Freshdesk Customer Portal Templates – Delight your customers

So we are talking about…Freshdesk Customer Portal Templates…you can utilize freshdesk for customer care 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 register for totally free as quickly as you register you’re gon na start which will load your basic dashboard 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 aid desk you can confirm your e-mail and below that you can see you can add your language whatever sort of language you desire on your website alter 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 also gon na make that pink i guess or i should 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 listed below that you can add your client support e-mail so if somebody is going to be contacting 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 somebody is going to be selling the tickets for you you can invite them over here next up over here we have our dashboard our control panel 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 chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to show you a nice pattern and listed below that you have your customer complete satisfaction and you can see the percentage of positive responses or unfavorable responses even neutral responses and the overall responses that you have actually gotten on the right side you’re gon na have your order of business so something that you need to add to your order of business you’re gon na include 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 just say 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 ideal side you can see over here you can filter out what type of tickets you wish to view if you wish to see the tickets that are designated to a particular person or the tickets that are still unassigned you can see them over here you can filter them out based on your needs and next up listed below that you have your basic contact and business so you can see those whichever manner in which you have gotten in touch with individuals you can see their email addresses uh their company titles their contact number facebook twitter whatever sort of account information that you have about them below that you have your solutions tab so your solution tab is a basic sort of details tab which allows you to view your email marketing your legal requirements

Get Freshdesk Customer Portal Templates 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 options tab and below the options tab you have your reports and analytics reports are the basic general summary of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Customer Portal Templates

see on the best side you have your today’s ticket inside so how many tickets you might have sold approximately what is the increase or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent productivity support operation and your general account settings over here you can view 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 also see your workflow and what sort of development you have made what turning points that you have actually reached and just how much performance each agent has you can view 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 sort of ticket this is you can change its status you can set its top priority and you can also set what sort of question it is so what kind of question it is you can also designate a specific representative to this query so you can just add a note generally respond

 

tto this person and now i’m going to just tell them i will be fixing 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 include this note now i’m going to respond to the customer so it’s immediately going to enter hi matt rogers that’s the customer 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 replied to this consumer you can likewise delete your reactions within 10 seconds so if you slip up you can delete them within a few seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable sort of response you require to give to each of your consumers again and again you’re going to enter into the options tab and over here you can see there is the classifications you have actually basic beginning with us orders and refunds info gifts 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 readily available and let’s see the length of time will shipment take that’s a question that is typically asked you can simply release this draft and after that go back to ticketing i’m just gon na as a sample simply choose this ticket clearly the question is various but i’m just picking this as a sample and now i’m simply 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 consumer on the bottom left you can see recommended services and canned types so you’re going to click on suggested services and you can see different short articles that are a pre-written answer to a client concern and you can simply insert that pre-written information into your action and send it without having to

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

retype the same sort of responses again and again so this is a very simple formula for your representatives to follow so they can quickly react to e-mails so another fantastic function that freshdesk truly offers is creating groups so if you click groups in the admin area you can produce different groups for different functions so if a ticket and an issue is associated with billing you can designate 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 type of billing ticket other than that you can likewise appoint different in the group area you can also assign different tickets to different 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 elevated a certain situation and yeah this is how you can start with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll capture you guys in the next video Freshdesk Customer Portal Templates

 

 

Freshdesk Customer Portal Templates – Delight your customers

So we are talking about…Freshdesk Customer Portal Templates…you can use freshdesk for customer care so let’s get going first off you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and sign up for complimentary as soon as you sign up you’re gon na begin which will load your basic control panel so when you’re beginning with freshdesk as you can see on the left side it will set up your account so over here and customize your assistance desk you can validate your e-mail and listed below that you can see you can add your language whatever type of language you want on your site alter the color of your logo so as you can see i’m gon na choose 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 therefore you can update those and next you’re gon na select your assistance 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 add your consumer 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 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 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 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 good trend and below that you have your consumer complete satisfaction and you can see the percentage of negative reactions or favorable reactions even neutral reactions and the total actions that you have gotten on the best side you’re gon na have your to-do list so something that you need to add 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 sort your tickets over here so let’s just say let’s sort them by their status and now you can see immediate and high ones will be on the leading 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 type of tickets you want to view if you want to see the tickets that are assigned to a specific person or the tickets that are still unassigned you can see them over here you can filter them out as per your requirements and successive below that you have your basic contact and companies so you can see those whichever way that you have contacted people you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account details that you have about them listed below that you have your services tab so your service tab is a general kind of information tab which permits you to view your e-mail marketing your legal requirements

Get Freshdesk Customer Portal Templates 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 options tab and listed below the solutions tab you have your reports and analytics reports are the fundamental general summary of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get an aid desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Customer Portal Templates

see on the right side you have your today’s ticket inside so how many tickets you might 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 basic administrative settings your group channels workflow representative performance support operation and your basic account settings over here you can see the progress or the details of a specific employee or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what type of progress you have made what turning points that you have reached and just how much productivity each agent 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 classification what sort of ticket this is you can alter its status you can set its top priority and you can likewise set what sort of query it is so what kind of concern it is you can likewise designate a specific agent to this inquiry so you can just include a note generally respond

 

tto this person and now i’m going to simply tell them i will be solving your ticket your issue now i’m going to set this as a pending ticket and now i’m going to update the status i’m going to add this note now i’m going to respond to the client so it’s immediately going to key in hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m just going to send out that and now i have responded to this customer 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 emails so if you’re a business that’s running this ticketing service and you have a comparable kind of reaction you need to provide 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 classifications you have general beginning 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 delivery take that’s a question that is typically asked you can simply publish this draft and then return to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the concern is various 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 replying to a customer on the bottom left you can see suggested options and canned forms so you’re going to click on suggested options and you can see different posts that are a pre-written answer to a consumer question and you can simply insert that pre-written info into your reaction and send it without having to

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

retype the very same kind of answers 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 feature that freshdesk actually provides is creating groups so if you click on groups in the admin area you can develop various groups for different functions so if a concern 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 might define their role and make them the leader of this kind of billing ticket aside from that you can likewise appoint various in the group area you can also designate different tickets to various 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 consumer escalations where consumers may have elevated a particular circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you guys discovered this easy to understand and helpful and i’ll catch you guys in the next video Freshdesk Customer Portal Templates