Freshdesk Custom Reports – Delight your customers

So we are talking about…Freshdesk Custom Reports…you can use freshdesk for customer support so let’s get started 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 information and sign up for complimentary as quickly as you sign up you’re gon na start which will load your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will establish your account so over here and individualize 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 change the color of your logo design so as you can see i’m gon na go with 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 select your support channel so how you can be gotten in touch with through phone email social media chat or kinds and listed below that you can add your customer assistance email so if someone is going to be calling you you can set that email over here and next up you can invite somebody 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 invite them over here successive over here we have our dashboard our control panel 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 offer you a graph that shows you the patterns so if the tickets are selling out much better or even worse it’s going to reveal you a nice trend and below that you have your consumer satisfaction and you can see the portion of unfavorable reactions or favorable reactions even neutral actions and the overall reactions that you have actually gotten on the ideal side you’re gon na have your order of business 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 give you a nice little pointer on your basic dashboard and now on the left side we’re gon na carry 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 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 wish to view if you wish 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 as per your needs and successive listed below that you have your basic contact and companies so you can view those whichever manner in which you have actually called people you can see their email addresses uh their business titles their contact 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 general kind of information tab which permits you to see your email marketing your legal requirements

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

your service related announcements so if there is something that is type of various you will discover it in your services tab and listed below the solutions tab you have your analytics and reports reports are the fundamental general overview 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 in-depth ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Custom Reports

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold approximately what is the increase or decrease in these sales you can see getting seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your general account settings over here you can view the progress or the information of a specific employee or a group member and listed below that you can see your various channels of interaction you can also see your workflow and what type of progress you have actually 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 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 change its status you can set its priority and you can likewise set what sort of inquiry it is so what kind of concern it is you can also designate a particular representative 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 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 include this note now i’m going to reply to the customer so it’s instantly going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your item i’m just going to send that and now i have replied to this customer 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 emails so if you’re a service that’s running this ticketing service and you have a comparable kind of response you require to provide to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have basic beginning with us orders and refunds information presents and vouchers and facts and concerns so in fact in questions you can see over here there is some draft templates that are already available and let’s see for how long will delivery 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 different but i’m simply picking this as a sample and now i’m simply going to choose 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 services and canned types so you’re going to click recommended options and you can see different articles that are a pre-written answer to a customer question and you can just place that pre-written details into your response 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 a very easy formula for your agents to follow so they can easily react to emails so another fantastic feature that freshdesk really offers is developing groups so if you click on groups in the admin area you can create various groups for different functions so if a concern and a ticket is related to billing you can assign a group member so over here i have actually designated myself in this group which individual might define their function and make them the leader of this type of billing ticket other than that you can also designate various in the group area you can likewise assign various 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 clients might have elevated a specific scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys discovered this easy to understand and handy and i’ll catch you men in the next video Freshdesk Custom Reports

 

 

Freshdesk Custom Reports – Delight your customers

So we are talking about…Freshdesk Custom Reports…you can use freshdesk for customer support so let’s get started first of all you’re gon na start your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as quickly as you register you’re gon na get started and that will pack 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 customize your help desk you can validate your e-mail and below that you can see you can add 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 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 ought to make that black yeah and so you can update those and next you’re gon na select your assistance channel so how you can be gotten in touch with through phone e-mail social networks chat or forms and below that you can include your client support e-mail so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome 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 successive over here we have our dashboard our dashboard shows our

 

unsolved tickets overdue 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 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 consumer satisfaction and you can see the percentage of favorable responses or unfavorable reactions even neutral reactions and the overall reactions that you have received 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 include it over here and it’s gon na give you a nice little suggestion 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 state let’s arrange them by their status and now you can see high and immediate 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 wish to see if you wish to see the tickets that are assigned to a particular person 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 business so you can view those whichever way that you have gotten in touch with people you can see their email addresses uh their company titles their contact number facebook twitter whatever kind of account details that you have about them listed below that you have your solutions tab so your solution tab is a basic sort of info tab which allows you to see your email marketing your legal requirements

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

your service associated announcements so if there is something that is kind of various you will discover it in your services tab and listed below the services tab you have your reports and analytics reports are the standard general summary of the number of tickets you might have offered what is the ticket volume pattern you can see over here you can get an aid desk in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Custom Reports

see on the right side you have your today’s ticket inside so how many tickets you may have sold or so what is the increase 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 efficiency support operation and your basic account settings over here you can see the progress or the details of a specific staff 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 progress you have made what turning points that you have actually reached and how much performance each agent has you can see that from over here going back into tickets i’m going to reveal 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 specific category what type of ticket this is you can alter its status you can set its concern and you can also set what type of query it is so what type of concern it is you can likewise appoint a specific agent to this query so you can simply include a note essentially respond

 

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 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 consumer 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 actually responded to this consumer you can also delete your reactions within 10 seconds so if you slip up you can delete 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 kind of action you require to give 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 categories you have actually basic beginning with us orders and refunds information 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 readily available and let’s see for how long will delivery take that’s a concern that is often asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample just choose this ticket undoubtedly the question is different however i’m just selecting 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 client on the bottom left you can see suggested solutions and canned types so you’re going to click suggested solutions and you can see different posts that are a pre-written answer to a consumer question and you can simply place that pre-written details into your response and send it without needing to

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

retype the exact same type of responses again and again so this is a very simple formula for your agents to follow so they can quickly react to e-mails so another excellent function that freshdesk really offers is developing groups so if you click groups in the admin area you can produce different groups for different purposes so if a ticket and a problem is associated with billing you can appoint a group member so over here i have actually appointed myself in this group which individual could define their role and make them the leader of this type of billing ticket other than that you can also designate various in the group area you can also 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 client escalations where customers may have raised a certain scenario and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you people discovered this easy to understand and handy and i’ll catch you guys in the next video Freshdesk Custom Reports