Search Custom User Fields Freshdesk – effortless omnichannel service

So we are talking about…Search Custom User Fields Freshdesk…you can utilize freshdesk for client service so let’s start first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as quickly as you register you’re gon na begin which 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 customize your assistance desk you can validate your e-mail and listed below that you can see you can add your language whatever type 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 listed below that you can likewise change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can upgrade those and next you’re gon na choose your assistance channel so how you can be called via phone e-mail social media chat or kinds and listed below that you can include your consumer support email so if somebody is going to be contacting you you can set that email over here and next up you can welcome someone to your group so if you have a team 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 reveals our

 

unsolved tickets overdue 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 reveals you the trends so if the tickets are selling out better or worse it’s going to show you a nice trend and listed below that you have your client complete satisfaction and you can see the portion of unfavorable actions or favorable reactions even neutral reactions 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 require to contribute 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 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 sort of tickets you wish to view if you want to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can see them over here you can filter them out according to your needs and next up listed below that you have your basic contact and business so you can see those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your options tab so your solution tab is a basic sort of information tab which allows you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is kind of various you will find it in your options tab and below the options tab you have your reports and analytics reports are the basic 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 a help desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Search Custom User Fields Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered or two what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the information of a particular team member or a group member and listed below that you can see your various channels of interaction you can likewise view your workflow and what kind of development you have made what milestones that you have reached and how much efficiency each agent has you can view that from over here going back into tickets i’m going to show you how you can solve 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 type of ticket this is you can change its status you can set its top priority and you can likewise set what kind of query it is so what kind of concern it is you can likewise appoint a particular representative to this inquiry so you can just add a note basically respond

 

tto this person and now i’m going to just tell them i will be resolving your ticket your concern 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 respond to the client so it’s instantly going to type in hi matt rogers that’s the client name this is jane doe what might be the issue with your product i’m simply going to send that and now i have actually replied to this customer you can also erase your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your e-mails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you require to give 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 classifications you have general starting with us orders and refunds information presents and discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are currently offered and let’s see for how long will delivery take that’s a question that is frequently asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket certainly the concern is different but i’m just choosing this as a sample and now i’m simply going to select 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 solutions and canned types so you’re going to click on recommended solutions and you can see different posts that are a pre-written answer to a client question and you can just place that pre-written info into your reaction and send it without needing to

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retype the exact same sort of responses again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another excellent function that freshdesk truly supplies is developing groups so if you click groups in the admin section you can produce different groups for various purposes so if a concern and a ticket is associated with billing you can assign a group member so over here i have actually appointed myself in this group and that person could specify their function and make them the leader of this sort of billing ticket aside from that you can likewise designate different in the group section 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 might have raised a certain scenario 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 helpful and i’ll catch you men in the next video Search Custom User Fields Freshdesk