Planning Center Freshdesk Workflows – effortless omnichannel service

So we are talking about…Planning Center Freshdesk Workflows…you can use freshdesk for client service so let’s get going first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as soon as you register you’re gon na get started which will pack your basic dashboard 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 individualize your assistance desk you can verify your email and listed below that you can see you can add your language whatever kind of language you desire on your website change the color of your logo design so as you can see i’m gon na opt for a pink and 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 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 email social networks chat or types and listed below that you can include your consumer support e-mail so if someone is going to be calling you you can set that email over here and next up you can welcome someone to your group 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 successive over here we have our dashboard our dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a great trend and listed below that you have your customer fulfillment and you can see the percentage of positive actions or unfavorable responses even neutral reactions and the total reactions that you have received on the ideal side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na provide you a great little pointer on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s simply state 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 right side you can see over here you can filter out what kind of tickets you want to see if you want to see the tickets that are designated to a particular person 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 manner in which you have actually contacted individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account information that you have about them below that you have your options tab so your service tab is a basic sort of info tab which enables you to see your e-mail marketing your legal requirements

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your service related statements so if there is something that is type of miscellaneous 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 extensive ticket analysis and you can also see your ticket volume trends so you can Planning Center Freshdesk Workflows

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or so what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative productivity support operation and your general account settings over here you can view the development or the details of a particular team member or a group member and listed below that you can see your different channels of interaction you can also see your workflow and what kind of progress you have actually made what turning points that you have actually reached and how much performance 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 category what sort of ticket this is you can change its status you can set its priority and you can also set what sort of inquiry it is so what kind of question it is you can likewise assign a specific representative to this query so you can just include a note essentially 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 update the status i’m going to include this note now i’m going to respond to the customer so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m simply going to send out that and now i have actually responded to this customer you can likewise delete your responses 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 service that’s running this ticketing service and you have a similar type of reaction you need to provide to each of your customers 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 general getting started with us orders and refunds details gifts and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see how long will shipment take that’s a question that is typically asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket certainly the question is different however i’m simply choosing 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 recommended options and canned types so you’re going to click on recommended solutions and you can see different short articles 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 same sort of responses again and again so this is an extremely easy formula for your agents to follow so they can quickly react to e-mails so another excellent function that freshdesk actually provides is creating groups so if you click on groups in the admin section you can produce different groups for different functions so if a concern and a ticket is associated with billing you can assign a group member so over here i have actually designated myself in this group which person might define their role and make them the leader of this type of billing ticket aside from that you can likewise appoint different in the group section you can likewise designate different tickets to different groups and as soon as 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 consumers may have elevated a specific circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you guys in the next video Planning Center Freshdesk Workflows