Setting Up Freshdesk On Shopify – effortless omnichannel service

So we are talking about…Setting Up Freshdesk On Shopify…you can utilize freshdesk for customer service so let’s get started first of all you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for free as quickly as you sign up you’re gon na get going and that will fill your basic control panel so when you’re starting with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can confirm your email and listed below that you can see you can include your language whatever type of language you desire on your website change the color of your logo so as you can see i’m gon na opt for a pink and below that you can also alter your menu color so i’m likewise 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 select your assistance channel so how you can be gotten in touch with through phone email social networks chat or forms and below that you can add your consumer assistance e-mail 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 next up over here we have our dashboard our dashboard shows our

 

unresolved tickets overdue 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a good trend and listed below that you have your customer satisfaction and you can see the percentage of favorable responses or negative responses even neutral reactions and the total actions that you have actually gotten on the ideal 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 include it over here and it’s gon na give 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 arrange your tickets over here so let’s simply state let’s arrange them by their status and now you can see high and immediate ones will be on the leading 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 kind 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 see them over here you can filter them out according to your requirements and successive listed 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 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 kind of information tab which allows you to view your email marketing your legal requirements

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your service associated statements so if there is something that is sort of various you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the fundamental general summary of how many tickets you may have offered what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise view your ticket volume patterns so you can Setting Up Freshdesk On Shopify

see on the ideal side you have your today’s ticket inside so the number of tickets you might have offered or so what is the boost or reduce in these sales you can see getting 7 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 view the progress or the details of a particular employee or a group member and below that you can see your different channels of interaction you can likewise see your workflow and what sort of progress you have made what milestones that you have reached and just how much productivity each representative has you can see that from over here returning into tickets i’m going to reveal 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 specific classification what type of ticket this is you can change its status you can set its concern and you can also set what sort of inquiry it is so what kind of question it is you can likewise assign a particular representative to this question so you can simply add a note generally respond

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to include this note now i’m going to reply to the client so it’s immediately going to key in hi matt rogers that’s the client 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 client you can also delete 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 response you require to provide 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 basic getting going with us orders and refunds info gifts and discount coupons and truths and concerns 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 delivery take that’s a concern that is frequently asked you can simply publish this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket obviously the concern is different but i’m simply choosing this as a sample and now i’m just 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 consumer 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 various articles that are a pre-written answer to a customer question and you can simply place that pre-written info into your reaction and send it without having to

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retype the very same kind of responses again and again so this is a very easy formula for your agents to follow so they can easily respond to e-mails so another fantastic feature that freshdesk actually supplies is creating groups so if you click groups in the admin area you can develop various groups for various purposes so if a ticket and a concern is associated with billing you can assign a group member so over here i’ve appointed myself in this group which person could specify their role and make them the leader of this sort of billing ticket aside from that you can also assign different in the group area you can likewise designate various tickets to different groups and when 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 customer escalations where consumers might have elevated a specific circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and handy and i’ll capture you men in the next video Setting Up Freshdesk On Shopify