Freshdesk Custom Fields – Delight your customers

So we are talking about…Freshdesk Custom Fields…you can utilize freshdesk for client service so let’s begin first off you’re gon na start your complimentary trial on freshdesk.com and over here you’re gon na put in your information and sign up for free as quickly as you register you’re gon na get going which will fill your basic dashboard so when you’re beginning 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 validate your e-mail and listed below that you can see you can include your language whatever sort of language you desire on your site change the color of your logo design so as you can see i’m gon na choose 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 should 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 called via phone e-mail social networks chat or kinds and listed below that you can include your consumer assistance email so if someone is going to be calling you you can set that email 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 selling the tickets for you you can invite them over here successive over here we have our control panel our dashboard 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 graph that shows you the patterns so if the tickets are selling out much better or worse it’s going to show you a good pattern and below that you have your customer complete satisfaction and you can see the portion of unfavorable reactions or positive responses even neutral reactions and the overall 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 to-do list you’re gon na include it over here and it’s gon na offer you a good little pointer 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 sort them by their status and now you can see high and urgent 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 kind of tickets you wish to view if you wish 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 as per your needs and successive below that you have your basic contact and business so you can view those whichever way that you have called individuals 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 listed below that you have your options tab so your service tab is a basic type of info tab which allows you to view your e-mail marketing your legal requirements

Get Freshdesk Custom Fields support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is sort of miscellaneous you will discover it in your solutions tab and listed below the services tab you have your reports and analytics reports are the fundamental general summary of the number of tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk in-depth ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Custom Fields

see on the ideal side you have your today’s ticket inside so the number of tickets you may have sold or so what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent efficiency assistance operation and your basic account settings over here you can view the progress or the information of a particular employee or a group member and below that you can see your different channels of interaction you can also view your workflow and what sort of development you have actually made what turning points that you have reached and how much productivity each representative has you can view that from over here going back into tickets i’m going to show 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 particular classification what type of ticket this is you can change its status you can set its concern and you can likewise set what type of question it is so what type of question it is you can likewise appoint a specific representative to this inquiry so you can simply include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving 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 client so it’s automatically 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 responded to this client you can also erase your reactions within 10 seconds so if you slip up you can erase them within a few seconds and retype your emails so if you’re a business that’s running this ticketing service and you have a similar type of reaction you need to offer to each of your clients again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually basic starting with us orders and refunds info presents and coupons and truths and concerns so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see how long will delivery take that’s a concern that is typically asked you can just publish this draft and then go back to ticketing i’m simply gon na as a sample just choose this ticket obviously the concern is various but i’m simply selecting this as a sample and now i’m simply 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 customer on the bottom left you can see recommended options and canned forms so you’re going to click recommended solutions and you can see different posts that are a pre-written answer to a client concern and you can simply place that pre-written info into your reaction and send it without having to

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

retype the exact same type of responses again and again so this is a very easy formula for your representatives to follow so they can quickly respond to emails so another terrific function that freshdesk truly offers is developing groups so if you click groups in the admin area you can produce different groups for various purposes so if an issue and a ticket is associated with billing you can appoint a group member so over here i have actually appointed myself in this group and that person could specify their function 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 also designate different tickets to various 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 customer escalations where clients may have elevated a certain scenario 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 useful and i’ll capture you men in the next video Freshdesk Custom Fields

 

 

Freshdesk Custom Fields – Delight your customers

So we are talking about…Freshdesk Custom Fields…you can utilize freshdesk for customer support so let’s get started 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 totally free as soon as you sign up you’re gon na begin and that will fill 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 customize your aid desk you can confirm your email and listed below that you can see you can include your language whatever kind of language you want on your site change the color of your logo design so as you can see i’m gon na opt for 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 should make that black yeah and so you can upgrade those and next you’re gon na pick your support channel so how you can be contacted by means of phone e-mail social networks chat or forms and below that you can include your customer assistance email so if somebody is going to be calling you you can set that e-mail over here and next up you can invite somebody to your group so if you have a group that is working for you if someone is going to be selling the tickets for you you can welcome them over here next up over here we have our control panel our control panel reveals our

 

unsettled tickets past due 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 reveals 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 consumer complete satisfaction and you can see the percentage of unfavorable reactions or positive actions even neutral responses and the overall responses that you have received on the best side you’re gon na have your to-do list so something that you require to add to your to-do list you’re gon na include it over here and it’s gon na provide you a nice little tip on your basic control panel 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 say let’s sort them by their status and now you can see urgent and high ones will be on the top however 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 sort 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 view them over here you can filter them out as per your needs 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 e-mail addresses uh their business titles their phone numbers facebook twitter whatever sort of account information that you have about them listed below that you have your solutions tab so your solution tab is a general kind of info tab which enables you to view your email marketing your legal requirements

Get Freshdesk Custom Fields support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is kind of various you will find it in your solutions tab and listed below the services tab you have your analytics and reports reports are the basic 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 also see your ticket volume patterns so you can Freshdesk Custom Fields

see on the best side you have your today’s ticket inside so how many tickets you may have offered or two what is the increase or decrease in these sales you can see receiving seven 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 general account settings over here you can see the development or the information of a specific team member or a group member and below that you can see your different channels of communication you can likewise view your workflow and what kind of progress you have made what turning points that you have actually reached and how much efficiency each representative has you can see that from over here returning into tickets i’m going to show 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 type of ticket this is you can change its status you can set its priority and you can also set what sort of question it is so what type of question it is you can also assign a particular representative to this inquiry so you can simply include a note basically respond

 

tto this person and now i’m going to simply 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 customer so it’s immediately going to type in 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 client you can likewise erase your reactions within 10 seconds so if you make a mistake you can delete them within a few seconds and retype your emails 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 solutions tab and over here you can see there is the categories you have actually general getting started with us orders and refunds information gifts and vouchers and facts and concerns 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 shipment take that’s a question that is often asked you can simply release this draft and then go back to ticketing i’m just gon na as a sample just select this ticket certainly the concern is various but i’m simply picking 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 options and canned forms so you’re going to click recommended options and you can see different posts that are a pre-written answer to a client question and you can just insert that pre-written details into your action and send it without needing to

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

retype the very 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 fantastic feature that freshdesk truly supplies is producing groups so if you click on groups in the admin section you can develop different groups for different functions so if a problem and a ticket is associated with billing you can appoint a group member so over here i have actually designated myself in this group which individual could specify their role and make them the leader of this kind of billing ticket besides that you can also appoint various in the group section you can also appoint different tickets to different groups and once 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 start with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk Custom Fields