Freshdesk Onboarding – Delight your customers

So we are talking about…Freshdesk Onboarding…you can use freshdesk for customer service 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 free as soon as you sign up you’re gon na start and that 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 confirm your email and listed below that you can see you can include your language whatever sort of language you want on your site alter the color of your logo design so as you can see i’m gon na go with a pink and below that you can also change 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 upgrade those and next you’re gon na choose your assistance channel so how you can be gotten in touch with via phone e-mail social media chat or forms and below that you can add your consumer assistance email so if someone is going to be contacting you you can set that e-mail over here and next up you can invite somebody to your group so if you have a team 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 dashboard reveals our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na give you a graph that reveals you the patterns so if the tickets are selling out much better or worse it’s going to reveal you a nice trend and below that you have your customer fulfillment and you can see the percentage of favorable actions or negative actions even neutral reactions and the total reactions that you have gotten on the ideal side you’re gon na have your order of business so something that you need to contribute to your to-do list you’re gon na add 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 move on 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 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 sort of tickets you wish to view if you want to see the tickets that are appointed to a specific individual or the tickets that are still unassigned you can see them over here you can filter them out based on your requirements and successive below that you have your basic contact and companies so you can see those whichever way that you have actually contacted individuals you can see their e-mail addresses uh their business titles their contact number facebook twitter whatever type of account information that you have about them listed below that you have your solutions tab so your option tab is a basic sort of info tab which allows you to view your email marketing your legal requirements

Get Freshdesk Onboarding 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 standard 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 likewise see your ticket volume trends so you can Freshdesk Onboarding

see on the right side you have your today’s ticket inside so the number of tickets you might have sold approximately what is the boost or reduce in these sales you can see receiving 7 tickets increase the volume by 99 and below that you have your general administrative settings your group channels workflow representative efficiency support operation and your basic account settings over here you can view the progress or the details of a particular team member or a group member and below that you can see your various channels of interaction you can likewise see your workflow and what type of development you have actually made what milestones that you have reached and just how much performance each representative 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 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 likewise set what type of question it is so what kind of concern it is you can also designate a particular agent to this question so you can simply include a note essentially respond

 

tto this person and now i’m going to just 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 upgrade the status i’m going to include this note now i’m going to respond to the client so it’s instantly going to key in 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 responded 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 e-mails so if you’re a business that’s running this ticketing service and you have a similar kind of action you need to offer 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 classifications you have actually basic getting going with us orders and refunds details presents and discount coupons and facts 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 how long will delivery take that’s a concern that is often asked you can simply release this draft and then return to ticketing i’m just gon na as a sample simply select this ticket certainly the question is different 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 reply to it and you can see when you’re responding to a client on the bottom left you can see suggested options and canned kinds so you’re going to click on suggested solutions and you can see different short articles that are a pre-written answer to a consumer question and you can simply insert that pre-written information 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 really easy formula for your representatives to follow so they can easily respond to emails so another excellent function that freshdesk really offers is creating groups so if you click on groups in the admin area you can develop various groups for different purposes so if a ticket and a problem is related to billing you can assign a group member so over here i’ve assigned myself in this group which person might define their role and make them the leader of this kind of billing ticket aside from that you can also appoint different in the group area you can likewise appoint various tickets to different 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 customers may have raised a particular scenario and yeah this is how you can begin 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 Onboarding

 

 

Freshdesk Onboarding – Delight your customers

So we are talking about…Freshdesk Onboarding…you can use freshdesk for customer service so let’s begin to begin with 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 sign up you’re gon na begin which will fill 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 individualize your aid desk you can verify your e-mail and listed below that you can see you can add 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 change your menu color so i’m likewise gon na make that pink i guess or i must make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be gotten in touch with via phone e-mail social media chat or types and listed below that you can include your client support email so if someone is going to be calling you you can set that e-mail over here and next up you can welcome someone to your team 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 control panel our dashboard shows our

 

unsolved tickets overdue tickets tickets that are due that are open that are on hold or unassigned tickets below that they’re gon na offer you a chart that reveals you the patterns so if the tickets are selling out much better or even worse it’s going to show you a great trend and listed below that you have your customer satisfaction and you can see the portion of positive reactions or unfavorable responses even neutral responses and the total actions that you have actually gotten on the ideal side you’re gon na have your to-do list 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 provide you a good 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 arrange them by their status and now you can see high and urgent ones will be on the top 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 kind of tickets you want to see if you wish 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 according to your needs and next up listed below that you have your basic contact and companies so you can view those whichever way that you have actually gotten in touch with people you can see their e-mail addresses uh their company titles their phone numbers facebook twitter whatever kind of account information that you have about them listed below that you have your solutions tab so your option tab is a general type of details tab which permits you to see your email marketing your legal requirements

Get Freshdesk Onboarding 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 options tab and below the services tab you have your reports and analytics reports are the basic general introduction of the number of tickets you might have sold what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Onboarding

see on the ideal side you have your today’s ticket inside so how many tickets you might have offered approximately what is the boost 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 general account settings over here you can see the progress or the information of a certain staff member or a group member and below that you can see your various channels of communication you can likewise view your workflow and what sort of development you have made what milestones that you have reached and just how much performance each agent has you can see that from over here returning 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 include tags you can put it in a specific category what kind of ticket this is you can change its status you can set its concern and you can also set what type of query it is so what type of question it is you can likewise designate a specific representative to this question so you can just include a note basically respond

 

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 update the status i’m going to add this note now i’m going to reply to the client 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 item i’m simply going to send that and now i have responded to this consumer you can likewise delete your responses within 10 seconds so if you make a mistake 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 action you need to offer to each of your customers again and again you’re going to enter into the solutions tab and over here you can see there is the categories you have basic starting with us orders and refunds info presents and vouchers and truths and questions so in fact in questions you can see over here there is some draft templates that are currently readily available and let’s see for how long will delivery take that’s a concern that is frequently asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample simply choose this ticket undoubtedly the question is different however i’m just choosing this as a sample and now i’m just going to pick this as a sample and i’m going to reply to it and you can see when you’re responding to a client on the bottom left you can see suggested options and canned kinds so you’re going to click on recommended solutions and you can see different short articles that are a pre-written answer to a customer concern and you can just place that pre-written info into your reaction and send it without having to

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

retype the same kind of responses again and again so this is a very easy formula for your agents to follow so they can easily respond to emails so another terrific feature that freshdesk actually offers is developing groups so if you click groups in the admin section you can produce various groups for various functions so if an issue and a ticket is associated with billing you can assign a group member so over here i’ve assigned myself in this group which person could define their role and make them the leader of this sort of billing ticket other than that you can likewise appoint various in the group section you can also designate various tickets to various groups and when 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 consumers might have elevated a certain scenario and yeah this is how you can get going with your online ticketing using freshdesk.com i hope you guys found this easy to understand and helpful and i’ll capture you guys in the next video Freshdesk Onboarding