Postmates Freshdesk Help Center – effortless omnichannel service

So we are talking about…Postmates Freshdesk Help Center…you can use freshdesk for customer care so let’s begin first of all you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you register you’re gon na get going and that will load your basic control panel 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 aid desk you can verify your e-mail and listed below that you can see you can add your language whatever kind 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 also change your menu color so i’m also gon na make that pink i guess or i need to make that black yeah and so you can upgrade those and next you’re gon na pick your assistance channel so how you can be gotten in touch with through phone e-mail social networks chat or kinds and listed below that you can add your client support email so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your team 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 control panel shows 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 offer you a graph that shows you the trends so if the tickets are selling out better or worse it’s going to show you a nice pattern and listed below that you have your consumer satisfaction and you can see the portion of negative actions or favorable reactions even neutral reactions and the total reactions that you have actually received 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 add it over here and it’s gon na give you a good little reminder on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just say let’s sort them by their status and now you can see urgent 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 view if you want to see the tickets that are appointed to a specific person 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 below that you have your basic contact and business so you can see those whichever manner in which you have actually called people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your options tab so your option tab is a basic kind of information tab which enables you to see your email marketing your legal requirements

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your service associated statements so if there is something that is type of various you will find it in your options tab and below the options tab you have your analytics and reports reports are the standard general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get an aid desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Postmates Freshdesk Help Center

see on the right side you have your today’s ticket inside so how many tickets you may have offered or so what is the increase or reduce 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 representative performance assistance operation and your general account settings over here you can view the development or the details of a certain employee or a group member and below that you can see your different channels of communication you can likewise see your workflow and what kind of development you have made what milestones that you have reached and just how much productivity each representative has you can view that from over here going back 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 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 question it is so what kind of concern it is you can also assign a particular representative to this inquiry so you can simply add a note generally respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 add this note now i’m going to reply to the consumer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send that and now i have responded to this customer you can also delete your reactions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable sort of response you require to provide 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 categories you have basic getting started with us refunds and orders details presents and vouchers and facts and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see how long will shipment take that’s a concern that is typically asked you can simply publish this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket certainly the concern is various however i’m simply picking this as a sample and now i’m simply going to choose 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 solutions and canned kinds so you’re going to click on suggested options and you can see various articles that are a pre-written answer to a client question and you can just place that pre-written details into your response and send it without needing to

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retype the exact same type of answers again and again so this is a really simple formula for your representatives to follow so they can easily respond to emails so another excellent function that freshdesk truly provides is producing groups so if you click groups in the admin section you can develop different groups for various functions so if an issue and a ticket is associated with billing you can assign a group member so over here i’ve assigned myself in this group which person might define their role and make them the leader of this kind of billing ticket besides that you can likewise assign different in the group area you can also designate various tickets to various 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 customer escalations where clients may have elevated a particular 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 useful and i’ll capture you guys in the next video Postmates Freshdesk Help Center