Freshdesk And Active Campaign – Delight your customers

So we are talking about…Freshdesk And Active Campaign…you can utilize freshdesk for customer support so let’s start 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 complimentary as soon as you register you’re gon na get started which will load 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 help desk you can verify your e-mail and below that you can see you can include your language whatever kind of language you desire on your website change the color of your logo 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 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 forms and below that you can include your customer assistance e-mail so if somebody 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 someone is going to be selling the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows our

 

unsolved tickets past due tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give 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 great trend and below that you have your client complete satisfaction and you can see the portion of unfavorable actions or positive actions even neutral actions and the total reactions that you have gotten on the ideal 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 good 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 just say let’s arrange them by their status and now you can see urgent 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 type of tickets you wish to see if you wish to see the tickets that are appointed to a particular individual or the tickets that are still unassigned you can view them over here you can filter them out based on your needs and successive listed below that you have your basic contact and business so you can see those whichever manner in which you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever type of account information that you have about them listed below that you have your solutions tab so your solution tab is a basic type of info tab which permits you to view your email marketing your legal requirements

Get Freshdesk And Active Campaign support, customer, ticket, software, zendesk,

your service related statements so if there is something that is kind of miscellaneous you will find it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general introduction of the number of tickets you might 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 likewise view your ticket volume patterns so you can Freshdesk And Active Campaign

see on the best side you have your today’s ticket inside so how many tickets you may have offered approximately what is the boost or decrease in these sales you can see getting seven tickets increase the volume by 99 and 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 staff member or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what kind of development you have made what milestones that you have reached and just how much efficiency each agent has you can view that from over here returning 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 include tags you can put it in a specific classification what sort of ticket this is you can alter its status you can set its priority and you can likewise set what kind of query it is so what kind of question it is you can likewise assign a specific representative to this question so you can just add a note essentially reply

 

tto this person and now i’m going to just tell them i will be resolving 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 automatically going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your item i’m just going to send that and now i have responded to this consumer you can likewise erase your responses within 10 seconds so if you slip up you can delete them within a couple of seconds and retype your emails so if you’re an organization that’s running this ticketing service and you have a similar type of action you require to give to each of your clients again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have basic getting going with us orders and refunds info presents and vouchers 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 question that is typically asked you can just publish this draft and then go back to ticketing i’m just gon na as a sample simply select this ticket obviously the concern is different but 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 respond to it and you can see when you’re responding to a client on the bottom left you can see recommended services and canned kinds so you’re going to click recommended options and you can see various articles that are a pre-written answer to a customer concern and you can simply place 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 answers again and again so this is a really simple formula for your representatives to follow so they can quickly react to emails so another great function that freshdesk truly provides is developing groups so if you click on groups in the admin section you can create different groups for different functions so if a concern and a ticket is connected to billing you can designate a group member so over here i have actually appointed myself in this group and that individual could specify their function and make them the leader of this kind of billing ticket other than that you can likewise designate various in the group section you can likewise appoint different tickets to various 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 consumer escalations where customers may have elevated a certain circumstance and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you men found this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk And Active Campaign

 

 

Freshdesk And Active Campaign – Delight your customers

So we are talking about…Freshdesk And Active Campaign…you can utilize freshdesk for customer service so let’s begin first off 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 sign up you’re gon na begin which will pack your basic control panel 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 assistance desk you can validate your email and listed below that you can see you can include your language whatever type of language you desire on your site 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 likewise gon na make that pink i guess or i should make that black yeah therefore you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with via phone email social networks chat or forms and below that you can add your customer support e-mail so if somebody is going to be calling you you can set that e-mail over here and next up you can welcome 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 successive over here we have our dashboard our control panel reveals 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 offer you a graph that shows you the trends so if the tickets are selling out better or even worse it’s going to show you a nice trend and below that you have your client fulfillment and you can see the portion of unfavorable responses or positive reactions even neutral responses and the total actions that you have actually gotten on the best side you’re gon na have your to-do list 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 offer you a great little suggestion on your basic control panel 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 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 assigned to a particular individual or the tickets that are still unassigned you can view 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 gotten in touch with people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account information that you have about them listed below that you have your services tab so your option tab is a general type of details tab which allows you to view your email marketing your legal requirements

Get Freshdesk And Active Campaign support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is sort of miscellaneous you will discover it in your services tab and below the options 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 trend you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk And Active Campaign

see on the right side you have your today’s ticket inside so how many tickets you might have sold or so what is the boost or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow representative performance support operation and your general account settings over here you can view the development or the information of a certain team member 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 development you have made what milestones that you have reached and how much productivity each representative has you can see 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 add tags you can put it in a particular category what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what kind of question it is so what kind of question it is you can also assign a specific agent to this inquiry so you can simply include a note basically reply

 

tto this person and now i’m going to just 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 reply to the customer so it’s instantly going to enter hi matt rogers that’s the client name this is jane doe what might be the concern with your product i’m just going to send out that and now i have responded to this client you can likewise 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 reaction you need to offer 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 classifications you have actually basic beginning with us orders and refunds information presents and coupons 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 the length of time will shipment take that’s a concern that is frequently asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket clearly the question is different however 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 reply to it and you can see when you’re replying to a client on the bottom left you can see suggested solutions and canned kinds so you’re going to click recommended services and you can see various articles that are a pre-written answer to a consumer question and you can just place 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 answers again and again so this is an extremely simple formula for your agents to follow so they can easily react to emails so another excellent function that freshdesk really provides is producing groups so if you click on groups in the admin section you can develop various groups for different functions so if a ticket and an issue is connected to billing you can appoint a group member so over here i have actually designated myself in this group and that person could specify their function and make them the leader of this type of billing ticket aside from that you can also assign different in the group section you can likewise assign 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 client escalations where consumers may have elevated a certain situation and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you guys in the next video Freshdesk And Active Campaign