Freshdesk Xero Integration – Delight your customers

So we are talking about…Freshdesk Xero Integration…you can use freshdesk for client service so let’s get going 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 sign up for free as quickly as you sign up you’re gon na get going which 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 individualize your assistance desk you can verify your email and listed below that you can see you can include your language whatever kind of language you desire on your site change 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 need 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 contacted via phone e-mail social networks chat or forms and listed below that you can add your consumer assistance e-mail so if somebody is going to be contacting you you can set that e-mail over here and next up you can invite somebody to your team so if you have a team that is working for you if someone 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

 

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 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 nice trend and listed below that you have your consumer complete satisfaction and you can see the percentage of negative actions or favorable responses even neutral actions and the total responses that you have actually received 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 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 move 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 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 wish to see the tickets that are assigned to a particular 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 business so you can view those whichever manner in which you have called people you can see their email addresses uh their business 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 service tab is a general sort of information tab which enables you to view your email marketing your legal requirements

Get Freshdesk Xero Integration support, customer, ticket, software, zendesk,

your service related statements so if there is something that is sort of miscellaneous you will discover it in your options tab and listed below the options tab you have your analytics and reports reports are the basic 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 assistance desk thorough ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Xero Integration

see on the right side you have your today’s ticket inside so how many tickets you might have sold or two what is the boost or decrease in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your general administrative settings your team channels workflow representative efficiency support operation and your basic account settings over here you can view the progress or the details of a certain employee or a group member and listed below that you can see your various channels of communication you can also see your workflow and what type of progress you have 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 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 type of ticket this is you can alter its status you can set its top priority and you can likewise set what kind of query it is so what kind of question it is you can also designate a specific agent 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 fixing 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 reply to the consumer so it’s immediately going to enter hi matt rogers that’s the client name this is jane doe what might be the issue with your item i’m just going to send out that and now i have responded to this customer you can also erase your reactions within 10 seconds so if you slip up you can erase 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 kind of response you need to give to each of your consumers again and again you’re going to go into the solutions tab and over here you can see there is the categories you have actually general beginning with us orders and refunds information presents and coupons and realities and concerns so in fact in questions you can see over here there is some draft design templates that are currently available and let’s see for how long will shipment take that’s a question that is frequently asked you can simply publish this draft and then return to ticketing i’m simply gon na as a sample just select this ticket certainly the concern 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 reply to it and you can see when you’re replying to a consumer on the bottom left you can see suggested solutions and canned forms so you’re going to click suggested services and you can see various short articles that are a pre-written answer to a consumer concern and you can simply insert that pre-written details into your response and send it without needing to

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

retype the same sort of answers again and again so this is a really simple formula for your agents to follow so they can quickly respond to e-mails so another fantastic function that freshdesk actually offers is producing groups so if you click on groups in the admin area you can develop various groups for various functions so if a ticket and a problem is connected to billing you can designate a group member so over here i’ve assigned myself in this group and that individual might specify their role and make them the leader of this kind of billing ticket aside from that you can also assign different in the group section you can likewise appoint various tickets to different 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 consumers might have raised a certain scenario and yeah this is how you can begin with your online ticketing using freshdesk.com i hope you guys found this easy to understand and useful and i’ll catch you men in the next video Freshdesk Xero Integration

 

 

Freshdesk Xero Integration – Delight your customers

So we are talking about…Freshdesk Xero Integration…you can utilize freshdesk for customer support so let’s get started first off you’re gon na start your totally 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 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 customize your aid desk you can verify your e-mail and below that you can see you can add your language whatever type of language you desire on your website change 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 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 pick your assistance channel so how you can be gotten in touch with through phone email social media chat or kinds and listed below that you can include your customer assistance email so if someone is going to be contacting you you can set that e-mail over here and next up you can welcome somebody 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 shows 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 offer you a chart that shows you the trends so if the tickets are selling out better or even worse it’s going to reveal you a good pattern and below that you have your client satisfaction and you can see the percentage of positive reactions or negative actions even neutral actions and the total responses that you have actually gotten on the best 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 give you a good little reminder 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 simply state let’s arrange them by their status and now you can see high and immediate ones will be on the leading 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 kind of tickets you wish 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 according to your needs and successive below that you have your basic contact and business so you can see those whichever manner in which you have contacted individuals you can see their email addresses uh their business titles their telephone number 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 sort of information tab which enables you to view your e-mail marketing your legal requirements

Get Freshdesk Xero Integration support, customer, ticket, software, zendesk,

your service associated announcements so if there is something that is sort of miscellaneous you will find it in your options tab and below the solutions tab you have your reports and analytics reports are the fundamental general introduction of how many tickets you might have offered what is the ticket volume trend you can see over here you can get a help desk extensive ticket analysis and you can also see your ticket volume patterns so you can Freshdesk Xero Integration

see on the ideal side you have your today’s ticket inside so how many tickets you may have sold or two what is the increase or reduce in these sales you can see getting seven tickets increase the volume by 99 and listed below that you have your general administrative settings your team channels workflow agent efficiency assistance operation and your general account settings over here you can view the development or the information of a specific staff member or a group member and listed below that you can see your various channels of communication you can also see your workflow and what sort of progress you have actually made what turning points that you have reached and just how much performance each agent has you can view that from over here going back into tickets i’m going to reveal 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 category what kind of ticket this is you can alter its status you can set its top priority and you can likewise set what type of inquiry it is so what kind of concern it is you can also designate a particular agent to this inquiry so you can just include a note generally 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 update the status i’m going to add this note now i’m going to respond to the client 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 item i’m simply going to send that and now i have actually responded to this consumer you can also erase your reactions 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 an organization that’s running this ticketing service and you have a comparable type of response you need to give to each of your consumers again and again you’re going to go into the options tab and over here you can see there is the classifications you have basic getting started with us orders and refunds details gifts and vouchers 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 just release this draft and after that go back to ticketing i’m just gon na as a sample just select this ticket certainly the concern is different but i’m just choosing 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 recommended solutions and you can see various posts that are a pre-written answer to a consumer concern and you can simply place that pre-written information into your response 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 really easy formula for your agents to follow so they can easily respond to e-mails so another great feature that freshdesk actually supplies is creating groups so if you click groups in the admin section you can develop different groups for different purposes so if a problem and a ticket is associated with billing you can appoint 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 besides that you can also assign various in the group area you can also assign various tickets to various 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 consumer escalations where clients may have raised a particular circumstance and yeah this is how you can start with your online ticketing using freshdesk.com i hope you men found this easy to understand and valuable and i’ll catch you guys in the next video Freshdesk Xero Integration