Run Reports Through Freshdesk Insights – effortless omnichannel service

So we are talking about…Run Reports Through Freshdesk Insights…you can utilize freshdesk for client service 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 sign up for free as quickly as you register you’re gon na get going and that will fill your basic control panel 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 personalize your help desk you can confirm your e-mail and listed below that you can see you can add your language whatever sort of language you desire on your website change the color of your logo design so as you can see i’m gon na go with 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 by means of phone email social networks chat or kinds and listed below that you can add your consumer assistance email so if somebody is going to be contacting you you can set that e-mail 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 next up 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 listed below that they’re gon na offer you a graph 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 client satisfaction and you can see the percentage of unfavorable reactions or positive reactions even neutral reactions and the total responses that you have actually received on the best 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 add it over here and it’s gon na give you a nice little reminder on your basic dashboard and now on the left side we’re gon na move on to tickets you can sort your tickets over here so let’s just state let’s arrange 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 ideal side you can see over here you can filter out what sort of tickets you wish to see 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 requirements and successive below that you have your basic contact and companies so you can view those whichever manner in which you have actually contacted individuals you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your services tab so your solution tab is a general sort of information tab which allows you to see your e-mail marketing your legal requirements

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your service related announcements so if there is something that is type of miscellaneous you will find it in your services tab and below the options tab you have your reports and analytics reports are the basic general summary of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise view your ticket volume trends so you can Run Reports Through Freshdesk Insights

see on the ideal side you have your today’s ticket inside so how many tickets you might have sold or so what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow representative efficiency assistance operation and your general account settings over here you can view the development or the information of a specific staff member or a group member and below that you can see your various channels of communication you can also view your workflow and what kind of development you have actually made what turning points that you have 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 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 include tags you can put it in a particular classification what kind of ticket this is you can change its status you can set its priority and you can also set what sort of query it is so what kind of concern it is you can also appoint a specific representative to this question so you can just add a note essentially reply

 

tto this person and now i’m going to just 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 include this note now i’m going to reply to the client so it’s automatically going to type in hi matt rogers that’s the customer 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 responded to this consumer you can also erase your reactions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a similar kind of action you need to provide to each of your customers again and again you’re going to go into the services tab and over here you can see there is the categories you have general getting going with us orders and refunds details presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will shipment 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 choose this ticket clearly the question is various however i’m simply selecting 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 customer on the bottom left you can see suggested services and canned forms so you’re going to click suggested services and you can see various articles that are a pre-written answer to a consumer question and you can just place that pre-written information into your action and send it without having to

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retype the very same type of answers again and again so this is an extremely simple formula for your representatives to follow so they can quickly react to emails so another excellent function that freshdesk actually offers is creating groups so if you click groups in the admin area you can develop different groups for various purposes so if an issue and a ticket is connected to billing you can assign a group member so over here i have actually assigned myself in this group and that person could specify their function and make them the leader of this type of billing ticket besides that you can also assign different in the group area you can also assign different 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 client escalations where customers may have elevated a specific circumstance and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and practical and i’ll capture you men in the next video Run Reports Through Freshdesk Insights