Setting Up Text Freshdesk – effortless omnichannel service

So we are talking about…Setting Up Text Freshdesk…you can utilize freshdesk for client service so let’s get started to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for totally free as soon as you sign up you’re gon na start which will fill your basic dashboard 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 individualize your assistance desk you can confirm your e-mail and below that you can see you can add your language whatever type of language you want on your website alter 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 ought to make that black yeah therefore you can update those and next you’re gon na choose your support channel so how you can be gotten in touch with via phone e-mail social networks chat or types and below that you can add your customer assistance e-mail so if somebody is going to be contacting you you can set that email over here and next up you can welcome somebody to your team so if you have a team that is working for you if somebody 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 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 chart that reveals you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and below that you have your consumer fulfillment and you can see the portion of favorable responses or negative responses even neutral actions and the total reactions that you have received on the best side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na give you a good little suggestion on your basic control panel 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 say let’s arrange them by their status and now you can see high and urgent ones will be on the top however 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 sort of tickets you want to see if you wish to see the tickets that are appointed to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and business so you can view those whichever way that you have contacted individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your solutions tab so your solution tab is a general sort of information tab which enables you to view your e-mail marketing your legal requirements

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your service associated announcements so if there is something that is kind of miscellaneous you will find it in your solutions tab and listed below the solutions tab you have your reports and analytics reports are the basic general overview of how many tickets you might have sold what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can likewise view your ticket volume trends so you can Setting Up Text Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or so 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 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 information of a particular employee or a group member and listed below that you can see your different channels of communication you can also see your workflow and what sort of development you have actually made what milestones that you have reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 specific category what sort of ticket this is you can change its status you can set its top priority and you can likewise set what sort of question it is so what kind of concern it is you can likewise appoint a specific agent to this inquiry so you can just add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be fixing 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 include this note now i’m going to respond to the consumer so it’s immediately going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send that and now i have actually replied to this client you can likewise delete 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 service that’s running this ticketing service and you have a similar type of action you require to offer 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 categories you have basic beginning with us refunds and orders information presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft design templates that are already available and let’s see for how long will shipment take that’s a question that is often asked you can just release this draft and then go back to ticketing i’m just 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 choose this as a sample and i’m going to reply to it and you can see when you’re responding to a customer on the bottom left you can see suggested services and canned kinds so you’re going to click on recommended solutions and you can see various articles that are a pre-written answer to a client concern and you can just place that pre-written information into your response and send it without having to

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retype the very same kind of answers again and again so this is an extremely easy formula for your agents to follow so they can quickly react to e-mails so another excellent feature that freshdesk really provides is developing groups so if you click groups in the admin section you can produce different groups for different functions 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 define their function and make them the leader of this sort of billing ticket other than that you can likewise assign various in the group area you can likewise appoint various tickets to different groups and once 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 customer escalations where customers might have raised a specific situation and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you people found this easy to understand and useful and i’ll catch you men in the next video Setting Up Text Freshdesk