Setting Up Sandbox Freshdesk – effortless omnichannel service

So we are talking about…Setting Up Sandbox Freshdesk…you can use freshdesk for customer care so let’s get started first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you sign up you’re gon na begin which will pack your basic control panel so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and individualize your help 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 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 must make that black yeah therefore you can update those and next you’re gon na select your support channel so how you can be called via phone e-mail social networks chat or kinds and below that you can add your customer support e-mail so if someone 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 group that is working for you if someone is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our control panel reveals our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a chart that shows you the trends so if the tickets are selling out much better or worse it’s going to show you a nice trend and below that you have your customer complete satisfaction and you can see the portion of favorable reactions or unfavorable reactions even neutral reactions and the total responses that you have received on the best side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na include it over here and it’s gon na offer you a good little tip on your basic control panel and now on the left side we’re gon na carry on to tickets you can sort your tickets over here so let’s just say let’s sort 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 best side you can see over here you can filter out what kind 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 needs and next up below that you have your basic contact and business so you can see those whichever manner in which you have contacted individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic sort of info tab which enables you to see your email marketing your legal requirements

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

your service associated announcements so if there is something that is kind of various you will discover it in your services tab and listed below the services tab you have your reports and analytics reports are the basic general overview of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can likewise see your ticket volume patterns so you can Setting Up Sandbox Freshdesk

see on the best side you have your today’s ticket inside so the number of tickets you might have sold or two what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can view the development or the information of a certain team member or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what kind of progress you have made what turning points that you have actually reached and just how much performance each agent has you can see 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 category what type of ticket this is you can change its status you can set its priority and you can likewise set what sort of inquiry it is so what kind of concern it is you can likewise assign a specific agent to this question so you can simply include a note essentially respond

 

tto this person and now i’m going to simply 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 upgrade the status i’m going to add this note now i’m going to reply to the customer so it’s instantly going to type in hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m simply going to send that and now i have responded to this client you can also delete 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 business that’s running this ticketing service and you have a similar kind of response you need to provide to each of your consumers again and again you’re going to go into the services tab and over here you can see there is the classifications you have actually basic starting with us orders and refunds details gifts and coupons and facts and questions so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will delivery take that’s a question that is typically asked you can simply release this draft and after that go back to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the concern is various however i’m just picking this as a sample and now i’m just going to choose this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see recommended options and canned types so you’re going to click on recommended services and you can see different short articles that are a pre-written answer to a consumer concern and you can just insert that pre-written details into your action and send it without having to

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retype the exact same type of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily respond to emails so another fantastic feature that freshdesk truly provides is producing groups so if you click on groups in the admin section you can create various groups for different purposes so if a ticket and a concern is related to billing you can appoint a group member so over here i have actually assigned myself in this group and that individual might specify their function and make them the leader of this kind of billing ticket aside from that you can also appoint various in the group section you can likewise designate 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 specific circumstance and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you men found this easy to understand and useful and i’ll catch you men in the next video Setting Up Sandbox Freshdesk