Reports Tutorial Freshdesk – effortless omnichannel service

So we are talking about…Reports Tutorial Freshdesk…you can utilize freshdesk for customer support 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 register for totally free as quickly as you sign up you’re gon na start and that will fill your basic dashboard so when you’re beginning 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 validate your email and listed below that you can see you can add your language whatever kind of language you want on your site alter the color of your logo so as you can see i’m gon na go with a pink and below that you can also alter your menu color so i’m also gon na make that pink i guess or i should make that black yeah therefore you can upgrade those and next you’re gon na pick your support channel so how you can be gotten in touch with by means of phone email social media 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 group that is working for you if someone 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 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 chart that reveals you the trends so if the tickets are selling out better or even worse it’s going to show you a great trend and listed below that you have your customer complete satisfaction and you can see the portion of positive actions or unfavorable reactions even neutral responses and the overall responses that you have actually gotten on the right side you’re gon na have your order of business so something that you require to add to your order of business you’re gon na add it over here and it’s gon na offer you a good little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s just state let’s sort them by their status and now you can see high and urgent ones will be on the top nevertheless 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 sort of tickets you want to view if you wish 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 as per your needs and successive listed below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account information that you have about them listed below that you have your solutions tab so your option tab is a general sort of info tab which enables you to view your email marketing your legal requirements

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your service related announcements so if there is something that is type of various you will discover it in your services tab and below the solutions tab you have your reports and analytics reports are the basic general introduction of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Reports Tutorial Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or so 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 group channels workflow agent performance assistance operation and your general account settings over here you can see the development or the information of a certain employee or a group member and listed below that you can see your various channels of communication you can also see your workflow and what type 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 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 specific category what type of ticket this is you can change its status you can set its priority and you can also set what sort of question it is so what type of concern it is you can also assign a particular representative to this question so you can simply include a note basically respond

 

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 add this note now i’m going to respond to the client so it’s instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m simply going to send out that and now i have replied to this client you can likewise delete your responses 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 an organization that’s running this ticketing service and you have a comparable sort of action you require to give to each of your clients 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 starting with us refunds and orders information gifts and vouchers and realities and concerns so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see for how long will delivery take that’s a question that is often 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 but i’m just selecting this as a sample and now i’m simply going to select 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 types so you’re going to click suggested solutions and you can see different posts that are a pre-written answer to a customer question and you can just insert that pre-written information into your response and send it without needing to

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retype the same sort of responses again and again so this is a really easy formula for your agents to follow so they can quickly react to emails so another terrific function that freshdesk truly supplies is developing groups so if you click on groups in the admin area you can produce various groups for various functions so if an issue and a ticket is associated with billing you can appoint a group member so over here i have actually appointed myself in this group and that person might specify their role and make them the leader of this kind of billing ticket other than that you can likewise designate different in the group area you can likewise assign different 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 consumer escalations where customers might have raised a particular situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and useful and i’ll catch you people in the next video Reports Tutorial Freshdesk