Synchronize Freshdesk Tickets – effortless omnichannel service

So we are talking about…Synchronize Freshdesk Tickets…you can utilize freshdesk for client service so let’s start first off you’re gon na start your totally free 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 load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and individualize your aid desk you can verify your email and 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 opt for a pink and below that you can also alter your menu color so i’m also 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 choose your support channel so how you can be called via phone e-mail social media chat or forms and listed below that you can include your client assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can invite somebody to your team so if you have a team that is working for you if somebody is going to be selling the tickets for you you can welcome them over here next up over here we have our dashboard our control panel shows our

 

unresolved tickets overdue 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 shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a nice pattern and listed below that you have your client complete satisfaction and you can see the percentage of favorable actions or unfavorable reactions even neutral reactions and the overall reactions that you have actually gotten on the best 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 provide you a nice little reminder 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 just say let’s sort them by their status and now you can see high and immediate ones will be on the leading however 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 want to see the tickets that are assigned to a particular individual 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 listed below that you have your basic contact and companies so you can view those whichever manner in which you have actually contacted people you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account information that you have about them below that you have your services tab so your service tab is a general sort of info tab which enables you to see your email marketing your legal requirements

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your service associated announcements so if there is something that is type 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 standard general summary of how many tickets you might have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Synchronize Freshdesk Tickets

see on the best side you have your today’s ticket inside so how many tickets you might have offered approximately what is the increase or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent efficiency support operation and your basic account settings over here you can view the progress or the details of a particular team member or a group member and listed below that you can see your different channels of interaction you can likewise view your workflow and what type of progress you have made what turning points that you have reached and just how much efficiency each representative 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 include tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its priority and you can likewise set what sort of question it is so what kind of concern it is you can likewise designate a specific agent to this query so you can simply add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your problem 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 reply to the consumer so it’s instantly going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have replied to this consumer you can also delete your actions 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 sort of action you need to provide to each of your consumers 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 refunds and orders information presents and vouchers and realities and questions so in fact in questions you can see over here there is some draft design templates that are already readily available and let’s see for how long will shipment take that’s a concern that is often asked you can just publish this draft and after that return to ticketing i’m just gon na as a sample just select this ticket clearly the question is different however i’m simply picking this as a sample and now i’m just going to pick this as a sample and i’m going to respond to it and you can see when you’re replying to a customer on the bottom left you can see recommended services and canned kinds so you’re going to click on suggested services and you can see different articles that are a pre-written answer to a customer concern and you can just place that pre-written details into your reaction and send it without needing to

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retype the same sort of responses again and again so this is an extremely simple formula for your agents to follow so they can quickly respond to emails so another great feature that freshdesk actually offers is producing groups so if you click groups in the admin section you can create various groups for different purposes so if a problem and a ticket is related to billing you can designate a group member so over here i’ve designated myself in this group and that individual might define their role and make them the leader of this type of billing ticket aside from that you can likewise designate various in the group section you can likewise designate different tickets to various 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 client escalations where customers may have raised a certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and valuable and i’ll capture you guys in the next video Synchronize Freshdesk Tickets