Freshdesk Tutorial Pdf – Delight your customers

So we are talking about…Freshdesk Tutorial Pdf…you can utilize freshdesk for customer service so let’s begin first off you’re gon na start your free trial on freshdesk.com and over here you’re gon na put in your details and register for complimentary as quickly as you register you’re gon na get going which will load your basic dashboard so when you’re getting started with freshdesk as you can see on the left side it will set up your account so over here and personalize your aid desk you can confirm your email and listed 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 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 pick your support channel so how you can be gotten in touch with through phone e-mail social networks chat or forms and below that you can add your consumer assistance email 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 someone is going to be selling the tickets for you you can invite them over here successive over here we have our control panel our control panel reveals our

 

unsettled 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 show you a good pattern and listed below that you have your customer satisfaction and you can see the percentage of unfavorable actions or favorable responses even neutral reactions and the total responses that you have gotten on the ideal side you’re gon na have your to-do list so something that you require to contribute to your order of business you’re gon na include it over here and it’s gon na provide you a good little pointer 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 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 best 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 person or the tickets that are still unassigned you can view them over here you can filter them out according to your requirements and successive below that you have your basic contact and business so you can see those whichever manner in which you have actually called individuals you can see their e-mail addresses uh their business titles their phone numbers facebook twitter whatever type of account information that you have about them below that you have your solutions tab so your solution tab is a general kind of details tab which enables you to see your e-mail marketing your legal requirements

Get Freshdesk Tutorial Pdf 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 solutions tab and listed below the options tab you have your analytics and reports reports are the fundamental general introduction of how many tickets you may 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 also see your ticket volume patterns so you can Freshdesk Tutorial Pdf

see on the best side you have your today’s ticket inside so the number of tickets you may have offered approximately what is the boost or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your basic administrative settings your team channels workflow agent performance support operation and your basic account settings over here you can see the progress or the details of a certain team member or a group member and listed below that you can see your different channels of interaction you can likewise see your workflow and what sort of development you have actually made what milestones that you have actually reached and how much performance each representative has you can view that from over here going back into tickets i’m going to reveal 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 type of query it is so what kind of concern it is you can likewise assign a specific agent to this question so you can just include a note generally reply

 

tto this person and now i’m going to simply 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 client so it’s automatically going to key in hi matt rogers that’s the customer name this is jane doe what might be the issue with your product i’m simply going to send that and now i have actually replied to this client you can likewise erase your actions 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 similar type of response you need to offer to each of your customers 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 information gifts and discount coupons 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 for how long will delivery take that’s a question that is often asked you can just publish this draft and then return to ticketing i’m simply gon na as a sample simply select this ticket undoubtedly the concern is various however i’m just choosing this as a sample and now i’m simply 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 client on the bottom left you can see recommended services and canned types so you’re going to click recommended options and you can see various short articles that are a pre-written answer to a consumer concern 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 very same type of responses again and again so this is a very simple formula for your representatives to follow so they can quickly respond to emails so another terrific feature that freshdesk truly provides is creating groups so if you click groups in the admin area you can develop various groups for different functions so if an issue and a ticket is connected to billing you can designate a group member so over here i have actually appointed myself in this group and that person might define their role and make them the leader of this type of billing ticket aside from that you can likewise assign different in the group section you can also appoint different 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 customer escalations where customers might have raised a certain circumstance and yeah this is how you can get started with your online ticketing utilizing freshdesk.com i hope you men found this easy to understand and useful and i’ll capture you people in the next video Freshdesk Tutorial Pdf

 

 

Freshdesk Tutorial Pdf – Delight your customers

So we are talking about…Freshdesk Tutorial Pdf…you can utilize freshdesk for customer service so let’s begin to begin with you’re gon na begin your free trial on freshdesk.com and over here you’re gon na put in your information and register for free as quickly as you sign up you’re gon na start and that will pack 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 personalize your help desk you can confirm your email and below that you can see you can add your language whatever kind of language you want on your website 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 likewise alter 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 select your assistance channel so how you can be called via phone email social media chat or kinds and listed below that you can include your consumer assistance email so if somebody 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 team that is working for you if somebody 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 control panel 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 offer you a chart that reveals you the patterns so if the tickets are selling out better or even worse it’s going to reveal you a nice trend and listed below that you have your client fulfillment and you can see the percentage of favorable reactions or negative responses even neutral responses and the overall actions 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 give you a great little suggestion 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 say let’s arrange 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 ideal side you can see over here you can filter out what type of tickets you wish to see if you want to see the tickets that are assigned to a particular 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 business 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 phone numbers facebook twitter whatever kind of account details that you have about them below that you have your options tab so your solution tab is a general kind of details tab which permits you to see your email marketing your legal requirements

Get Freshdesk Tutorial Pdf support, customer, ticket, software, zendesk,

your service associated statements so if there is something that is type of various you will discover it in your solutions tab and listed below the options tab you have your analytics and reports reports are the fundamental general overview 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 in-depth ticket analysis and you can likewise see your ticket volume patterns so you can Freshdesk Tutorial Pdf

see on the ideal 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 7 tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent productivity assistance 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 listed below that you can see your various channels of interaction you can likewise view your workflow and what sort of development you have made what milestones that you have actually reached and just how much efficiency each representative has you can view that from over here returning into tickets i’m going to reveal 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 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 inquiry it is so what kind of question it is you can likewise designate a particular agent to this question so you can just include a note basically reply

 

tto this person and now i’m going to just tell them i will be resolving 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 include this note now i’m going to respond 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 problem with your product i’m just going to send out that and now i have actually responded to this consumer you can likewise erase your responses within 10 seconds so if you slip up you can erase them within a couple of seconds and retype your emails so if you’re a company that’s running this ticketing service and you have a similar sort of response you need to offer to each of your customers again and again you’re going to go into the solutions tab and over here you can see there is the classifications you have actually general getting going with us refunds and orders information presents 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 readily available and let’s see how long will delivery take that’s a concern that is typically asked you can simply release this draft and after that go back to ticketing i’m simply gon na as a sample simply choose this ticket certainly the question is different however i’m just picking 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 replying to a consumer on the bottom left you can see suggested services and canned kinds so you’re going to click on recommended solutions and you can see various short articles that are a pre-written answer to a client concern and you can just place that pre-written info into your action and send it without needing to

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

retype the exact same sort of answers again and again so this is a very simple formula for your agents to follow so they can easily react to emails so another terrific function that freshdesk truly supplies is producing groups so if you click groups in the admin area you can produce different groups for various purposes so if a problem and a ticket is related to billing you can appoint a group member so over here i have actually designated myself in this group and that person could specify their role and make them the leader of this sort of billing ticket besides that you can also assign various in the group section you can likewise designate different 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 customer escalations where customers may have raised a particular circumstance and yeah this is how you can get going with your online ticketing utilizing freshdesk.com i hope you guys found this easy to understand and handy and i’ll capture you people in the next video Freshdesk Tutorial Pdf