Single Sign On Freshdesk And WordPress – effortless omnichannel service

So we are talking about…Single Sign On Freshdesk And WordPress…you can utilize freshdesk for customer service so let’s get going to begin with you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for complimentary as soon as you sign up you’re gon na start and that will fill your basic control panel so when you’re getting going 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 e-mail and listed below that you can see you can include your language whatever kind of language you want on your site alter the color of your logo so as you can see i’m gon na opt for a pink and listed below that you can likewise change your menu color so i’m also gon na make that pink i guess or i need to 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 through phone email social media chat or types and below that you can add your client 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 group that is working for you if someone is going to be offering the tickets for you you can welcome them over here next up over here we have our dashboard our dashboard reveals our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that shows you the trends so if the tickets are selling out much better or even worse it’s going to show you a good trend and listed below that you have your customer complete satisfaction and you can see the portion of favorable actions or unfavorable actions even neutral reactions and the total reactions that you have actually gotten on the best side you’re gon na have your to-do list so something that you need to contribute to your order of business you’re gon na include it over here and it’s gon na give you a great little suggestion 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 sort them by their status and now you can see immediate and high ones will be on the leading however 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 sort of tickets you wish to see if you want to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out as per your needs and successive below that you have your basic contact and companies so you can see those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever kind of account information that you have about them below that you have your services tab so your option tab is a general kind of info tab which permits you to see your email marketing your legal requirements

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your service related statements so if there is something that is kind of miscellaneous you will discover it in your options tab and listed below the options tab you have your reports and analytics reports are the basic general summary 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 extensive ticket analysis and you can likewise see your ticket volume patterns so you can Single Sign On Freshdesk And WordPress

see on the right side you have your today’s ticket inside so how many tickets you may have sold approximately what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative performance support operation and your basic account settings over here you can see the progress or the information of a certain employee or a group member and below that you can see your various channels of interaction you can also see your workflow and what sort of progress you have actually made what milestones that you have actually reached and just how much productivity each representative has you can see that from over here going back 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 particular category what kind of ticket this is you can change its status you can set its priority and you can also set what type of query it is so what kind of concern it is you can also appoint a specific representative to this inquiry so you can just include a note basically reply

 

tto this person and now i’m going to just tell them i will be solving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the consumer so it’s instantly 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 simply going to send that and now i have actually replied to this consumer you can also erase your actions 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 comparable type of action you need to provide 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 categories you have actually basic getting started with us orders and refunds info presents and coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are already offered 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 just gon na as a sample just choose this ticket clearly the question is different but i’m just selecting this as a sample and now i’m simply going to select 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 forms so you’re going to click suggested solutions and you can see different short articles that are a pre-written answer to a customer question and you can just insert that pre-written details into your action and send it without needing 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 feature that freshdesk really supplies is producing groups so if you click groups in the admin area you can create different groups for different purposes so if a problem and a ticket is related to billing you can appoint a group member so over here i’ve assigned myself in this group which person might specify their function and make them the leader of this sort of billing ticket aside from that you can likewise designate various in the group area you can likewise appoint 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 customer escalations where customers may have elevated a specific situation and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and useful and i’ll capture you guys in the next video Single Sign On Freshdesk And WordPress