Whmcs Freshdesk – effortless omnichannel service

So we are talking about…Whmcs Freshdesk…you can use freshdesk for customer service so let’s start first off 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 free as soon as you register you’re gon na start which will pack your basic dashboard so when you’re beginning with freshdesk as you can see on the left side it will establish your account so over here and customize your assistance desk you can verify your email and below that you can see you can include your language whatever sort of language you want on your website alter 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 likewise alter your menu color so i’m likewise 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 assistance channel so how you can be called by means of phone e-mail social media chat or types and below that you can add your client support e-mail so if someone is going to be calling you you can set that email over here and next up you can welcome someone 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 control panel our control panel reveals our

 

unsolved 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 reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice pattern and below that you have your client satisfaction and you can see the portion of favorable actions or negative responses even neutral responses and the overall actions that you have received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na add it over here and it’s gon na provide you a great little tip on your basic control panel 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 sort 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 right side you can see over here you can filter out what kind of tickets you wish to see if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out as per 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 actually gotten in touch with individuals you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic sort of details tab which permits you to see your email marketing your legal requirements

Get Whmcs Freshdesk support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is type of various you will discover it in your options tab and listed below the solutions tab you have your reports and analytics reports are the basic general introduction of how many tickets you may have offered what is the ticket volume trend 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 Whmcs Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow representative performance assistance operation and your basic account settings over here you can see the development or the information of a certain team member or a group member and below that you can see your various channels of interaction you can likewise see your workflow and what type of development you have made what milestones that you have reached and just how much productivity each representative has you can see that from over here returning into tickets i’m going to reveal 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 specific category what type of ticket this is you can alter its status you can set its top priority and you can likewise set what kind of query it is so what kind of concern it is you can likewise designate a specific agent to this query so you can simply include a note essentially respond

 

tto this person and now i’m going to just 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 instantly going to key in hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m just going to send that and now i have actually responded to this customer you can also delete your actions within 10 seconds so if you slip up you can erase them within a few 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 need to provide to each of your clients again and again you’re going to go into the services tab and over here you can see there is the classifications you have general beginning with us orders and refunds info presents and vouchers and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see for how long will delivery take that’s a question that is typically asked you can just release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket certainly the question is different but i’m just 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 replying to a consumer on the bottom left you can see suggested solutions and canned types so you’re going to click on suggested solutions and you can see various articles that are a pre-written answer to a client question and you can just insert that pre-written details into your action and send it without having to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the very same sort of responses again and again so this is a very easy formula for your representatives to follow so they can easily react to e-mails so another excellent feature that freshdesk actually supplies is creating groups so if you click on groups in the admin section you can create different groups for different purposes so if a problem and a ticket is connected to billing you can assign a group member so over here i’ve assigned myself in this group and that individual might specify their role and make them the leader of this type of billing ticket aside from that you can likewise designate different in the group section you can also appoint various tickets to different groups and once you’ve 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 customers might have elevated a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and helpful and i’ll catch you guys in the next video Whmcs Freshdesk

 

 

Whmcs Freshdesk – effortless omnichannel service

So we are talking about…Whmcs Freshdesk…you can utilize freshdesk for customer service so let’s start first off 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 free as soon as you sign up you’re gon na get started which will fill your basic control panel 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 aid desk you can confirm your email and listed below that you can see you can include your language whatever kind 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 likewise alter your menu color so i’m also gon na make that pink i guess or i ought 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 called through phone e-mail social networks chat or forms and listed below that you can include your customer assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite someone to your group so if you have a team that is working for you if someone is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our dashboard shows our

 

unresolved tickets past due 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 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 consumer fulfillment and you can see the portion of favorable responses or negative actions even neutral actions and the overall reactions that you have actually gotten on the ideal side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na include it over here and it’s gon na offer you a great little reminder on your basic control panel and now on the left side we’re gon na proceed to tickets you can sort your tickets over here so let’s just state let’s sort 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 right side you can see over here you can filter out what kind of tickets you wish to see if you wish to see the tickets that are designated to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out according to your requirements and successive listed below that you have your basic contact and companies so you can see those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever type of account information that you have about them below that you have your services tab so your option tab is a general type of details tab which enables you to see your e-mail marketing your legal requirements

Get Whmcs Freshdesk support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will find it in your solutions tab and below the options tab you have your analytics and reports reports are the standard general overview of how many tickets you may have offered what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume trends so you can Whmcs Freshdesk

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 boost 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 representative efficiency support operation and your basic account settings over here you can view the progress or the information of a certain staff member or a group member and below that you can see your various channels of communication you can likewise view your workflow and what sort of development you have made what turning points that you have actually reached and just how much efficiency each agent has you can see that from over here going back into tickets i’m going to reveal 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 include tags you can put it in a particular classification what type of ticket this is you can alter its status you can set its priority and you can also set what type of query it is so what type of question it is you can also assign a particular agent to this question so you can simply include a note essentially reply

 

tto this person and now i’m going to simply 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 include this note now i’m going to reply to the consumer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m just going to send out that and now i have replied to this consumer you can also erase your reactions 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 a business that’s running this ticketing service and you have a similar sort of action you require to provide to each of your consumers again and again you’re going to enter into the services tab and over here you can see there is the classifications you have general getting going with us orders and refunds details gifts and vouchers and facts and concerns so in fact in questions you can see over here there is some draft templates that are currently available and let’s see how long will delivery take that’s a question that is typically asked you can simply publish this draft and after that return to ticketing i’m just gon na as a sample just select this ticket certainly the question is different however i’m simply 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 consumer on the bottom left you can see recommended solutions and canned forms so you’re going to click on suggested solutions and you can see various short articles that are a pre-written answer to a consumer question and you can simply place that pre-written information into your reaction and send it without needing to

freshworks, review, chat, tools, reviews, tool, value, crm,

retype the same type of answers again and again so this is a really easy formula for your agents to follow so they can easily react to emails so another excellent function that freshdesk actually supplies is developing groups so if you click on groups in the admin section you can create various groups for various functions 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 and that individual could define their function and make them the leader of this sort of billing ticket other than that you can also assign different in the group section you can also appoint different tickets to different 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 particular scenario 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 valuable and i’ll catch you guys in the next video Whmcs Freshdesk