Plastiq Freshdesk – effortless omnichannel service

So we are talking about…Plastiq Freshdesk…you can utilize freshdesk for customer support so let’s begin first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as soon as you sign up you’re gon na get going which will pack your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and personalize your help desk you can validate your e-mail 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 below that you can likewise 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 choose your assistance channel so how you can be called via phone email social networks chat or types and below that you can add your client assistance e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody to your group so if you have a group that is working for you if someone is going to be offering the tickets for you you can invite them over here successive over here we have our control panel our dashboard 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 offer 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 listed below that you have your client fulfillment and you can see the percentage of positive reactions or unfavorable actions even neutral reactions and the overall responses that you have actually gotten on the ideal side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na offer you a great little tip 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 say let’s sort them by their status and now you can see immediate and high ones will be on the top however 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 type of tickets you want to view if you wish 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 according to your requirements and next up below that you have your basic contact and companies so you can see 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 sort of account details that you have about them below that you have your solutions tab so your option tab is a basic type of information tab which enables you to view your email marketing your legal requirements

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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 analytics and reports reports are the standard general overview of the number of tickets you may 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 also see your ticket volume trends so you can Plastiq Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you might have offered approximately what is the increase or reduce 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 support operation and your basic account settings over here you can see the progress or the information of a particular team member or a group member and below that you can see your various channels of interaction you can likewise see your workflow and what kind of progress you have actually made what turning points that you have actually reached and just how much efficiency each agent has you can see that from over here going back into tickets i’m going to reveal 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 particular classification what type of ticket this is you can change its status you can set its top priority and you can also set what kind of query it is so what kind of question it is you can also appoint a specific representative to this inquiry so you can simply add a note essentially reply

 

tto this person and now i’m going to just 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 respond to the client so it’s automatically going to type in 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 that and now i have 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 a business that’s running this ticketing service and you have a comparable kind of response you need to provide to each of your customers 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 starting with us orders and refunds details presents and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see the length of time will delivery take that’s a concern that is typically asked you can simply release this draft and after that return to ticketing i’m just gon na as a sample just choose this ticket clearly the concern is various however i’m simply selecting this as a sample and now i’m simply going to pick 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 kinds so you’re going to click suggested options and you can see various articles that are a pre-written answer to a client concern and you can just place that pre-written information into your action and send it without needing to

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retype the same sort of answers again and again so this is an extremely simple formula for your representatives to follow so they can easily react to emails so another excellent feature that freshdesk truly supplies is developing groups so if you click on groups in the admin section you can develop various groups for different functions so if a problem and a ticket is connected to billing you can appoint a group member so over here i’ve appointed myself in this group and that person might define their role and make them the leader of this type of billing ticket besides that you can also appoint different in the group area you can likewise assign various tickets to various 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 customers may have raised a certain scenario 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 valuable and i’ll capture you guys in the next video Plastiq Freshdesk