Podio Freshdesk Integration – effortless omnichannel service

So we are talking about…Podio Freshdesk Integration…you can use freshdesk for customer service so let’s get going first off 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 free as soon as you sign up you’re gon na get started which 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 customize your help desk you can validate your e-mail and below that you can see you can add your language whatever sort of language you desire on your website alter the color of your logo design so as you can see i’m gon na go with a pink and listed below that you can likewise alter 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 support channel so how you can be gotten in touch with by means of phone email social networks chat or kinds and listed below that you can add your client assistance email so if someone is going to be calling 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 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

 

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 chart that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable actions or positive reactions even neutral reactions and the overall reactions that you have gotten on the best side you’re gon na have your to-do list so something that you require to contribute to your to-do list you’re gon na include it over here and it’s gon na provide you a great little tip on your basic dashboard 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 sort them by their status and now you can see urgent and high ones will be on the leading 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 want to view if you want to see the tickets that are designated to a specific person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and successive below that you have your basic contact and companies so you can see those whichever manner in which you have gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a general kind of information tab which permits you to view your email marketing your legal requirements

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your service associated statements so if there is something that is sort of various you will discover it in your solutions tab and below the solutions tab you have your analytics and reports reports are the basic general introduction of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Podio Freshdesk Integration

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or two what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed 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 progress or the details of a specific team member or a group member and listed below that you can see your various channels of communication you can also view your workflow and what kind of progress you have actually made what milestones that you have reached and just how much efficiency each agent has you can see that from over here returning 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 specific 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 question it is so what kind of question it is you can also appoint a specific agent to this query so you can just add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your concern 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 consumer so it’s instantly going to type in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have responded to this customer you can also delete your responses within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a similar sort of reaction you require to give 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 general getting going with us refunds and orders information 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 readily available and let’s see for how long will delivery take that’s a question that is typically asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket obviously the question 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 recommended solutions and canned forms so you’re going to click suggested solutions and you can see various short articles that are a pre-written answer to a consumer 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 type of answers again and again so this is an extremely easy formula for your agents to follow so they can quickly respond to e-mails so another excellent feature that freshdesk actually provides is creating groups so if you click on groups in the admin section you can create different groups for different functions so if a ticket and an issue is connected to billing you can assign a group member so over here i have actually appointed myself in this group which person could define their role and make them the leader of this kind of billing ticket aside from that you can also designate different in the group area you can also designate various tickets to different groups and as soon as 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 customer escalations where consumers might have raised a particular circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and handy and i’ll capture you men in the next video Podio Freshdesk Integration