Tag Freshdesk Tickets Automatically – effortless omnichannel service

So we are talking about…Tag Freshdesk Tickets Automatically…you can use freshdesk for client service so let’s start first of all you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na begin and that will load your basic control panel so when you’re getting going with freshdesk as you can see on the left side it will establish your account so over here and personalize your assistance desk you can confirm your email and listed below that you can see you can add your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na go with a pink and below that you can also change 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 select your support channel so how you can be gotten in touch with by means of phone e-mail social networks chat or kinds and below that you can include your consumer support email so if somebody is going to be contacting 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 someone is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our dashboard reveals our

 

unresolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na provide you a graph that shows you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a nice pattern and below that you have your customer satisfaction and you can see the percentage of negative actions or positive responses even neutral reactions and the overall reactions that you have gotten on the ideal 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 add it over here and it’s gon na provide you a nice little reminder on your basic dashboard and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just say let’s arrange them by their status and now you can see high and immediate ones will be on the top 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 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 successive below that you have your basic contact and business so you can view those whichever way that you have gotten in touch with individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever sort of account information that you have about them below that you have your options tab so your service tab is a general kind 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 discover it in your services tab and listed below the services tab you have your reports and analytics reports are the fundamental general overview of the number of tickets you might have sold what is the ticket volume pattern you can see over here you can get an assistance desk extensive ticket analysis and you can also view your ticket volume trends so you can Tag Freshdesk Tickets Automatically

see on the right 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 seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent productivity support operation and your general account settings over here you can see the development or the details of a particular employee or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what type of development you have actually made what milestones that you have reached and just how much productivity each representative has you can view that from over here going back into tickets i’m going to show you how you can solve 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 alter its status you can set its concern and you can also set what kind of question it is so what type of concern it is you can also assign a particular representative to this question so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 customer so it’s automatically going to key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your item i’m just going to send that and now i have responded to this client you can also delete your responses within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a comparable kind of response you require to offer to each of your customers again and again you’re going to go into the services 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 discount coupons and facts and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will delivery take that’s a question that is frequently asked you can simply publish this draft and then go back to ticketing i’m simply gon na as a sample just choose this ticket clearly the concern is various however i’m simply picking this as a sample and now i’m just 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 consumer on the bottom left you can see recommended solutions and canned kinds so you’re going to click on recommended solutions and you can see various posts that are a pre-written answer to a customer question and you can simply place that pre-written details into your reaction and send it without needing to

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retype the exact same type of answers again and again so this is a really simple formula for your representatives to follow so they can quickly react to e-mails so another excellent function that freshdesk actually supplies is producing groups so if you click on groups in the admin section you can produce various groups for various purposes so if a problem and a ticket is associated with billing you can appoint a group member so over here i have actually assigned myself in this group which person could specify their role and make them the leader of this sort of billing ticket other than that you can also assign different in the group area you can likewise assign different tickets to various groups and as soon as 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 certain scenario and yeah this is how you can get started with your online ticketing using freshdesk.com i hope you men discovered this easy to understand and handy and i’ll catch you guys in the next video Tag Freshdesk Tickets Automatically