Create A New Rule In Freshdesk – Delight your customers

So we are talking about…Create A New Rule In Freshdesk…you can use freshdesk for client service so let’s begin first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as quickly as you register you’re gon na get going which will fill your basic dashboard so when you’re starting 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 confirm your e-mail and below that you can see you can include your language whatever kind of language you desire on your site alter the color of your logo design 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 likewise 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 choose your support channel so how you can be contacted through phone e-mail social networks chat or types and below that you can add your consumer assistance email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone to your team so if you have a team that is working for you if somebody 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 control panel shows our

 

unsolved tickets past due 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 chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a great pattern and listed below that you have your client complete satisfaction and you can see the percentage of unfavorable reactions or positive reactions even neutral responses and the total reactions that you have actually received on the right side you’re gon na have your order of business so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na give you a good 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 say let’s arrange 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 appointed to a particular person 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 companies so you can view those whichever manner in which you have actually contacted individuals you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your solutions tab so your option tab is a basic type of information tab which allows you to see your e-mail marketing your legal requirements

Get Create A New Rule In Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of miscellaneous you will find it in your options tab and listed below the options tab you have your reports and analytics reports are the standard general summary of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can also view your ticket volume patterns so you can Create A New Rule In Freshdesk

see on the right side you have your today’s ticket inside so how many tickets you may have offered or so what is the boost or decrease in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your basic administrative settings your team channels workflow agent performance assistance operation and your basic account settings over here you can see the progress or the details of a certain staff member or a group member and listed below that you can see your different channels of communication you can likewise view your workflow and what type of development you have actually made what turning points that you have actually reached and just how much productivity each agent 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 add tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its top priority and you can also set what kind of inquiry it is so what kind of concern it is you can also appoint a specific agent to this query so you can just add a note basically reply

 

tto this person and now i’m going to simply tell them i will be solving your ticket your concern 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 instantly going to key in hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m just going to send out that and now i have replied to this consumer you can also delete your responses within 10 seconds so if you make a mistake you can erase 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 comparable kind of reaction you need to offer 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 categories you have actually basic getting going with us refunds and orders information presents and discount coupons and realities and questions so in fact in questions you can see over here there is some draft templates that are already offered and let’s see the length of time will shipment take that’s a question that is typically asked you can just release this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket obviously 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 replying to a customer on the bottom left you can see suggested options and canned kinds so you’re going to click suggested services and you can see various articles that are a pre-written answer to a customer question and you can simply place that pre-written information into your action and send it without needing to

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

retype the exact same type of responses again and again so this is a very simple formula for your agents to follow so they can quickly respond to emails so another terrific function that freshdesk really provides is producing groups so if you click on groups in the admin area you can produce various groups for various purposes so if a ticket and a problem is related to billing you can appoint a group member so over here i have actually appointed myself in this group which person might define their function and make them the leader of this sort of billing ticket other than that you can likewise assign various in the group area you can also appoint different tickets to different 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 consumers might have elevated a particular situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you people found this easy to understand and practical and i’ll catch you men in the next video Create A New Rule In Freshdesk

 

 

Create A New Rule In Freshdesk – Delight your customers

So we are talking about…Create A New Rule In Freshdesk…you can utilize freshdesk for client service so let’s get started first off you’re gon na begin your complimentary 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 begin and that will pack your basic dashboard so when you’re starting with freshdesk as you can see on the left side it will set up your account so over here and personalize your assistance desk you can confirm your e-mail and below that you can see you can add 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 go with a pink and below that you can also alter your menu color so i’m likewise gon na make that pink i guess or i need to make that black yeah therefore you can upgrade those and next you’re gon na choose your support channel so how you can be contacted via phone e-mail social networks chat or types and below that you can add your customer support e-mail 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 group that is working for you if somebody is going to be selling the tickets for you you can invite them over here next up over here we have our control panel our control panel shows 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 give you a graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to reveal you a good trend and below that you have your customer fulfillment and you can see the percentage of positive reactions or unfavorable actions even neutral responses and the total responses that you have received on the right side you’re gon na have your to-do list so something that you need to contribute to your to-do list you’re gon na include it over here and it’s gon na provide you a nice little pointer 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 simply state let’s arrange them by their status and now you can see high and immediate ones will be on the top nevertheless 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 type of tickets you wish to view if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can view them over here you can filter them out as per your needs and successive below that you have your basic contact and business so you can view those whichever manner in which you have actually contacted people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your service tab is a general type of info tab which allows you to see your email marketing your legal requirements

Get Create A New Rule In Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will find it in your solutions tab and listed below the solutions tab you have your reports and analytics reports are the basic general summary 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 likewise see your ticket volume patterns so you can Create A New Rule In Freshdesk

see on the ideal side you have your today’s ticket inside so the number of tickets you might have sold or two 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 agent 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 below that you can see your different channels of interaction you can likewise view your workflow and what kind of progress you have made what turning points that you have reached and how much performance each agent has you can view that from over here going back into tickets i’m going to show you how you can resolve 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 top priority and you can likewise set what kind of question it is so what type of question it is you can likewise appoint a particular representative to this query so you can just include a note generally respond

 

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 upgrade the status i’m going to add this note now i’m going to reply to the client so it’s immediately going to type in hi matt rogers that’s the client name this is jane doe what might be the concern with your item i’m simply going to send that and now i have actually replied to this consumer you can also erase your responses within 10 seconds so if you slip up you can erase 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 similar kind of action you require to give 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 general beginning with us refunds and orders info presents and coupons and truths 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 the length of time will shipment 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 various but i’m simply selecting this as a sample and now i’m simply going to choose this as a sample and i’m going to respond to it and you can see when you’re replying to a client on the bottom left you can see suggested services and canned forms so you’re going to click on suggested services and you can see various short articles that are a pre-written answer to a customer concern and you can just place that pre-written info into your reaction and send it without having to

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

retype the very same sort of answers again and again so this is a really easy formula for your representatives to follow so they can easily react to e-mails so another fantastic function that freshdesk truly offers is producing groups so if you click on groups in the admin area 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 have actually designated myself in this group which person might define their role and make them the leader of this sort of billing ticket other than that you can likewise assign different in the group section you can likewise designate various 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 consumer escalations where clients might have elevated a particular situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and valuable and i’ll catch you guys in the next video Create A New Rule In Freshdesk