next you’re gon na select your assistance channel so how you can be contacted via phone email social networks chat or kinds and listed below that you can include your client assistance e-mail so if someone is going to be calling you you can set that email over here and next up you can invite somebody to your group 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 next up over here we have our dashboard our control panel reveals our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a nice trend and below that you have your client fulfillment and you can see the portion of favorable reactions or negative reactions even neutral responses and the total reactions that you have actually gotten on the right side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na give you a good little tip on your basic dashboard and now on the left side we’re gon na move on to tickets you can arrange your tickets over here so let’s simply say let’s arrange 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 best 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 designated to a particular 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 business so you can see 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 kind of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic type of information tab which permits you to view your email marketing your legal requirements

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your service related statements so if there is something that is kind of miscellaneous you will find it in your options tab and below the solutions tab you have your analytics and reports reports are the basic 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 a help desk extensive ticket analysis and you can also see your ticket volume trends so you can Pinterest Freshdesk Guide

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or so what is the increase or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative performance assistance operation and your general account settings over here you can view the development or the details of a specific staff member or a group member and below that you can see your different channels of communication you can also see your workflow and what type of development you have actually made what turning points 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 fix 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 change its status you can set its top priority and you can also set what sort of query it is so what kind of concern it is you can also appoint a particular agent to this query so you can just include a note generally respond

 

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 update the status i’m going to include this note now i’m going to reply to the client so it’s automatically going to enter 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 out that and now i have actually responded to this customer you can likewise erase your actions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable kind of response you require to provide to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have general getting started with us orders and refunds information gifts and coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already available and let’s see how long will delivery take that’s a question that is frequently asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample just select this ticket undoubtedly the question is various but i’m just choosing this as a sample and now i’m simply 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 client on the bottom left you can see recommended solutions 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 client concern and you can simply place that pre-written info into your action and send it without needing to

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retype the very same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can quickly respond to emails so another great function that freshdesk actually offers is creating groups so if you click groups in the admin section you can produce different groups for various purposes 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 which individual could define their role and make them the leader of this type of billing ticket aside from that you can also designate various in the group section you can likewise appoint various tickets to various 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 customers might have elevated a specific circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll catch you guys in the next video Pinterest Freshdesk Guide