Freshdesk Dynamic Fields – Delight your customers

So we are talking about…Freshdesk Dynamic Fields…you can use freshdesk for customer service so let’s begin first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your information and register for totally free as soon 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 individualize your help desk you can confirm your e-mail and listed below that you can see you can add your language whatever type of language you desire on your site change the color of your logo so as you can see i’m gon na go with a pink and listed below that you can also change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah and so you can update those and next you’re gon na choose your assistance channel so how you can be gotten in touch with through phone email 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 welcome someone to your group so if you have a group 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 dashboard our dashboard shows 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 provide you a chart that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a great trend and below that you have your customer complete satisfaction and you can see the percentage of positive reactions or negative responses even neutral reactions and the total actions that you have actually 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 tip 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 state let’s arrange 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 type of tickets you want to see if you wish to see the tickets that are designated 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 needs and next up listed below that you have your basic contact and business 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 type of details tab which allows you to see your email marketing your legal requirements

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

your service associated statements so if there is something that is sort of various you will find it in your services tab and below the services tab you have your analytics and reports reports are the fundamental general summary of the number of tickets you might have offered what is the ticket volume trend you can see over here you can get an assistance desk thorough ticket analysis and you can likewise see your ticket volume trends so you can Freshdesk Dynamic Fields

see on the right side you have your today’s ticket inside so the number of tickets you may have sold or so what is the boost 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 team channels workflow representative performance assistance operation and your basic account settings over here you can see the development or the details of a certain team member or a group member and listed below that you can see your various channels of communication you can likewise see your workflow and what kind of development you have made what turning points that you have actually reached and just how much productivity 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 particular classification what type of ticket this is you can change its status you can set its concern and you can also set what sort of query it is so what type of concern it is you can likewise assign a particular representative to this question so you can simply add a note basically 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 upgrade the status i’m going to add this note now i’m going to reply to the consumer so it’s instantly going to enter hi matt rogers that’s the customer name this is jane doe what might be the problem with your product i’m simply going to send that and now i have replied 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 an organization that’s running this ticketing service and you have a comparable type 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 basic starting with us refunds and orders details gifts and coupons and realities 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 for how long will shipment take that’s a concern 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 choose this ticket certainly the question is various however 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 reply to it and you can see when you’re replying to a client on the bottom left you can see suggested options and canned forms so you’re going to click suggested services and you can see various articles that are a pre-written answer to a customer concern and you can just insert that pre-written information into your action and send it without having to

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

retype the exact same type of answers 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 really provides is producing groups so if you click on groups in the admin section you can develop different groups for various purposes so if a problem and a ticket is connected to billing you can designate a group member so over here i’ve assigned myself in this group which individual might define their function and make them the leader of this sort of billing ticket besides that you can also assign various in the group section you can also appoint various tickets to different 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 customer escalations where consumers might have raised a particular scenario and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and handy and i’ll catch you people in the next video Freshdesk Dynamic Fields

 

 

Freshdesk Dynamic Fields – Delight your customers

So we are talking about…Freshdesk Dynamic Fields…you can use freshdesk for client service so let’s begin first off you’re gon na begin your complimentary trial on freshdesk.com and over here you’re gon na put in your details and register for totally free as soon as you sign up you’re gon na start and that will fill 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 individualize your help desk you can confirm 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 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 by means of phone email social networks chat or kinds and below that you can add your customer assistance e-mail so if someone is going to be calling you you can set that e-mail 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 next up over here we have our control panel our dashboard 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 chart that shows you the trends so if the tickets are selling out much 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 portion of negative responses or positive responses even neutral reactions and the overall reactions that you have actually 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 add it over here and it’s gon na provide you a great little reminder on your basic control panel and now on the left side we’re gon na proceed to tickets you can arrange your tickets over here so let’s simply 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 right side you can see over here you can filter out what sort of tickets you want 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 view them over here you can filter them out based on your requirements and successive listed below that you have your basic contact and companies so you can view those whichever manner in which you have contacted individuals you can see their email addresses uh their company titles their telephone number facebook twitter whatever type of account details that you have about them below that you have your options tab so your option tab is a basic sort of info tab which enables you to see your email marketing your legal requirements

Get Freshdesk Dynamic Fields 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 listed below the services tab you have your reports and analytics reports are the standard general introduction of the number of tickets you may have sold what is the ticket volume pattern you can see over here you can get a help desk extensive ticket analysis and you can also view your ticket volume patterns so you can Freshdesk Dynamic Fields

see on the ideal side you have your today’s ticket inside so how many tickets you may have offered or two what is the increase or reduce in these sales you can see getting 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow agent efficiency assistance operation and your general account settings over here you can view the progress or the details of a particular 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 development you have made what turning points that you have reached and how much productivity 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 include tags you can put it in a specific category what sort of ticket this is you can alter its status you can set its priority and you can also set what type of inquiry it is so what type of question it is you can also designate a particular agent to this query so you can just add a note basically 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 respond to the consumer so it’s instantly going to enter hi matt rogers that’s the consumer name this is jane doe what might be the concern with your item i’m simply going to send that and now i have responded to this consumer you can also delete your actions 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 a business that’s running this ticketing service and you have a comparable sort of response you need to provide to each of your customers again and again you’re going to enter into the options tab and over here you can see there is the categories you have actually general starting with us orders and refunds information presents and coupons and facts 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 for how long will shipment take that’s a question that is typically asked you can just release this draft and then go back to ticketing i’m simply gon na as a sample just select this ticket obviously the concern is various however 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 responding to a consumer on the bottom left you can see recommended options and canned types so you’re going to click suggested solutions and you can see various short articles that are a pre-written answer to a customer question and you can simply place that pre-written information into your reaction 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 an extremely easy formula for your representatives to follow so they can easily react to emails so another great function that freshdesk truly offers is developing groups so if you click on groups in the admin area you can develop different groups for different functions so if an issue and a ticket is associated with billing you can assign a group member so over here i have actually designated myself in this group which person might define their role and make them the leader of this sort of billing ticket aside from that you can also appoint various in the group area you can also assign various tickets to different 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 customer escalations where consumers may have raised 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 practical and i’ll catch you men in the next video Freshdesk Dynamic Fields