Zapier Freshdesk To Google Sheets Tutorial – effortless omnichannel service

So we are talking about…Zapier Freshdesk To Google Sheets Tutorial…you can utilize freshdesk for client service so let’s begin first of all you’re gon na begin your totally free 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 dashboard 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 help desk you can validate 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 below that you can also alter your menu color so i’m also gon na make that pink i guess or i ought to make that black yeah therefore you can upgrade those and next you’re gon na select your assistance channel so how you can be called by means of phone e-mail social networks chat or types and below that you can add your client support e-mail so if someone is going to be contacting you you can set that email over here and next up you can invite somebody to your group so if you have a team 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 reveals 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 chart that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a good trend and below that you have your consumer complete satisfaction and you can see the percentage of negative responses or favorable actions even neutral reactions and the overall responses that you have actually gotten on the best side you’re gon na have your order of business so something that you need to contribute to your order of business you’re gon na add it over here and it’s gon na provide you a nice 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 just say let’s sort them by their status and now you can see urgent and high ones will be on the leading nevertheless the other ones will be on the bottom now next up on the ideal 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 designated to a particular person 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 business so you can view those whichever way that you have contacted people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your option tab is a basic sort of information tab which allows 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 sort of miscellaneous you will discover it in your services tab and listed below the options tab you have your analytics and reports reports are the standard general introduction of how many tickets you might 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 also view your ticket volume patterns so you can Zapier Freshdesk To Google Sheets Tutorial

see on the right side you have your today’s ticket inside so the number of tickets you might have sold or so what is the increase 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 group channels workflow representative productivity assistance 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 listed below that you can see your various channels of communication you can also see your workflow and what sort of progress you have made what turning points that you have reached and just how much performance each representative has you can see that from over here going back into tickets i’m going to show 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 classification what type of ticket this is you can change its status you can set its concern and you can likewise set what kind of question it is so what kind of concern it is you can likewise assign a particular representative to this query so you can just add a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving your ticket your problem 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 customer so it’s immediately going to key in hi matt rogers that’s the customer name this is jane doe what might be the concern with your product i’m simply going to send that and now i have actually responded to this consumer you can also delete your reactions within 10 seconds so if you make a mistake you can erase 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 type of response you need 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 categories you have general beginning with us orders and refunds info gifts and discount coupons and facts and concerns 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 delivery take that’s a concern that is typically asked you can just release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the question is different but i’m simply picking this as a sample and now i’m simply going to choose 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 recommended services and canned types so you’re going to click on recommended solutions and you can see various articles that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your action 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 respond to e-mails so another excellent feature that freshdesk actually supplies is producing groups so if you click groups in the admin area you can create different groups for various purposes so if a ticket and a problem is associated with billing you can designate a group member so over here i’ve assigned myself in this group and that individual could specify 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 likewise designate various tickets to different groups and when 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 client escalations where customers may have raised a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and useful and i’ll capture you people in the next video Zapier Freshdesk To Google Sheets Tutorial