Shopify Freshdesk Checkout Trigger – effortless omnichannel service

So we are talking about…Shopify Freshdesk Checkout Trigger…you can use freshdesk for customer support so let’s begin to begin with you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you register you’re gon na begin and that will fill your basic dashboard 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 customize your aid desk you can confirm your email and below that you can see you can add your language whatever sort of language you want on your site change the color of your logo design so as you can see i’m gon na opt for 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 should make that black yeah therefore you can upgrade those and next you’re gon na pick your assistance channel so how you can be gotten in touch with via phone email social networks chat or forms and below that you can add your client support e-mail so if somebody is going to be calling you you can set that email over here and next up you can welcome someone to your team so if you have a group that is working for you if someone 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 dashboard shows our

 

unresolved 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 shows you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a nice trend and below that you have your customer satisfaction and you can see the portion of positive actions or negative responses even neutral actions and the total reactions that you have gotten on the ideal side you’re gon na have your order of business so something that you require 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 pointer on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just state let’s arrange them by their status and now you can see high and urgent ones will be on the top 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 type of tickets you want to see if you wish to see the tickets that are assigned to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and next up listed below that you have your basic contact and business so you can see those whichever way that you have called individuals you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them below that you have your services tab so your option tab is a basic type of information tab which permits you to see your e-mail marketing your legal requirements

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your service associated statements so if there is something that is type of various you will find it in your options tab and below the solutions tab you have your reports and analytics reports are the basic general summary of how many tickets you may have sold what is the ticket volume pattern you can see over here you can get an assistance desk in-depth ticket analysis and you can also view your ticket volume trends so you can Shopify Freshdesk Checkout Trigger

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold approximately 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 productivity support operation and your basic account settings over here you can see the development or the details of a particular staff member or a group member and listed below that you can see your different channels of communication you can also see your workflow and what type of progress you have actually made what milestones that you have actually reached and just how much productivity each agent has you can see that from over here returning into tickets i’m going to show you how you can deal with 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 concern and you can also set what sort of inquiry it is so what kind of concern it is you can also designate a particular representative to this query so you can simply include a note basically reply

 

tto this person and now i’m going to just 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 add this note now i’m going to respond to the consumer so it’s automatically going to type 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 out that and now i have actually responded to this client you can also erase your responses within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re an organization that’s running this ticketing service and you have a comparable kind of action you require to give to each of your clients again and again you’re going to enter into the options tab and over here you can see there is the classifications you have general beginning 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 design templates that are already offered and let’s see for how long will shipment take that’s a question that is frequently asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample simply choose this ticket clearly the concern is different but i’m just picking this as a sample and now i’m simply going to pick 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 solutions and canned types so you’re going to click suggested options and you can see different posts that are a pre-written answer to a customer concern and you can simply insert that pre-written information into your reaction and send it without needing to

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retype the exact same sort of answers again and again so this is a very easy formula for your representatives to follow so they can easily respond to emails so another terrific feature that freshdesk really offers is creating groups so if you click groups in the admin area you can create various groups for different functions so if a concern and a ticket is related to billing you can appoint a group member so over here i’ve appointed myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket other than that you can likewise assign different in the group area you can likewise assign different 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 consumer escalations where clients may have raised a particular situation and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you people discovered this easy to understand and practical and i’ll catch you people in the next video Shopify Freshdesk Checkout Trigger