Setting Up Freshdesk Sandbox – effortless omnichannel service

So we are talking about…Setting Up Freshdesk Sandbox…you can use freshdesk for customer care so let’s get going first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as soon as you sign up you’re gon na get going which will pack your basic control panel so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can validate your email and listed below that you can see you can add your language whatever kind of language you desire on your website alter the color of your logo so as you can see i’m gon na go with a pink and listed below that you can also alter your menu color so i’m likewise 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 pick your support channel so how you can be contacted via phone email social media chat or types and below that you can add your customer support e-mail so if somebody is going to be contacting 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

 

unsettled 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 provide you a graph that reveals you the trends so if the tickets are selling out better or worse it’s going to reveal you a nice trend and listed below that you have your customer satisfaction and you can see the portion of positive reactions or unfavorable actions even neutral responses and the total reactions that you have received on the right side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include it over here and it’s gon na offer you a great little suggestion on your basic control panel and now on the left side we’re gon na move on to tickets you can sort 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 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 specific individual or the tickets that are still unassigned you can view them over here you can filter them out based on your requirements and next up 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 email addresses uh their company titles their phone numbers facebook twitter whatever sort of account details that you have about them listed below that you have your options tab so your option tab is a basic type of information tab which allows you to see your email marketing your legal requirements

Get Setting Up Freshdesk Sandbox support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of various you will discover it in your solutions tab and listed below the services tab you have your reports and analytics reports are the basic general introduction of the number of 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 also view your ticket volume trends so you can Setting Up Freshdesk Sandbox

see on the right side you have your today’s ticket inside so how many tickets you might have offered or so what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent productivity assistance operation and your basic 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 different channels of communication you can also see your workflow and what type of development you have actually made what milestones 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 reveal 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 particular classification what kind of ticket this is you can change its status you can set its concern and you can also set what kind of inquiry it is so what kind of question it is you can also assign a specific representative to this query so you can just add a note essentially reply

 

tto this person and now i’m going to simply tell them i will be fixing your ticket your problem 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 respond to the customer so it’s immediately 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 actually responded to this customer you can also erase your responses 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 comparable kind of action you require to give to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have actually basic getting going with us orders and refunds information presents and coupons and realities and concerns so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see how long will shipment take that’s a concern that is typically asked you can just release this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket certainly the question is different however i’m simply picking 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 responding to a customer on the bottom left you can see recommended services and canned kinds so you’re going to click recommended options and you can see various posts that are a pre-written answer to a customer concern and you can simply place that pre-written info into your action and send it without having to

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retype the same type of answers again and again so this is a really simple formula for your agents to follow so they can easily respond to emails so another great function that freshdesk actually supplies is creating groups so if you click groups in the admin area you can produce different groups for various purposes so if an issue and a ticket is associated with billing you can appoint a group member so over here i have actually designated myself in this group and that person might specify their role and make them the leader of this kind of billing ticket besides that you can likewise appoint different in the group area you can also appoint 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 client escalations where consumers may have elevated a particular situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and helpful and i’ll catch you men in the next video Setting Up Freshdesk Sandbox