Customizing Email Notifications.Freshdesk – Delight your customers

So we are talking about…Customizing Email Notifications.Freshdesk…you can use freshdesk for customer service so let’s get started first of all you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you sign up you’re gon na get started and that will load 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 confirm your e-mail and below that you can see you can include your language whatever kind of language you desire on your website alter the color of your logo so as you can see i’m gon na opt for 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 ought to make that black yeah and so you can update those and next you’re gon na choose your support channel so how you can be called through phone e-mail social networks chat or forms and below that you can include your customer support e-mail so if someone is going to be calling you you can set that email over here and next up you can invite someone to your group so if you have a team that is working for you if somebody 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 shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets 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 worse it’s going to reveal you a good trend and below that you have your customer fulfillment and you can see the portion of favorable reactions or negative reactions even neutral reactions and the overall responses that you have gotten on the right 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 offer 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 urgent ones will be on the top 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 kind of tickets you want to see if you want to see the tickets that are designated to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and next up listed below that you have your basic contact and companies so you can view those whichever manner in which you have called people you can see their email addresses uh their company titles their phone numbers facebook twitter whatever type of account details that you have about them below that you have your services tab so your option tab is a general sort of information tab which allows you to view your e-mail marketing your legal requirements

Get Customizing Email Notifications.Freshdesk support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of various you will discover it in your services tab and listed below the solutions tab you have your reports and analytics reports are the standard general summary of how many tickets you might have offered what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume trends so you can Customizing Email Notifications.Freshdesk

see on the right 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 agent performance assistance operation and your basic account settings over here you can see the progress or the information 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 progress you have actually made what turning points that you have reached and just how much efficiency each agent has you can view that from over here going back into tickets i’m going to reveal 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 kind of ticket this is you can change its status you can set its concern and you can also set what type of inquiry it is so what type of concern it is you can likewise assign a particular agent to this query so you can simply include a note essentially reply

 

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 include this note now i’m going to respond to the consumer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m just going to send out that and now i have actually responded to this consumer you can also delete your responses within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your e-mails so if you’re a company that’s running this ticketing service and you have a similar sort of action 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 basic getting started with us refunds and orders info presents and vouchers and truths and concerns so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see for how long will shipment take that’s a question that is often asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample simply select this ticket certainly the concern is various but i’m simply selecting this as a sample and now i’m just going to select 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 articles that are a pre-written answer to a customer question and you can simply place that pre-written information into your response 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 simple formula for your agents to follow so they can quickly react to e-mails so another fantastic function that freshdesk actually offers is producing groups so if you click groups in the admin area you can produce different groups for different functions so if a problem and a ticket is connected to billing you can assign a group member so over here i have actually designated myself in this group which individual might define their role and make them the leader of this sort of billing ticket besides that you can likewise appoint different in the group area you can also appoint various tickets to various 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 consumer escalations where clients may 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 discovered this easy to understand and handy and i’ll capture you guys in the next video Customizing Email Notifications.Freshdesk

 

 

Customizing Email Notifications.Freshdesk – Delight your customers

So we are talking about…Customizing Email Notifications.Freshdesk…you can utilize freshdesk for customer service so let’s get started to begin with you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your details and sign up for complimentary as quickly as you register you’re gon na get started and that will load 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 customize your aid desk you can confirm your e-mail and below that you can see you can add your language whatever type of language you desire on your website change 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 change 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 pick your assistance channel so how you can be gotten in touch with via phone email social media chat or types and listed below that you can add your customer assistance e-mail so if someone is going to be calling you you can set that email over here and next up you can invite someone to your group so if you have a group that is working for you if somebody is going to be selling the tickets for you you can welcome them over here successive over here we have our control panel our dashboard reveals 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 give you a chart that shows you the patterns so if the tickets are selling out much better or even worse it’s going to show you a nice trend and listed below that you have your customer fulfillment and you can see the percentage of positive responses or unfavorable actions even neutral responses and the total actions that you have gotten on the right side you’re gon na have your order of business so something that you need to add to your to-do list you’re gon na include it over here and it’s gon na offer you a nice little reminder on your basic dashboard and now on the left side we’re gon na move on 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 immediate and high ones will be on the top nevertheless 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 type of tickets you wish to view if you want to see the tickets that are assigned 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 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 individuals you can see their email addresses uh their business 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 option tab is a general kind of details tab which permits you to view your e-mail marketing your legal requirements

Get Customizing Email Notifications.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 services tab and below the services tab you have your reports and analytics reports are the fundamental general introduction of the number of tickets you may have offered what is the ticket volume trend you can see over here you can get an aid desk extensive ticket analysis and you can also see your ticket volume patterns so you can Customizing Email Notifications.Freshdesk

see on the best 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 seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative productivity assistance operation and your general account settings over here you can see the progress 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 see your workflow and what kind of development you have made what turning points 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 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 alter its status you can set its top priority and you can likewise set what kind of inquiry it is so what type of question it is you can also assign a specific representative to this query so you can simply add a note essentially reply

 

tto this person and now i’m going to just tell them i will be fixing 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 include this note now i’m going to reply to the client so it’s immediately going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your product i’m simply going to send out that and now i have responded to this consumer you can also delete your responses 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 service that’s running this ticketing service and you have a comparable type of action you need to provide to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have actually basic beginning with us refunds and orders details gifts and discount 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 how long will delivery take that’s a question that is typically asked you can simply release this draft and after that return to ticketing i’m simply gon na as a sample just choose this ticket clearly the question is various but i’m just selecting 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 customer on the bottom left you can see recommended solutions and canned forms so you’re going to click on recommended solutions and you can see different posts that are a pre-written answer to a client concern and you can simply insert that pre-written information into your reaction and send it without needing to

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

retype the exact same kind of responses again and again so this is an extremely simple formula for your representatives to follow so they can easily react to emails so another terrific feature that freshdesk really provides is creating groups so if you click groups in the admin area you can create different groups for different functions so if a problem and a ticket is connected to billing you can assign a group member so over here i have actually designated myself in this group which individual could define their function and make them the leader of this type of billing ticket besides that you can also assign different in the group section you can likewise designate various tickets to various groups and as soon as 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 may have raised a specific situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and useful and i’ll catch you people in the next video Customizing Email Notifications.Freshdesk