Schedule Freshdesk Export Views – effortless omnichannel service

So we are talking about…Schedule Freshdesk Export Views…you can use freshdesk for customer care so let’s start to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as soon as you sign up you’re gon na get started and that will load your basic control panel so when you’re beginning 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 validate your e-mail and below that you can see you can include your language whatever sort of language you desire on your site 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 select your assistance channel so how you can be called via phone email social networks chat or types and below that you can include your consumer 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 someone is going to be offering the tickets for you you can invite them over here next up over here we have our control panel our control panel reveals our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets listed below that they’re gon na provide you a graph that shows you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a nice pattern and below that you have your consumer satisfaction and you can see the portion of unfavorable responses or positive actions even neutral actions and the overall actions that you have gotten on the best side you’re gon na have your to-do list so something that you need to add to your order of business you’re gon na add it over here and it’s gon na provide you a good little tip 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 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 sort of tickets you want to view if you want to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive 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 business titles their contact number facebook twitter whatever kind of account information that you have about them below that you have your solutions tab so your service tab is a basic sort of info tab which enables you to view your e-mail marketing your legal requirements

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your service associated statements so if there is something that is kind of miscellaneous you will find it in your options tab and listed below the options tab you have your reports and analytics reports are the standard 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 an assistance desk in-depth ticket analysis and you can likewise view your ticket volume patterns so you can Schedule Freshdesk Export Views

see on the ideal 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 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent performance support operation and your general account settings over here you can view the progress or the details of a particular staff member or a group member and below that you can see your different channels of communication you can likewise see your workflow and what sort of progress you have made what milestones that you have reached and just how much performance each representative has you can see that from over here going back into tickets i’m going to show you how you can resolve 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 category what sort of ticket this is you can alter its status you can set its priority and you can also set what sort of inquiry it is so what type of question it is you can likewise designate a particular agent to this question so you can just add a note essentially respond

 

tto this person and now i’m going to just tell them i will be fixing your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to reply to the customer so it’s automatically going to type in hi matt rogers that’s the consumer name this is jane doe what might be the issue with your item i’m simply going to send that and now i have actually replied to this consumer you can also erase your actions within 10 seconds so if you slip up you can delete them within a couple of 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 action you need to provide to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the categories you have basic beginning with us orders and refunds details gifts and discount coupons and truths and concerns so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see the length of time will delivery take that’s a question that is frequently asked you can just release this draft and after that return to ticketing i’m just gon na as a sample simply select this ticket certainly the concern is different however i’m simply choosing 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 responding to a consumer on the bottom left you can see recommended options and canned types 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 simply place that pre-written information into your reaction and send it without having to

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retype the same kind of responses again and again so this is a really easy formula for your agents to follow so they can easily react to e-mails so another terrific function that freshdesk actually provides is developing groups so if you click groups in the admin area you can create various groups for various functions so if a concern and a ticket is related to billing you can designate a group member so over here i’ve assigned myself in this group and that individual could define their function and make them the leader of this kind of billing ticket besides that you can likewise designate various in the group area you can likewise assign various tickets to various groups and when 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 clients may have raised a certain scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you men in the next video Schedule Freshdesk Export Views