Drift And Freshdesk Integration – Delight your customers

So we are talking about…Drift And Freshdesk Integration…you can use freshdesk for client service so let’s begin to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as soon as you sign up you’re gon na begin which 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 customize your aid desk you can validate your e-mail and below that you can see you can include your language whatever kind 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 likewise change your menu color so i’m also gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be gotten in touch with via phone e-mail social networks chat or kinds and listed below that you can include your customer assistance email so if someone 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 team 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

 

unresolved 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 graph that reveals you the trends so if the tickets are selling out much better or worse it’s going to reveal you a nice pattern and below that you have your client fulfillment and you can see the percentage of negative reactions or positive reactions even neutral actions and the overall actions that you have actually received on the ideal side you’re gon na have your to-do list so something that you require to contribute to your to-do list 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 carry 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 urgent and high ones will be on the leading 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 want to see if you want to see the tickets that are designated to a specific 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 actually gotten in touch with individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever kind of account information that you have about them listed below that you have your options tab so your service tab is a basic type of information tab which permits you to view your email marketing your legal requirements

Get Drift And Freshdesk Integration support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will discover it in your solutions tab and listed below the options tab you have your reports and analytics reports are the basic general introduction of how many tickets you may have sold what is the ticket volume pattern 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 Drift And Freshdesk Integration

see on the best side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost or reduce in these sales you can see getting 7 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 development or the details of a specific employee or a group member and 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 actually reached and just how much productivity 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 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 top priority and you can likewise set what sort of inquiry it is so what kind of concern it is you can also designate a specific agent to this inquiry so you can just include a note basically 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 upgrade the status i’m going to add this note now i’m going to respond to the client so it’s instantly going to type in 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 replied to this consumer you can likewise erase your responses within 10 seconds so if you make a mistake you can erase 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 type of response you require to give to each of your clients 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 general getting started with us orders and refunds info gifts and vouchers and realities and questions so in fact in questions you can see over here there is some draft templates that are already readily available and let’s see for how long will shipment take that’s a concern that is frequently asked you can simply publish this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket obviously the concern is various however i’m just choosing 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 responding to a consumer on the bottom left you can see suggested services and canned types so you’re going to click on recommended services and you can see different articles that are a pre-written answer to a customer question and you can simply insert that pre-written details into your response and send it without having to

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

retype the same kind of responses again and again so this is a very simple formula for your agents to follow so they can quickly react to emails so another excellent function that freshdesk truly offers is developing groups so if you click groups in the admin area you can develop different groups for different functions so if an issue and a ticket is associated with billing you can appoint a group member so over here i’ve assigned myself in this group and that person could define their role and make them the leader of this sort of billing ticket aside from that you can also assign various in the group section you can also designate different tickets to different 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 client escalations where consumers may have elevated a specific scenario and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men discovered this easy to understand and helpful and i’ll capture you guys in the next video Drift And Freshdesk Integration