Customisable Dashboard Freshdesk – Delight your customers

So we are talking about…Customisable Dashboard Freshdesk…you can utilize 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 information and register for complimentary as quickly as you sign up you’re gon na start and that will pack your basic dashboard so when you’re getting going 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 add your language whatever type of language you want on your website alter the color of your logo so as you can see i’m gon na choose 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 update those and next you’re gon na pick your assistance channel so how you can be gotten in touch with by means of phone email social media chat or types and below that you can add your client support email so if somebody is going to be contacting you you can set that e-mail over here and next up you can welcome someone to your team so if you have a group 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 dashboard 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 graph that reveals you the trends so if the tickets are selling out much better or even worse it’s going to show you a good pattern and below that you have your consumer satisfaction and you can see the portion of positive actions or negative reactions even neutral actions and the total 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 give you a good little tip on your basic dashboard and now on the left side we’re gon na carry on to tickets you can arrange your tickets over here so let’s just state let’s sort them by their status and now you can see immediate and high ones will be on the top 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 kind of tickets you want to view if you want 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 as per your requirements and successive listed below that you have your basic contact and companies so you can see those whichever manner in which you have called people you can see their email addresses uh their business 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 solution tab is a basic type of details tab which allows you to view your email marketing your legal requirements

Get Customisable Dashboard Freshdesk support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of miscellaneous you will find it in your solutions tab and below the solutions tab you have your analytics and reports reports are the fundamental 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 a help desk thorough ticket analysis and you can likewise view your ticket volume trends so you can Customisable Dashboard 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 7 tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative productivity assistance operation and your basic account settings over here you can view the development or the details of a particular team member or a group member and listed below that you can see your different channels of communication you can likewise see your workflow and what sort of progress you have made what milestones that you have actually reached and how much efficiency each agent has you can view 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 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 type of question it is you can likewise assign a particular representative to this query so you can simply include a note essentially respond

 

tto this person and now i’m going to simply tell them i will be resolving 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 add this note now i’m going to reply to the customer so it’s automatically going to type in hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m just going to send out that and now i have actually replied to this consumer you can also erase your responses 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 similar kind of response you need to offer to each of your consumers 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 starting with us refunds and orders info gifts and discount coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are already available and let’s see how long will delivery take that’s a question that is typically asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample simply select this ticket obviously the concern is different however i’m just selecting this as a sample and now i’m just going to pick 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 suggested options and canned forms so you’re going to click on recommended options and you can see various short articles that are a pre-written answer to a consumer concern and you can just insert that pre-written info into your action and send it without needing to

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

retype the same sort of responses again and again so this is a really easy formula for your agents to follow so they can easily react to e-mails so another excellent feature that freshdesk truly provides is developing groups so if you click groups in the admin section you can create various groups for different functions 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 specify their role and make them the leader of this kind of billing ticket aside from that you can likewise designate various in the group section you can likewise assign different tickets to various groups and when 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 customer escalations where consumers may have elevated a specific scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and valuable and i’ll catch you guys in the next video Customisable Dashboard Freshdesk

 

 

Customisable Dashboard Freshdesk – Delight your customers

So we are talking about…Customisable Dashboard Freshdesk…you can utilize freshdesk for client service so let’s get going to begin with you’re gon na begin your totally 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 begin and that will fill your basic dashboard so when you’re getting going with freshdesk as you can see on the left side it will set up your account so over here and individualize your help desk you can validate your email and below that you can see you can add your language whatever sort of language you want on your website change the color of your logo design so as you can see i’m gon na choose 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 must make that black yeah and so you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with through phone email social media chat or types and listed below that you can include your consumer 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 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 successive over here we have our dashboard our dashboard reveals our

 

unsettled 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 trends so if the tickets are selling out much better or worse it’s going to reveal you a great pattern and listed below that you have your customer complete satisfaction and you can see the percentage of unfavorable reactions or positive reactions even neutral actions and the total actions that you have gotten on the best side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add it over here and it’s gon na offer you a good little pointer on your basic control panel and now on the left side we’re gon na carry on to tickets you can arrange 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 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 kind of tickets you want 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 successive listed below that you have your basic contact and companies so you can view those whichever way that you have gotten in touch with people you can see their e-mail addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your options tab so your solution tab is a basic kind of information tab which enables you to see your email marketing your legal requirements

Get Customisable Dashboard Freshdesk support, customer, ticket, software, zendesk,

your service related 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 analytics and reports reports are the basic general introduction of how many tickets you may have sold 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 Customisable Dashboard Freshdesk

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or two what is the boost or decrease in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance support operation and your general account settings over here you can see the development or the details of a certain team member or a group member and listed below that you can see your various channels of communication you can likewise view your workflow and what type of development you have made what milestones that you have actually reached and just how much productivity each agent has you can view 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 add tags you can put it in a specific category what sort of ticket this is you can alter its status you can set its priority and you can also set what type of question it is so what type of question it is you can likewise designate a specific representative to this question so you can just add a note generally respond

 

tto this person and now i’m going to just 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 automatically going to enter hi matt rogers that’s the consumer name this is jane doe what might be the problem with your product i’m simply going to send out that and now i have responded to this client you can likewise delete your reactions within 10 seconds so if you make a mistake you can erase them within a few seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar sort of action you need to provide to each of your customers again and again you’re going to enter into the services tab and over here you can see there is the categories you have actually basic starting with us orders and refunds information gifts and coupons and realities and questions so in fact in questions you can see over here there is some draft design templates that are currently readily available and let’s see the length of time will delivery take that’s a question that is often 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 clearly the concern is different but i’m simply choosing 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 client on the bottom left you can see recommended services and canned kinds so you’re going to click on recommended options and you can see various short articles that are a pre-written answer to a client concern and you can just place that pre-written info into your response and send it without needing to

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

retype the exact same kind of answers again and again so this is a very simple formula for your representatives to follow so they can quickly react to e-mails so another terrific feature that freshdesk actually offers is creating groups so if you click on groups in the admin section you can create different groups for various purposes so if a problem and a ticket is related to billing you can appoint 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 kind of billing ticket aside from that you can likewise designate 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 customer escalations where customers may have elevated a certain situation and yeah this is how you can start with your online ticketing using freshdesk.com i hope you men found this easy to understand and practical and i’ll capture you people in the next video Customisable Dashboard Freshdesk