Pulling Freshdesk Tags Into Looker – effortless omnichannel service

So we are talking about…Pulling Freshdesk Tags Into Looker…you can utilize freshdesk for customer service 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 details and register for complimentary 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 set up your account so over here and customize your aid desk you can confirm your email and below that you can see you can include your language whatever sort 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 also change your menu color so i’m likewise 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 called through phone e-mail social networks chat or types and below that you can include your customer support 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 group so if you have a team 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 reveals our

 

unsettled 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 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 good pattern and listed below that you have your consumer complete satisfaction and you can see the portion of favorable actions or negative actions even neutral actions and the total actions that you have actually received on the right 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 include 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 carry on to tickets you can sort 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 leading 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 kind of tickets you want to view if you want to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive below that you have your basic contact and companies so you can see those whichever manner in which you have actually contacted people you can see their email addresses uh their company titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your option tab is a basic type of info tab which enables you to view your e-mail marketing your legal requirements

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your service related announcements so if there is something that is type of various you will find it in your solutions tab and below the services tab you have your analytics and reports reports are the fundamental 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 in-depth ticket analysis and you can also see your ticket volume patterns so you can Pulling Freshdesk Tags Into Looker

see on the right side you have your today’s ticket inside so the number of tickets you may have offered or two what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent efficiency assistance operation and your general account settings over here you can view the development or the details of a specific employee or a group member and below that you can see your various channels of communication you can also view your workflow and what sort of progress you have made what milestones 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 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 classification what kind of ticket this is you can alter its status you can set its concern and you can also set what kind of inquiry it is so what kind of question it is you can also assign a particular agent to this inquiry so you can just add a note generally reply

 

tto this person and now i’m going to simply 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 reply to the client so it’s automatically going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send that and now i have actually responded to this consumer you can likewise erase your responses within 10 seconds so if you make a mistake you can delete them within a couple of 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 offer to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have general starting with us refunds and orders info 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 offered and let’s see how long will delivery take that’s a question that is typically asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket certainly the question is different but 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 respond to it and you can see when you’re replying to a client on the bottom left you can see recommended services and canned kinds so you’re going to click suggested options and you can see different posts 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 type of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily respond to emails so another excellent feature that freshdesk really supplies is developing groups so if you click groups in the admin section you can create various groups for different purposes so if a ticket and a concern is connected to billing you can appoint a group member so over here i’ve designated myself in this group and that individual might specify their function and make them the leader of this type of billing ticket besides that you can likewise appoint various in the group section you can also designate different tickets to different groups and once 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 particular situation and yeah this is how you can start 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 Pulling Freshdesk Tags Into Looker