Freshdesk Customize Dashboard – Delight your customers

So we are talking about…Freshdesk Customize Dashboard…you can use freshdesk for client service so let’s get going to begin with you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na get started which will load your basic control panel 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 help desk you can validate your email and listed below that you can see you can include your language whatever sort of language you desire on your website 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 likewise gon na make that pink i guess or i need to make that black yeah therefore 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 below that you can add your customer support email so if someone is going to be contacting you you can set that email over here and next up you can invite someone to your team so if you have a group that is working for you if someone is going to be offering the tickets for you you can welcome them over here successive over here we have our dashboard our dashboard shows our

 

unsettled tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets 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 good trend and below that you have your customer complete satisfaction and you can see the portion of unfavorable responses or positive actions even neutral reactions and the total reactions that you have actually gotten on the best 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 include it over here and it’s gon na give you a good little tip on your basic control panel 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 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 sort of tickets you wish to see 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 based on your needs and next up below that you have your basic contact and companies so you can see those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their business titles their telephone number facebook twitter whatever sort of account details that you have about them listed below that you have your services tab so your option tab is a basic kind of details tab which permits you to view your email marketing your legal requirements

Get Freshdesk Customize Dashboard support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will discover it in your options tab and listed below the solutions tab you have your analytics and reports reports are the standard general introduction of how many tickets you might have offered what is the ticket volume trend 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 Customize Dashboard

see on the best side you have your today’s ticket inside so how many tickets you might have offered or so what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and listed below that you have your basic administrative settings your group channels workflow agent performance assistance operation and your general 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 communication you can likewise view your workflow and what sort 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 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 category what kind of ticket this is you can alter its status you can set its concern and you can likewise set what kind of query it is so what kind of question it is you can also appoint a particular representative to this question so you can just add a note generally respond

 

tto this person and now i’m going to just 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 update the status i’m going to add this note now i’m going to respond to the customer so it’s automatically going to enter 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 that and now i have responded to this consumer you can likewise erase your actions 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 similar kind of reaction you need to provide to each of your customers again and again you’re going to go into the services tab and over here you can see there is the categories you have actually basic beginning with us orders and refunds info presents and coupons and facts and concerns so in fact in questions you can see over here there is some draft design templates that are currently offered and let’s see how long will delivery take that’s a question that is typically asked you can just release this draft and after that go back to ticketing i’m simply gon na as a sample simply select this ticket obviously the concern is different however i’m simply selecting 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 client on the bottom left you can see suggested options and canned types so you’re going to click on recommended options and you can see various posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written information into your response and send it without needing to

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

retype the exact same kind of answers again and again so this is an extremely simple formula for your representatives to follow so they can easily react to emails so another terrific function that freshdesk truly supplies is creating groups so if you click groups in the admin section you can develop different groups for various purposes so if a ticket and a concern is related to billing you can appoint a group member so over here i’ve appointed myself in this group which person could define their role and make them the leader of this sort of billing ticket aside from that you can likewise designate different in the group area you can likewise designate various 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 customer escalations where clients might have elevated a certain circumstance and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and useful and i’ll capture you people in the next video Freshdesk Customize Dashboard

 

 

Freshdesk Customize Dashboard – Delight your customers

So we are talking about…Freshdesk Customize Dashboard…you can utilize freshdesk for customer support so let’s get going to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your details and sign up for totally free as quickly as you register you’re gon na start which will load your basic control panel 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 verify your email and listed below that you can see you can include your language whatever kind of language you want on your site alter 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 also 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 pick your support channel so how you can be called by means of phone email social networks chat or forms and below that you can include your consumer support email so if somebody is going to be contacting you you can set that email 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 offering the tickets for you you can welcome them over here next up over here we have our dashboard our control panel reveals 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 give you a graph that reveals you the patterns so if the tickets are selling out better or worse it’s going to show you a good pattern and below that you have your customer fulfillment and you can see the percentage of unfavorable reactions or favorable responses even neutral responses and the overall reactions that you have received on the ideal side you’re gon na have your to-do list so something that you require to add to your order of business you’re gon na include it over here and it’s gon na offer you a great little suggestion on your basic dashboard and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s just state let’s sort 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 want 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 requirements and next up listed below that you have your basic contact and companies so you can view those whichever way that you have contacted people you can see their email addresses uh their business titles their phone numbers facebook twitter whatever kind of account details that you have about them below that you have your solutions tab so your service tab is a basic type of information tab which enables you to view your email marketing your legal requirements

Get Freshdesk Customize Dashboard support, customer, ticket, software, zendesk,

your service related announcements so if there is something that is type of miscellaneous you will find it in your options tab and listed below the options tab you have your analytics and reports reports are the fundamental general summary of how many tickets you may have sold what is the ticket volume trend you can see over here you can get a help desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Customize Dashboard

see on the best side you have your today’s ticket inside so the number of tickets you might have offered approximately what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and listed below that you have your general administrative settings your group channels workflow representative efficiency assistance operation and your basic account settings over here you can view the progress or the information of a certain employee or a group member and below that you can see your different channels of interaction you can likewise view your workflow and what sort of progress you have made what milestones that you have actually reached and just how much efficiency each agent has you can view that from over here returning into tickets i’m going to show you how you can fix 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 type of ticket this is you can change its status you can set its priority and you can also set what kind of inquiry it is so what kind of question it is you can likewise assign a specific representative to this query so you can just add a note essentially reply

 

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 respond to the consumer so it’s immediately going to key in hi matt rogers that’s the client name this is jane doe what might be the problem with your product i’m just going to send out that and now i have actually responded to this client you can likewise delete your reactions within 10 seconds so if you make a mistake you can delete them within a couple of seconds and retype your e-mails so if you’re a service that’s running this ticketing service and you have a comparable kind of action you need to provide to each of your clients again and again you’re going to go into the options tab and over here you can see there is the categories you have actually general getting started with us refunds and orders info gifts 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 available and let’s see the length of time will shipment take that’s a concern that is often asked you can just release this draft and then return to ticketing i’m simply gon na as a sample simply choose this ticket certainly the question is various but i’m simply 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 client on the bottom left you can see recommended services and canned kinds so you’re going to click suggested options and you can see various posts that are a pre-written answer to a consumer concern and you can simply insert that pre-written information 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 easily respond to emails so another terrific function that freshdesk really supplies is developing groups so if you click groups in the admin area you can produce different groups for different functions so if a concern and a ticket is associated with billing you can assign a group member so over here i have actually designated myself in this group and that individual could specify their function and make them the leader of this kind of billing ticket besides that you can also assign different in the group section you can also appoint various tickets to various 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 customers may have raised a particular situation and yeah this is how you can begin with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll catch you guys in the next video Freshdesk Customize Dashboard