Roll Up Table Freshdesk Insights – Delight your customers

So we are talking about…Roll Up Table Freshdesk Insights…you can utilize freshdesk for customer service so let’s get started first of all you’re gon na begin your totally free trial on freshdesk.com and over here you’re gon na put in your information and register for free as soon as you sign up you’re gon na start and that will pack your basic control panel so when you’re starting 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 add your language whatever type of language you want on your website change the color of your logo 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 need to make that black yeah therefore you can upgrade those and next you’re gon na select your support channel so how you can be contacted via phone email social media chat or forms and listed below that you can add your consumer assistance e-mail so if somebody is going to be calling 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 offering the tickets for you you can invite them over here next up over here we have our control panel 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 chart that shows you the patterns so if the tickets are selling out better or worse it’s going to reveal you a nice trend and listed below that you have your customer fulfillment and you can see the portion of positive actions or unfavorable actions even neutral actions and the overall responses that you have actually gotten on the best side you’re gon na have your order of business so something that you require to add to your to-do list you’re gon na add it over here and it’s gon na provide you a nice little suggestion on your basic control panel 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 immediate and high 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 kind of tickets you wish to view 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 listed below that you have your basic contact and companies so you can view those whichever way that you have actually called people you can see their email addresses uh their company titles their telephone number facebook twitter whatever kind of account information that you have about them below that you have your options tab so your service tab is a general kind of information tab which allows you to view your email marketing your legal requirements

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your service associated announcements so if there is something that is type of miscellaneous you will find it in your options tab and below the services tab you have your analytics and reports reports are the standard general summary of how many tickets you might have sold what is the ticket volume pattern you can see over here you can get a help desk in-depth ticket analysis and you can likewise see your ticket volume trends so you can Roll Up Table Freshdesk Insights

see on the right side you have your today’s ticket inside so the number of tickets you might have offered or so what is the increase or reduce in these sales you can see receiving seven tickets increase the volume by 99 and below that you have your basic administrative settings your group channels workflow agent performance support operation and your basic account settings over here you can view the progress or the information of a specific employee 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 progress 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 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 add tags you can put it in a particular category what sort of ticket this is you can change its status you can set its top priority and you can also set what type of question it is so what type of concern it is you can likewise appoint a particular agent to this query so you can simply include a note essentially reply

 

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 update the status i’m going to add this note now i’m going to respond to the client so it’s immediately going to key in hi matt rogers that’s the consumer 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 replied to this consumer 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 require to provide 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 basic getting going with us refunds and orders information presents and discount coupons and realities 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 for how long will delivery take that’s a question that is typically asked you can simply publish this draft and then go back to ticketing i’m just gon na as a sample just choose this ticket certainly the concern is various but i’m just picking this as a sample and now i’m simply going to pick 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 services and canned kinds so you’re going to click on recommended services and you can see various short articles that are a pre-written answer to a customer question and you can simply insert that pre-written information into your action and send it without having to

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retype the exact same kind of answers again and again so this is an extremely easy formula for your representatives to follow so they can easily respond to e-mails so another terrific feature that freshdesk really offers is producing groups so if you click groups in the admin area you can produce different groups for various functions so if a concern and a ticket is associated with billing you can appoint 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 type of billing ticket other than that you can also assign various in the group area 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 consumer escalations where customers might have elevated a certain scenario 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 helpful and i’ll catch you people in the next video Roll Up Table Freshdesk Insights